Financial Consultant

Pru Life UK - Radiant Amber LIA

HK$3.5-7K[月薪]
混合办公 - 巴石應屆畢業生/學生本科全職
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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, 月度獎, 員工表彰計畫, 獎勵機制, 季度禮物

  • 健康保險

    意外死亡和傷殘保險, 健康保險, 人壽保險, 健康維護組織

  • 其他

    企業社交活動

  • 額外福利

    退休計畫

  • 職業發展

    學徒計畫, 工作培訓, 職業發展

  • 休假和請假

    家庭病假, 產假和陪產假, 單親假

  • 工作生活兩不誤

    彈性時間, 居家辦公

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簡介

  • Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio, medical emergency preparation, retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification.

職位要求

  • Analytical Skills: Ability to analyze financial data, market trends, and investment opportunities.
  • Communication Skills: Strong verbal and written communication skills to explain financial concepts and strategies clearly to clients.
  • Problem-Solving Skills: Ability to develop tailored solutions for clients' financial goals and issues.
  • Sales Skills: For those in roles that involve acquiring new clients or selling financial products.
  • Attention to Detail: Precision in financial planning and record-keeping.
  • Trustworthiness: Building and maintaining trust with clients is crucial.
  • Empathy: Understanding clients’ needs and financial situations with sensitivity.
  • Adaptability: Ability to adjust strategies and advice based on market changes and client circumstances.
  • Business Development: In some roles, the ability to develop and implement strategies to attract new teammates
  • Continuing Education: Staying current with financial trends, regulations, and new financial products through ongoing professional development.
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Santos Mark Anthony

FounderPru Life UK - Radiant Amber LIA

工作地址

27th floor, Tycoon Centre, Tycoon Centre, Pearl Dr, Ortigas Center, Pasig, 1600 Metro Manila, Philippines

發布於 30 August 2024

Pru Life UK - Radiant Amber LIA

未融資

501-1000 人

保險

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Pru Life U.K.

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