Senior Financial Specialist

2 weeks ago


Makati City, National Capital Region, Philippines Trillion Jade - Pru Life UK Full time

About Us

At Trillion Jade - Pru Life UK, we strive to provide innovative solutions for our clients' financial needs. We are looking for a highly motivated and purpose-driven individual to join our team as a Senior Financial Specialist.

Job Summary

We are seeking an experienced professional to play a key role in helping clients achieve financial security and success through proper financial planning, investment strategies, and protection solutions.

Responsibilities:

  • Build and maintain long-term relationships with clients by providing exceptional service and tailored financial solutions.
  • Evaluate clients' financial situations to assess their goals, risk tolerance, and current financial status.
  • Recommend suitable insurance and investment products based on clients' unique needs and objectives.
  • Create personalized financial plans that cater to clients' aspirations and mitigate potential risks.
  • Stay updated with industry trends and regulations to ensure the highest level of expertise and knowledge.

What You'll Gain

As a Senior Financial Specialist at Trillion Jade - Pru Life UK, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and make a meaningful impact on clients' lives.



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