Financial Wealth Planner - Part Time - Bulacan

Pru Life UK - Team Rhod

HK$4.2-6.9K[月薪]
混合办公 - 馬卡蒂1-3 年經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    績效獎金, 獎勵機制

  • 健康保險

    健康保險, 健康維護組織

  • 其他

    企業社交活動, 辦公室聚會

  • 職業發展

    導師計畫, 職業發展

  • 工作生活兩不誤

    彈性時間, 居家辦公

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簡介

  • Assess clients' financial needs, goals, and risk tolerance.
  • Develop customized financial plans, including investments, insurance, and retirement strategies.
  • Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Monitor and update clients' financial plans based on market trends and life changes.
  • Educate clients on financial concepts and risk management
  • Maintain long-term relationships with clients and provide ongoing support.

職位要求

  • Graduate of at least any 4-year course
  • With internet connection
  • Preferably with laptop or tablet device
  • Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
  • No experience required
積極傾聽溝通技巧人際溝通能力分析技能時間管理Sales/Negotiation SkillsProblem-solving適應性Professional Ethics
Preview

Dorotan Rhodelyn

Licensed Financial ConsultantPru Life UK - Team Rhod

工作地址

7th Floor, Polaris Center Building

發布於 27 February 2025

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Pru Life UK - Team Rhod

其他

少於50人

保險

查看熱招工作

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