Financial Advisor

Pru Life UK - Team Glen

R$1.9-3.3K[Mensual]
Híbrido - PasaySem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho

  • Saúde e Bem-Estar

    HMO

Descrição:

  • Provide personalized financial advice to clients based on their goals and risk tolerance.
  • Analyze financial data and develop investment strategies.
  • Educate clients on investment options, retirement planning, and tax strategies.
  • Monitor and adjust client portfolios to ensure alignment with financial objectives.
  • Build and maintain strong client relationships through regular communication.
  • Advise clients on financial products, create tailored investment strategies, and maintain client relationships.

Requisito

  • Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Strong communication, sales experience, and people-oriented approach; adept in wealth management.
  • Working Conditions: Office setting with potential client meetings; flexible hours.
  • Qualities and Traits: Team player, motivated, and committed to helping clients achieve financial goals.
Gestão de RiquezaHabilidades de ComunicaçãoPeople orientedTeam playerStrong communicationSales experience
Preview

Glen Rea

HR OfficerPru Life UK - Team Glen

Ativo dentro de sete dias

Local de trabalho

Five E-com, MOA, Pasay City

Postado em 24 July 2025

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