Financial Advisor

Pru Life UK - Team Glen

RM1.5-2.6K[月薪]
混合办公 - 帕赛无需经验本科兼职
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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

  • 健康保险

    健康维护组织

职位描述

  • 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.

职位要求

  • 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.
财富管理沟通技能People orientedTeam playerStrong communicationSales experience
Preview

Glen Rea

HR OfficerPru Life UK - Team Glen

三天内活跃

工作地址

Five E-com, MOA, Pasay City

发布于 24 July 2025

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Pru Life UK - Team Glen

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