Financial Advisor

Pru Like UK - Team Mark

HK$4.2-8.4K[月薪]
现场办公 - 馬卡蒂應屆畢業生/學生本科全職
分享

職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金

  • 健康保險

    健康維護組織

簡介

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.


  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

職位要求

  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.
  • No prior experience is required—full training will be provided
Financial advisor
Preview

Mark Anthony Ramos

Financial Advisor Pru Like UK - Team Mark

活躍於三天內

工作地址

Pru Life UK Office, Versailles, Las Piñas, Metro Manila, Philippines

發布於 05 May 2025

舉報

Bossjob安全提醒

若該職位需要您出國工作,請提高警惕,並小心詐騙。

如果您在求職過程中遇到雇主有以下行為, 請立即檢舉

  • 扣留您的身分證件,
  • 要求您提供擔保或收取財產,
  • 迫使您投資或籌集資金,
  • 收取非法利益,
  • 或其他違法情形。