Financial Advisor

Pru Life Insurance Corporation of U.K - Black Orcas

R$1.9-2.9K[Mensual]
Híbrido - PasigSem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Incentivos

  • Desenvolvimento Profissional

    Treinamento de Trabalho

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

Descrição:

  • Provide personalized financial planning and investment advice.
  • Assess clients' financial situations and goals.
  • Develop tailored strategies for wealth management.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships.
  • Monitor and adjust clients' portfolios as needed.
  • Educate clients on financial products and services.

Requisito

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience Level: No prior experience required; recent graduates are encouraged to apply.
  • Skills and Competencies: Strong interpersonal and communication skills, knowledge of wealth management strategies.
  • Responsibilities and Duties: Assist clients in financial planning, provide investment advice, and manage client portfolios.
  • Working Conditions: Office environment with occasional client meetings; flexible hours may apply.
  • Qualities and Traits: Analytical mindset, proactive, empathetic, and detail-oriented.
Habilidades InterpessoaisHabilidades de ComunicaçãoGestão de Riqueza
Preview

Darwin Valeriano

HR OfficerPru Life Insurance Corporation of U.K - Black Orcas

Ativo dentro de três dias

Local de trabalho

Unit 805, One Corporate Centre, Julia Vargas Avenue, Meralco Ave, Ortigas Center, Pasig, Metro Manila, Philippines

Postado em 27 March 2025

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Pru Life Insurance Corporation of U.K - Black Orcas

Desfinanciado / Anjo

>1000 Funcionários

Seguros e Superanuição

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PRU LIFE UK

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