Financial Consultant

PruLife UK - Team Jed

RM2.3-4.6K[月薪]
混合办公 - 马卡蒂应届毕业生/学生本科兼职
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职位描述

职位描述

  • Evaluate clients' financial status and goals.
  • Develop personalized financial plans and investment strategies.
  • Advise on risk management and asset allocation.
  • Monitor client portfolios and adjust strategies as needed.
  • Provide ongoing support and education on financial topics.
  • Maintain compliance with industry regulations.

职位要求

  • Educational Qualifications: Any Bachelor’s degree
  • Experience Level: Fresh graduate or student with internship experience preferred.
  • Skills and Competencies: Strong consultative sales and online sales skills, analytical thinking, and client relationship management.
  • Responsibilities and Duties: Provide financial advice, develop tailored financial plans, and assist clients in achieving their financial goals.
  • Working Conditions: Office environment with opportunities for remote work and flexible hours.
  • Qualities and Traits: Excellent communication skills, proactive attitude, and strong problem-solving abilities.
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Jade Calabag

OwnerPruLife UK - Team Jed

工作地址

7th floor, Polaris

发布于 12 March 2025

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