Strategic Financial Strategist

6 days ago


Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time
PruLife UK- Team Christine is seeking a highly skilled Strategic Financial Strategist to join our team. As a key member of our financial advisory group, you will play a crucial role in guiding clients towards making informed financial decisions.

In this role, you will be responsible for building and maintaining strong relationships with individual and corporate clients, providing expert advice on financial planning, investments, insurance, and other financial solutions. You will work closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve financial security and success.

Key Responsibilities:
  • Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
  • Offer expert advice on risk management and wealth-building strategies.
  • Educate clients about market trends, product offerings, and financial best practices.

Additionally, you will be responsible for proactively identifying new business opportunities, presenting and promoting financial products that align with client needs, and meeting or exceeding sales targets. To excel in this role, you will need to stay up-to-date with industry regulations, financial products, and market conditions through ongoing training and professional development.

We are looking for a highly motivated and results-driven individual who is passionate about delivering exceptional client service and driving business growth. If you have a strong background in finance and a proven track record of success, we encourage you to apply for this exciting opportunity.

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