財務顧問 - 兼職 - 布拉干
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
- 評估客戶的財務需求、目標及風險承受能力。
- 制定量身定制的財務計劃，包括投資、保險及退休策略。
- 推薦適合的金融產品，如共同基金、股票、債券和保險單。
- 根據市場趨勢和生活變化，監控和更新客戶的財務計劃。
- 向客戶普及財務概念和風險管理知識。
- 維持與客戶的長期關係並提供持續支持。
Dorotan Rhodelyn
Licensed Financial ConsultantPru Life UK - Team Rhod
Posted on 10 March 2025
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