财务顾问 - 远程工作 - 奎松市
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
- 评估客户的财务需求、目标和风险承受能力。
- 制定定制的财务计划，包括投资、保险和退休策略。
- 推荐合适的金融产品，如共同基金、股票、债券和保险政策。
- 根据市场趋势和生活变化监控并更新客户的财务计划。
- 向客户普及财务概念和风险管理知识。
- 与客户保持长期关系并提供持续支持。
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Posted on 27 February 2025
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