職位描述
簡介
- Assist clients in managing their financial portfolios
- Offer personalized investment strategies
- Analyze financial data and market trends
- Develop long-term financial plans for clients
- Monitor and adjust client accounts as needed
- Educate clients on financial products and services
- Build and maintain strong client relationships
職位要求
- Educational Qualifications: Education degree not required.
- Experience Level: No experience required, training provided.
- Skills and Competencies: Strong interpersonal and communication skills are essential.
- Working Conditions: Flexible environment with potential for remote work.
- Qualities and Traits: Must be personable, trustworthy, and proactive.
溝通技巧人際溝通能力
Sagales Ritche
Agency Leader Allianz PNB Life Insurance - CDO
今天活躍
工作地址
5th floor, SM CDO Downtown Tower
發布於 03 June 2025