Financial Portfolio Specialist

2 weeks ago


Manila, National Capital Region, Philippines Pru Life UK Full time

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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