Financial Advisor

Pru Life Insurance Corporation of U.K - Black Orcas

R$1.9-2.9K[月薪]
混合办公 - 帕西格无需经验本科兼职
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职位描述

福利待遇

  • 员工表彰与奖励

    提成, 业绩加成, 月度奖, 奖励机制

  • 职业发展

    工作培训

  • 工作生活两不误

    弹性时间, 居家办公

职位描述

  • 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.

职位要求

  • 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.
人际交往能力沟通技能财富管理
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Darwin Valeriano

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

今日回复 1 次

工作地址

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

发布于 27 March 2025

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Pru Life Insurance Corporation of U.K - Black Orcas

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1000人以上

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