Financial Services Advisor

1 month ago


Makati City, National Capital Region, Philippines Prulife UK Full time
Key Responsibilities:
  • Assess clients' financial needs and provide tailored insurance solutions.
  • Recommend investment strategies and monitor client portfolios to ensure optimal returns.
  • Conduct market research to stay informed about industry trends and regulatory standards.
  • Build and maintain strong client relationships through exceptional customer service and education on financial products.

Prerequisites: Knowledge of financial markets, regulatory standards, and excellent communication skills.


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