Financial Consultant

PruLife UK - Team Jed

RM3.8-7.6K[月薪]
混合办公 - 马卡蒂应届毕业生/学生本科全职
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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, 员工表彰计划, 节日礼物, 奖励机制, 季度礼物

  • 健康保险

    健康维护组织

  • 职业发展

    工作培训, 职业发展

  • 工作生活两不误

    家属关怀, 弹性时间, 居家办公

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职位描述

  • 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.

职位要求

  • 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

发布于 12 March 2025

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