Financial Consultant

Pru Life UK - Radiant Amber LIA

₺17.5-35.1K[月薪]
混合办公 - 帕西格应届毕业生/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, 奖励机制, 季度礼物

  • 健康保险

    意外死亡和伤残保险, 健康保险, 人寿保险, 健康维护组织

  • 其他

    企业社交活动

  • 额外福利

    退休计划

  • 职业发展

    学徒计划, 工作培训, 职业发展

  • 休假和请假

    家庭医疗假, 产假和陪产假, 单亲假

  • 工作生活两不误

    弹性时间, 居家办公

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职位描述

  • Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio, medical emergency preparation, retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification.

职位要求

  • Analytical Skills: Ability to analyze financial data, market trends, and investment opportunities.
  • Communication Skills: Strong verbal and written communication skills to explain financial concepts and strategies clearly to clients.
  • Problem-Solving Skills: Ability to develop tailored solutions for clients' financial goals and issues.
  • Sales Skills: For those in roles that involve acquiring new clients or selling financial products.
  • Attention to Detail: Precision in financial planning and record-keeping.
  • Trustworthiness: Building and maintaining trust with clients is crucial.
  • Empathy: Understanding clients’ needs and financial situations with sensitivity.
  • Adaptability: Ability to adjust strategies and advice based on market changes and client circumstances.
  • Business Development: In some roles, the ability to develop and implement strategies to attract new teammates
  • Continuing Education: Staying current with financial trends, regulations, and new financial products through ongoing professional development.
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Mark Anthony Santos

FounderPru Life UK - Radiant Amber LIA

工作地址

27th floor, Tycoon Centre, Tycoon Centre, Pearl Dr, Ortigas Center, Pasig, 1600 Metro Manila, Philippines

发布于 30 August 2024

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Pru Life UK - Radiant Amber LIA

未融资

501-1000人

保险

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