Financial Consultant
PruLife UK - Team Jed
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
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.
Jade Calabag
OwnerPruLife UK - Team Jed
工作地址
7th floor, Polaris
发布于 12 March 2025
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