Financial Consultant
PruLife UK - Team Jed
職位描述
福利待遇
員工表彰與獎勵
佣金, 績效獎金, 月度獎, 員工表彰計畫, 節日禮物, 獎勵機制, 季度禮物
健康保險
健康維護組織
職業發展
工作培訓, 職業發展
工作生活兩不誤
家屬關懷, 彈性時間, 居家辦公
簡介
- 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.
職位要求
- 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
活躍於七天內
工作地址
7th floor, Polaris
發布於 12 March 2025
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