Financial Consultant
PruLife UK - Team Jed
Descripción del trabajo
Descripción
- 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.
Requisito
- 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.
Jade Calabag
OwnerPruLife UK - Team Jed
Ubicación laboral
7th floor, Polaris
Publicado el 12 March 2025
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