Financial Consultant

PruLife UK - Team Jed

R$4.8-9.7K[月薪]
混合办公 - 馬卡蒂應屆畢業生/學生本科全職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 月度獎, 員工表彰計畫, 節日禮物, 獎勵機制, 季度禮物

  • 健康保險

    健康維護組織

  • 職業發展

    工作培訓, 職業發展

  • 工作生活兩不誤

    家屬關懷, 彈性時間, 居家辦公

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簡介

  • Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
  • Analyze clients' financial status and develop personalized financial plans.
  • Monitor and review financial portfolios regularly to ensure alignment with client goals.
  • Educate clients on financial products and services.
  • Build and maintain strong client relationships for long-term success.

職位要求

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience Level: Fresh graduates or students with relevant internships encouraged to apply.
  • Skills and Competencies: Proficient in online sales, telemarketing, and fund sales techniques.
  • Responsibilities and Duties: Provide financial advice, engage clients, and promote financial products.
  • Working Conditions: Office or remote work with flexible hours; may involve client meetings.
  • Qualities and Traits: Excellent communication skills, strong analytical thinking, and customer-oriented approach.
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Jade Calabag

OwnerPruLife UK - Team Jed

工作地址

7th floor, Polaris

發布於 12 March 2025

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PruLife UK - Team Jed

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少於50人

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