Hi, I’m
Karen Tenoso
Cainta, Province Of Rizal
Summary
Dynamic Financial Advisor with Pru Life UK, specializing in investment advice and relationship management. Successfully strengthened client relationships, resulting in increased referrals. Leveraged analytical thinking to identify investment opportunities, while educating clients on tailored financial strategies. Committed to delivering exceptional service and fostering trust in wealth management and long-term care planning.
Developed skills in financial planning and analysis within client-focused environment, now seeking to transition into new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
Certification
Work History
Pru Life UK
Financial Advisor
08.2025 - Current
Job overview
- Assisted clients in developing personalized financial plans and goals.
- Conducted market research to identify investment opportunities and trends.
- Provided ongoing support with portfolio management and performance evaluation.
- Collaborated with senior advisors to enhance client relationship strategies.
- Adapted communication styles to effectively convey complex financial concepts.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
Education
Nueva Vizcaya State UniversityBayombong, Province Of Nueva Vizcaya, Philippines
No Degree from Bachelors of Secondary Education
08-2014
Caduang Tete National High SchoolMacabebe, Province Of Pampanga, Philippines
High School Diploma
03-2012
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Financial advising
- Sales and marketing
- Client relations
- Wealth management
- Long-term care planning
- Financial services
Certification
IC Passer with 2 licensed as financial advisor
Timeline
Financial Advisor
Pru Life UK
08.2025 - Current
Nueva Vizcaya State University
No Degree from Bachelors of Secondary Education
Caduang Tete National High School
High School Diploma