Financial Portfolio Specialist
2 weeks ago
protecting your future is not just about providing security; it's also about empowering you to make informed decisions about your finances.
as a financial portfolio specialist, you will play a crucial role in helping individuals and families achieve their long-term goals.
key responsibilities
- analyzing clients' financial situations and developing personalized investment strategies
- conducting needs assessments and creating tailored solutions
- providing education and guidance on financial planning and wealth management
- staying up-to-date with industry trends and developments
what you'll gain
- opportunities to develop your expertise in financial planning and wealth management
- chance to build a rewarding career in a dynamic industry
- collaborative and supportive team environment
- competitive compensation and benefits package
qualifications
- a degree in business, finance, or a related field
- valid insurance license or willingness to obtain one
- excellent communication and interpersonal skills
- ability to analyze financial information and explain it clearly
- strong knowledge of life insurance and industry regulations
why choose us
at pru life uk, we value our employees and provide them with opportunities to grow and develop their careers.
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