Financial Solutions Consultant

Consultant, Solution Consulting Location: Makati City | Type: Full time | Posted: 4 days ago | Job Requisition ID: TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: Drive Philippine credit solution consulting services with the aim to identify clients' critical business issues, develop...

As a Financial Solutions Consultant, you will act as an ambassador of FWD 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 be...

Overview A Financial Consultant / Financial Advisor serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals. The role includes educating clients on financial products, creating tailored financial plans, and offering solutions that address various financial needs. At Your Next-Gen...

Eastern Summit Life Insurance Agency, Inc. Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Anniversary Gifts, Incentives Insurance Health & Wellness Annual Company Trip, Open Workspace Overview of role and responsibilities As a Financial Consultant, you will be at the...

Description Provide expert financial consultation to clients, ensuring personalized service and tailored solutions. Analyze clients' financial situations to develop strategic plans that align with their goals. Conduct market research to identify new opportunities and present suitable financial products. Maintain regular communication with clients to review...

Provide financial guidance to our clients in the insurance and investment industry. Analyze financial data and market trends to help clients make informed decisions. Customize financial plans according to client needs, aligning with regulatory standards at Manulife Philippines. Remain abreast of all industry changes and effectively communicate the impact to...

Overview A Financial Consultant is responsible for helping individuals and businesses choose suitable insurance policies based on their financial needs, risk profile, and long-term goals. They serve as trusted advisors, offering guidance on life, health, accident, and investment-linked insurance products. Qualifications Bachelor’s degree (any 4-year...

Overview Business Data Analyst, Solution Consulting — TransUnion Makati, National Capital Region, Philippines Responsibilities Drive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development. Able to create segmentations...

Skyeline Summit Life Insurance Agency, Inc. Hybrid - Makati No Exp Required Bachelor Part-time Share Job Description Employee Recognition and Rewards Commission, Performance Bonus, Employee Recognition Program Insurance Health & Wellness Accidental Death & Dismemberment Insurance, Disability Insurance, Health Insurance, Health Savings Account (HSA), Life...

Overview Evaluate clients' financial status and goals. Develop personalized financial plans and investment strategies. Advise on risk management and asset allocation. Monitor client portfolios and adjust strategies as needed. Provide ongoing support and education on financial topics. Maintain compliance with industry regulations. Responsibilities ...