Planning Advisors

2 weeks ago


Philippines The Evergreen Chapels (Pasig) Inc. Full time
Making presentations and offering product for sale.
Developing new relationships and maintaining existing client relationship.
Ensuring proper servicing and after sales support to clients.
Communicate performance reports and market data to management.
Achieve agreed upon sales targets and outcomes within schedule.

Qualifications:
Bachelor's or Associate degree in business or related field.
Good verbal and written communication skills.
Willing to do field work with nearby Pasig Areas, with company service vehicle.
For direct hiring
  • Financial Advisor

    3 weeks ago


    Taguig, Philippines Two Summit Life Insurance Agency Full time

    Role DescriptionThis is a part-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning and investment management. The role is located in Taguig, with flexibility for some remote work.QualificationsFinancial Planning and Financial...

  • Financial Advisor

    3 weeks ago


    Philippines Rizal Technological University - Mandaluyong Full time

    Company DescriptionRizal Technological University is a state university located in Mandaluyong, Philippines. Established in 1969 as the College of Rizal, it became autonomous in 1975. The university offers a wide range of academic programs and is committed to providing quality education and fostering innovative research.Role DescriptionThis is a full-time...

  • Planning Advisors

    2 weeks ago


    Philippines The Evergreen Chapels (Pasig) Inc. Full time

    Making presentations and offering product for sale.Developing new relationships and maintaining existing client relationship.Ensuring proper servicing and after sales support to clients.Communicate performance reports and market data to management.Achieve agreed upon sales targets and outcomes within schedule.Qualifications:Bachelor's or Associate degree in...

  • HR Advisor

    2 weeks ago


    Philippines MicroSourcing Full time

    We are looking for Human Resources Advisorwith at least 2 years of HR Generalist experience and experience in Canadian / US Recruitment.Job Responsibility:Research new HR technology solutions to improve day-to-day operations (e.g. ATS, HRIS, social media software)Research and recommend performance evaluation methods (e.g. employee appraisal systems)Design,...

  • Client Advisor

    2 weeks ago


    Central Visayas, Philippines TGI Rimowa Philippines Full time

    Client Advisor - RIMOWA The core function of a Client Advisor is to sell the merchandise and consistently meet monthly individual targets thru the execution of M.O.V.E Rimowa selling ceremony, providing legendary customer service, and enhancing customer relationships thru customer profiling and monitoring.Key Responsibilities:A. Part 1 – SALES 1. Reaches...


  • Philippines, Manila Conexus MedStaff Full time

    Conexus MedStaff hires quality healthcare professionals looking to achieve their career goals of practicing in the U.S. while supporting the healthcare staffing shortage in America.As a leading international organization, our experienced Conexus team is committed to ethical, best-practice healthcare by improving the working lives of our candidates and our...


  • Philippines BDO Unibank Full time

    Looking to glow up your career You've come to the right place!As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just...


  • Philippines ABSI Full time

    Job DescriptionThe Financial Planning & Analysis Expert will be responsible in providing timely, reliable and relevant financial information to management and stakeholders. He/She will also be the finance business partner to other functions and will be responsible in providing financial assessment / support in their various projects and initiatives. Skills...


  • Batangas, Philippines BDO Unibank Full time

    Looking to glow up your career You've come to the right place!As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just...

  • Financial Advisor

    3 weeks ago


    Philippines Manulife Philippines Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clients Support investment professionals to cultivate...

  • GHD Advisory

    3 weeks ago


    Philippines GHD Group Full time

    JOB DESCRIPTIONJoin a global company looking to grow Advisory services across our expanding Southeast Asia operationsWork across multiple sectors and projects, positioning our clients to optimise their assets, make investment decisions, secure funding and enable long-term sustainability and asset valuesAs part of the growing Advisory team in Southeast Asia...


  • Taguig, Philippines Filinvest Development Corporation Full time

    The FP&A Manager plays a critical role in helping organizations make informed financial decisions and achieve their strategic objectives. Responsible for providing insights, data-driven recommendations, and financial plans that contribute to the company's success and growth.Job Responsibilities:Financial Planning: Develop and lead the financial planning...


  • Philippines UnionBank of the Philippines Full time

    Job Description· Develop lifetime customer relationships.· Seek out leads from the branch team. · Advise clients on how to minimize risk. · Advises clients on education, retirement, and estate planning and assists in setting up pension plans for families. · Help individuals, businesses, and families select the most appropriate life insurance policies.·...

  • Unit Manager

    3 weeks ago


    Philippines Manulife Philippines Full time

    Company DescriptionManulife Philippines is a subsidiary of Manulife Financial Corporation, an international financial services provider headquartered in Canada. Our mission is to make everyday decisions easier for people by understanding who they are, simplifying the choices they need to make, and supporting them every step of the way. With over 40,000...


  • Philippines Cross Border Wealth Full time

    Job descriptionCross Border Wealth (CBW) is looking for an experienced International Investment Advisor to work in our Manila office.This person will be responsible for establishing new client relationships and managing existing clients who have US-based private pensions.The candidate should have financial planning and investment sales experience, the...


  • Philippines Allianz PNB Life Full time

    Join us and be part of a team that is shaping the future of wealth management in the Philippines.ResponsibilitiesProvide personalized wealth planning services to High Net Worth (HNW) clients, ensuring their financial goals are understood and met.Identify potential corporate accounts, establish relationships, and ensure a smooth onboarding process.Attend...

  • Shipper Account Lead

    2 weeks ago


    Philippines Ninja Van Philippines Full time

    The Shipper Accounts Team serves as the primary point of contact for key customers. They manage the entire customer lifecycle by focusing on business outcomes and identifying service opportunities within their portfolio.You will develop and maintain close relationships with customers and serve as their strategic advisor to key stakeholders throughout the...

  • Gucci Team Manager

    4 weeks ago


    Philippines Gucci Full time

    Key Accountabilities:• Promote a positive and professional team environment that fosters trust, integrity and superior performance standards, leading by example. • Working on the shop floor, you will be in constant contact with your team, supporting and coaching where needed, ensuring a consistent client experience. • Provide support and regular...


  • Philippines MERALCO Full time

    ResponsibilitiesOversees Subsidiaries and Power Generation implementation of the end end-to -end SCM process, including requirements planning, supply market analysis, sourcing, negotiations, contract rates formulation and contract management, vendor base development, inventory management, and importation.Functions as the Voice of Client (VOC) and Voice of...

  • Medical Case Manager

    3 weeks ago


    Taguig, Philippines Gratitude Philippines Full time

    Roles And Responsibilities PH Registered nurses to review workers compensation claims with serious injury and that need surgery/lengthy treatments, create a return-to-work plan, work with various stakeholders (medical providers, injured worker, employer, attorney) to track the treatment plan and help bring the injured worker back to work. Nurses have...