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Investment Consultant

2 weeks ago

Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

PruLife UK- Team Christine is hiring a skilled Investment Consultant to help clients make informed investment decisions. As an Investment Consultant, you will be responsible for providing expert advice on investments, insurance, and other financial solutions.

Key Objectives:
  • Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
  • Offer advice on risk management and wealth-building strategies.
  • Build and maintain relationships with individual and corporate clients.
Requirements:
  • Bachelor's degree in any field; relevant certifications are an advantage.
  • Strong analytical and problem-solving skills to assess client needs and provide suitable recommendations.
  • Excellent communication and interpersonal skills, both verbal and written.
  • Self-motivated, goal-oriented, and able to work independently or as part of a team.
Attributes:
  • Active Listening
  • Communication Skills
  • Interpersonal Skills
  • Analytical Thinking
  • Time Management
  • Sales/Negotiation Skills
  • Problem-Solving
  • Adaptability
  • Professional Ethics