Financial Advisor
Pru Life UK - Team Glen
Descripción del trabajo
Beneficios
Reconocimiento y Recompensas de Empleados
Comisión, Bono de rendimiento
Seguro de salud y bienestar
HMO
- 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.
- 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.
Glen Rea
HR OfficerPru Life UK - Team Glen
Ubicación laboral
Five E-com, MOA, Pasay City
Publicado el 24 July 2025
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