Financial Planning Expert
2 weeks ago
At PruLife UK- Team Christine, we are seeking a highly skilled Financial Planning Expert to join our team.
About the RoleThe ideal candidate will be responsible for guiding clients in making informed financial decisions by providing expert advice on financial planning, investments, and insurance. This includes understanding each client's unique financial goals and tailoring strategies to achieve financial security and success.
Main Responsibilities- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct thorough financial needs analysis to comprehend clients' objectives and risk tolerance.
- Provide ongoing support and updates as clients' financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, encompassing savings, investments, insurance, and retirement planning.
- Offer guidance on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and best practices in personal finance.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Promote financial products that align with clients' needs.
- Achieve sales targets and contribute to the team's overall performance.
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Financial Planning Expert
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Financial Planning Expert
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Financial Planning Expert
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Financial Planning Expert
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Financial Planning Expert
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Financial Planning and Analysis Expert
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Financial Planning Professional
2 weeks ago
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Financial Planning Expert
1 week ago
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Financial Planning Expert
6 days ago
Makati City, National Capital Region, Philippines iXSystems Full timeAbout iXsystemsiXsystems is a profitable, growing, self-funded global company that is changing the data storage industry with TrueNAS, the world's most popular Open Source storage software. Our culture is flat, collaborative, and transparent. We value impact over bureaucracy and promote a healthy work-life balance. Our mission is to help organizations around...
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Financial Planning Expert
2 days ago
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Global Wealth Manager
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Financial Planning Specialist
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Financial Planning and Analysis Expert
1 week ago
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Senior Business Analyst, Financial Planning
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Financial Planning Expert
2 weeks ago
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