Financial Consultant

2 weeks ago

Manila, National Capital Region, Philippines Risewave Consulting Inc. Full time

Function:

Bancassurance SalesAs a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of our partnered bank by helping them celebrate living.

Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.

You will have a dedicated bank branch assignment and will be reporting to the respective company Area Sales Head.

Key Accountabilities:
Offers Traditional and Variable products to clients of the partnered bank.
Responsible for overall delivery of sales performance and acquisition of new business.
Retention of quality business for the assigned branch and area.

Skills & Experience Required:
At least Bachelor's Degree graduate but preferably business course related.
Minimum 1-year solid sales and account management experience in financial services is an advantage. Career shifters are welcome.
Has strong analytical and problem-solving skills as well as internal and external customer focus.

Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.

Highly effective oral, written and interpersonal communication, presentation and influencing skills.
Trustworthy, reliable and business savvy.
Can work onsite

  • Financial Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Pru Life UK Full time

    Posted 5 months ago and deadline of application is on 16 DecRecruiter was hiring a day agoJob DescriptionResponsibilitiesRecommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)Guide existing clients in making wise financial...

  • Financial Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Pru Life UK Full time

    Posted 4 months ago and deadline of application is on 29 MayRecruiter was hiring a day agoJob DescriptionA Financial Consultant is a professional who provides advise and guidance to individuals, businesses, or organizations regarding their financial matters. Their job description typically includes:Investment AdviceRetirement PlanningTax PlanningDebt...

  • Workday Financials Functional Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Intecrowd Full time

    As a Workday Financials Functional Consultant, get ready to tackle numerous mission-critical company directives. Our team takes on the challenge of designing, developing and re-engineering highly complex application components and integrating software packages using various tools. You will use a mix of consultative skills, business knowledge, and technical...

  • Senior Solution Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Anaplan Full time

    Senior Solution ConsultantWe are looking for a self-motivated SENIOR SOLUTIONS CONSULTANT to join our Asia Presales team, joining our Philippines office. A position with Anaplan's presales team means being part of one of the fastest growing cloud vendors and making your mark on a changing industry. You get to meld your love of numbers with your love of sales...

  • Financial Planner

    2 weeks ago

    Manila, National Capital Region, Philippines High Scale Ai Full time

    About Us:At High Scale, a cutting-edge performance ad agency, we thrive on creativity and innovation in the influencer marketing realm. Our mission is to create unforgettable campaigns that not only resonate with audiences but also drive unparalleled results. Join our Production Team, and be a part of setting new standards in a dynamic and ever-evolving...

  • Financial Planning

    2 weeks ago

    Manila, National Capital Region, Philippines VCC Link, Inc. Full time

    Financial Planning & Analysis (Specialists to Directors) Full time Add expected salary to your profile for insights Financial Planning & Analysis (Specialists to Directors)We are looking for Financial Planning & Analysis Professionals to be part of a multinational company in the PhilippinesSenior Financial Planning & Analysis (BPO)Location: Quezon City,...

  • Sales Officer

    2 weeks ago

    Manila, National Capital Region, Philippines Human Potential Consultant Full time

    Posted: 30+ days ago Openings: 1 Applicants: 63 *Responsible for managing the relationship with all sources assigned and identified by him in his geography/area*Responsible for maintaining reports related to sales and all his activities in the prescribedformat. Skills highlighted with '' are preferred keyskills It is into financial management...

  • Finance Manager

    2 weeks ago

    Manila, National Capital Region, Philippines David Hall Personnel Consultant Full time

    Our client is a Hong Kong based garment manufacturing company. She has her own production sites located in China and overseas, caters to customer needs all over the world – namely USA, Europe and China. To strengthen its operation, is looking for a high calibre to join their group Team Size : 10 members Salary : Negotiable Responsibilities: Report to...

  • Assistant Accounting Manager

    2 weeks ago

    Manila, National Capital Region, Philippines David Hall Personnel Consultant Full time

    Our client is a Hong Kong based garment manufacturing company. She has her own production sites located in China and overseas, caters to customer needs all over the world – namely USA, Europe and China. To strengthen its operation, is looking for a high calibre to join their groupWork Location : San Po Kong, KowloonSalary : HK$28000 to...

  • Sr Consultant, BPA

    2 weeks ago

    Manila, National Capital Region, Philippines Northern Trust Corp Full time

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service,...

  • Practice Consultant Senior

    2 weeks ago

    Manila, National Capital Region, Philippines FIS, Inc. Full time

    Practice Consultant Senior (Project Management & Consulting for Treasury and Risk Systems) Practice Consultant Senior (Project Management & Consulting for Treasury and Risk Systems) FIS, Inc. Manila, Philippines Practice Consultant Senior (Project Management & Consulting for Treasury and Risk Systems) FIS, Inc. Manila, Philippines Posted 4 days ago...

  • Consultant, Compliance Surveillance

    2 weeks ago

    Manila, National Capital Region, Philippines Northern Trust Full time

    Consultant, Compliance Surveillance (Mandarin) page is loaded Consultant, Compliance Surveillance (Mandarin) Apply remote type Hybrid locations Manila, Philippines time type Full time posted on Posted 30+ Days Ago job requisition id R123434 About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial...

  • Financial Controller

    2 weeks ago

    Manila, National Capital Region, Philippines The Standard Hospitality Group Full time

    The FINANCIAL CONTROLLER is the overall responsible for the governance of the Accounting Functions of the business.PART OF THE SCOPE WOULD BE:Building a top-notch accounting teamDevelop financial systems and controls.Ensuring maximization of revenues and optimization of expenses.Making recommendations on business development financialsWorking with department...

  • Senior Technocal Consultant, Health Insurance Sector

    2 weeks ago

    Manila, National Capital Region, Philippines NetSuite Full time

    Looking for a Senior Consultant with implementation consulting experience in Health Insurance Domain, proficient in English and technical skills in Java., Groovy, Oracle Tech. stack / Oracle Cloud, DevOpsOracle Financial Services is a world leader in providing IT solutions to the Financial Services industry. Oracle's customers include ten of the top ten...

  • Financial Advisory

    4 weeks ago

    Manila, National Capital Region, Philippines Deloitte SEA Full time

    Financial Advisory - Mergers & Acquisition Transaction Services Associate / SeniorWhat impact will you make?At Deloitte, we offer a unique and exceptional career experience to inspire and empower talents like you to make an impact that matters for our clients, people and community. Whatever your aspirations, Deloitte offers you a highly inclusive,...

  • Financial Advisory

    1 month ago

    Manila, National Capital Region, Philippines Deloitte SEA Full time

    Financial Advisory - Mergers & Acquisition Transaction Services Associate / SeniorWhat impact will you make?At Deloitte, we offer a unique and exceptional career experience to inspire and empower talents like you to make an impact that matters for our clients, people and community. Whatever your aspirations, Deloitte offers you a highly inclusive,...

  • Financial Analyst

    2 weeks ago

    Manila, National Capital Region, Philippines Infor Inc. Full time

    The Financial Analyst assists with the preparation of Americas Consulting monthly revenue, annual budget and monthly forecasts. Prepares meaningful reports comparing budgets and forecasts to actual results, performs sensitivity analysis on forecasts, actively participates in creating quarter end reporting, schedules and presentations and supports Functional...

  • Workday Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Manpower (Philippines) Full time

    WORKDAY CONSULTANTS(full-time | hybrid | Metro Manila)We are actively hiring for skilled Workday Consultants specializing in any of the following modules:HCM CoreIntegrations CoreFinancial Accounting CoreCompensation CoreUS PayrollStudioThe Work/Responsibilities:Adhere to coding standardsAssess integration build estimatesCode build using integration tools,...

  • Senior Business Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines SimCorp AS Full time

    Senior Business Consultant - Investment Performance and Risk Analytics Senior Business Consultant - Investment Performance and Risk Analytics SimCorp A/S Manila, Philippines Senior Business Consultant - Investment Performance and Risk Analytics SimCorp A/S Manila, Philippines Posted 4 days ago Permanent Competitive Senior Business Consultant - Investment...

  • Senior Business Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines SimCorp Full time

    Senior Business Consultant - Investment Performance and Risk Analytics page is loaded Senior Business Consultant - Investment Performance and Risk Analytics Apply locations Manila time type Full time posted on Posted 30+ Days Ago job requisition id R In SimCorp, we assist some of the biggest financial institutions in the world to be fruitful by simplifying...