Pru Life UK - Team Rhod Financial Wealth Planner - Part Time

Financial Wealth Planner - Part Time - Bulacan

Pru Life UK - Team Rhod

HK$4.2-7K[Aylık]

Hibrit - Makati1-3 Yıl TecrübeÜniversite mezunuYarı zamanlı

Paylaşmak

İş tanımı

Avantajlar

Çalışan Takdiri ve Ödüllendirme
Performans bonusu, Teşvikler
Sigorta Sağlık ve Wellness
Sağlık sigortası, HMO
Diğerleri
Şirket Sosyal Etkinlikleri, Ofis Partileri
Profesyönel geliştirme
Mentorluk Programı, Profesyönel geliştirme
İş-Yaşam Dengesi
Esnek saatler, Evden çalışmak

Devamını oku

Açıklama

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.

Gereklilik

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

Aktif dinlemeKişiler arasıKişilerarası becerileriAnalitik beceriZaman yönetimiSales/Negotiation SkillsProblem-solvingUyarlanabilirlikProfessional Ethics