Financial Consultant
PruLife UK - Team Jed
HK$4.2-8.5K[月薪]
混合办公 - 馬卡蒂應屆畢業生/學生本科兼職
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職位描述
簡介
- Evaluate clients' financial status and goals.
- Develop personalized financial plans and investment strategies.
- Advise on risk management and asset allocation.
- Monitor client portfolios and adjust strategies as needed.
- Provide ongoing support and education on financial topics.
- Maintain compliance with industry regulations.
職位要求
- Educational Qualifications: Any Bachelor’s degree
- Experience Level: Fresh graduate or student with internship experience preferred.
- Skills and Competencies: Strong consultative sales and online sales skills, analytical thinking, and client relationship management.
- Responsibilities and Duties: Provide financial advice, develop tailored financial plans, and assist clients in achieving their financial goals.
- Working Conditions: Office environment with opportunities for remote work and flexible hours.
- Qualities and Traits: Excellent communication skills, proactive attitude, and strong problem-solving abilities.
諮詢銷售在線銷售
Preview
Calabag Jade
OwnerPruLife UK - Team Jed
工作地址
7th floor, Polaris
發布於 12 March 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。
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。
