Financial Advisor
Pru Life UK - Team Glen
HK$2.7-4.8K[月薪]
混合办公 - 帕賽無需經驗本科兼職
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職位描述
福利待遇
員工表彰與獎勵
佣金, 績效獎金
健康保險
健康維護組織
簡介
- Provide personalized financial advice to clients based on their goals and risk tolerance.
- Analyze financial data and develop investment strategies.
- Educate clients on investment options, retirement planning, and tax strategies.
- Monitor and adjust client portfolios to ensure alignment with financial objectives.
- Build and maintain strong client relationships through regular communication.
- Advise clients on financial products, create tailored investment strategies, and maintain client relationships.
職位要求
- Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
- Experience Level: No prior experience required; training provided.
- Skills and Competencies: Strong communication, sales experience, and people-oriented approach; adept in wealth management.
- Working Conditions: Office setting with potential client meetings; flexible hours.
- Qualities and Traits: Team player, motivated, and committed to helping clients achieve financial goals.
財富管理溝通技巧People orientedTeam playerStrong communicationSales experience
Preview
Rea Glen
HR OfficerPru Life UK - Team Glen
活躍於七天內
工作地址
Five E-com, MOA, Pasay City
發布於 24 July 2025
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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。
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- 或其他違法情形。
