Financial Consultant, Quezon City
Financial Consultant, Quezon City
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Quezon City, Philippines -
Posted: less than a month ago
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Description
Description
Requirements
- Provide expert financial advice to clients based on their unique financial situations.
- Conduct thorough market research to identify potential investment opportunities.
- Assist clients in understanding financial products including investments, insurances, and future sales.
- Maintain long-term relationships with clients and ensure ongoing client satisfaction.
- Stay updated on financial regulations and trends affecting clients' investments.
Requirements
- Educational Qualifications: Bachelors degree in Finance, Economics, or a related field
- Experience Level: 02 years
- Skills and Competencies: Strong interpersonal skills and people-oriented mindset
- Responsibilities and Duties: Ability to communicate complex information clearly to clients
- Working Conditions: Office-based with potential for remote meetings
- Qualities and Traits: Detail-oriented with strong analytical skills
Highlights
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Company namePru Life UK - Danica Mae Gabat -
Job positionFinancial Consultant
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