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Wealth Management Coordinator

2 weeks ago

Manila, National Capital Region, Philippines Pru Life UK - Team Daven Full time

Role Overview

The Financial Advisor will play a critical role in helping clients achieve their long-term financial goals by providing expert advice on retirement planning, investment strategies, and wealth management.

About You

To succeed in this role, you should possess excellent communication skills, a strong analytical mind, and a results-oriented approach.

Responsibilities

  • Client Needs Assessment: Conduct thorough needs assessments to understand client requirements and preferences.
  • Product Recommendations: Provide personalized product recommendations to clients based on their financial goals and risk tolerance.
  • Sales and Marketing: Develop and implement effective sales and marketing strategies to promote Pru Life UK - Team Daven products and services.
  • Business Development: Identify and pursue new business opportunities to drive revenue growth.

Requirements

  • Bachelor's Degree Required: A Bachelor's degree in a relevant field such as finance, economics, or business administration is required.
  • Strong Analytical Skills: Financial Advisors must possess strong analytical skills to assess client needs and develop effective solutions.
  • Results-Oriented: This role requires a results-oriented individual who can consistently meet sales targets and deliver exceptional results.
  • Excellent Communication Skills: The ability to effectively communicate with clients and colleagues is essential for this role.