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Professional Investment Advisor

3 weeks ago

Makati City, National Capital Region, Philippines PruLife UK - Team Jed Full time
Role Overview

As a Professional Investment Advisor at PruLife UK - Team Jed, you will be responsible for evaluating clients' financial situations and developing personalized investment strategies to meet their goals.

Key Responsibilities
  1. Evaluate clients' financial information to identify areas for improvement and recommend solutions.
  2. Develop and implement customized investment plans based on clients' risk tolerance and investment objectives.
  3. Monitor clients' portfolios and adjust strategies as needed to ensure alignment with their financial goals.
  4. Communicate effectively with clients to educate them on various financial topics and address their concerns.
  5. Stay up-to-date with industry developments and regulatory changes to ensure compliance.
Required Skills
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Flexibility and adaptability in a fast-paced environment.
  • Continuous learning and professional development.