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Business Financial Services Specialist
3 weeks ago
We are looking for a highly skilled Business Financial Services Specialist to join our team at PruLife UK - Team Jed. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.
About the Position- Evaluate clients' financial status and goals to develop tailored business financial services.
- Collaborate with clients to understand their business needs and develop strategies to meet those needs.
- Design and implement personalized business financial plans to help clients achieve their long-term financial objectives.
- Provide ongoing support and education to clients on various business financial topics.
- Maintain compliance with industry regulations and standards.
- Experience Level: Fresh graduates or students with internship experience preferred.
- Skills and Competencies: Strong analytical thinking, excellent communication skills, and client relationship management.
- Responsibilities and Duties: Develop business financial plans, provide financial advice, and assist clients in achieving their financial objectives.
- Working Conditions: Office environment with opportunities for remote work and flexible hours.
- Qualities and Traits: Proactive attitude, strong problem-solving abilities, and excellent time management skills.
