Investment Counselor Department Head

2 weeks ago

Makati, Philippines Security Bank Corporation Full time

As the Investment Counselor Department Head, you will lead a team of Investment Counselors who collaborate closely with Wealth Managers to engage clients effectively, maximize revenue, and support overall sales and profitability goals. You’ll provide valuable market insights and strategic guidance on product selection and portfolio diversification to your assigned team, clients, and Wealth Managers. Key Responsibilities Develop strategies to exceed investment volume and income goals Oversee and guide a team of investment counselors to ensure top‑notch client engagement and stakeholder management Collaborate with product providers to ensure competitive, client‑relevant offerings Recommend suitable investment products based on client objectives and risk appetite Provide market updates and share the bank’s investment outlook Educate Wealth Managers and clients on product features, benefits, and risks Support Wealth Managers in increasing investment AUM and revenue Conduct portfolio reviews and identify opportunities for rebalancing and diversification Assist with financial needs analysis and sales pitch preparation What We’re Looking For Minimum of 5 years’ experience in client‑facing or sales roles, preferably within financial services Strong grasp of financial markets, macroeconomics, portfolio management, and planning Strong knowledge of financial market products including FX, bonds, mutual funds (UITF), and equities; experience with swaps and derivatives is a plus Excellent communication and presentation abilities Relevant certifications such as CUSP (Certified UITF Salesperson), Mutual Fund Certification, or other licenses for product distribution are preferred #J-18808-Ljbffr

  • Head of Equities/Investment

    2 weeks ago

    Makati, Philippines HRTX Full time

    Head of Equities/Investment HRTX Makati, National Capital Region, Philippines Key Responsibilities Lead the development and execution of equity investment strategies to deliver consistent outperformance versus benchmarks and peers. Manage a team of portfolio managers, analysts, and traders to ensure high‑quality research, timely implementation, and...

  • Head of Equities/Investment

    2 weeks ago

    Makati City, National Capital Region, Philippines HRTX Full time ₱1,200,000 - ₱3,600,000 per year

    We are hiring for a Head of Investment who will lead and drive the local equities investment strategy for a top-tier investment management organization.Key ResponsibilitiesLead the development and execution of equity investment strategies to deliver consistent outperformance versus benchmarks and peers.Manage a team of portfolio managers, analysts, and...

  • DEPARTMENT HEAD

    2 weeks ago

    Makati City, National Capital Region, Philippines PSBank Official Full time ₱1,500,000 - ₱2,500,000 per year

    Job Summary:Supervises the operations of the department and reviews the Business Loan proposals prepared by Account Officers. Also contributes to the productivity of the team by processing Business Loan accounts (New/Renewal), including branch initiated (DBP/SECA), as assigned. Ensures that all members of the team are aligned with the general direction of...

  • Product Management Department Head

    1 week ago

    Makati City, National Capital Region, Philippines PJ Lhuillier Group of Companies Full time ₱2,000,000 - ₱2,500,000 per year

    The Head of Product Management for bank LOANS is responsible for leading the strategic direction, development, and end-to-end management of the bank's loan products. This covers a range of loan products, including but not limited to business loans, teachers' salary loans, personal loans, microloans, and corporate lending portfolios.The role requires a strong...

  • Financial Accounting Department Head

    3 weeks ago

    Makati, Philippines Private Advertiser Full time

    Shall assist the Accounting Division Head in the annual audit and preparation of financial statements and annual report; Coordinates with external and internal auditors during examinations. In charge or oversee the preparation of financial reports for regular reporting to management. Supervise accounting staff in the preparation of financial reports. Such...

  • Procurement and Supply Management Department Head

    2 weeks ago

    Makati, Philippines ORIX METRO Leasing and Finance Corporation Full time

    Role Overview The Procurement and Supply Management Department Head is responsible for developing and implementing innovative and cost-effective procurement and sourcing strategies. This role involves negotiating and maintaining business relationships with suppliers and vendors to secure favorable terms, as well as reviewing existing contracts. Specific...

  • Audit Section Head

    2 days ago

    Makati, Philippines EastWest Bank Full time

    About the Job Location: Makati City Corporate Title: Senior Manager Work Arrangement: Hybrid Our Internal Audit Team is looking for experienced professionals to join us in Makati City in the role of Audit Section Head - Head Office. In this role you will assist the Department Head in developing, implementing, and monitoring the annual audit plan based on...

  • Information Technology, and Operations Risk Department Head

    2 weeks ago

    Makati City, National Capital Region, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    Job Overview:The Information Technology and Operations Risk Department Head is responsible for leading the implementation of the company's operational and IT risk management framework, including the business continuity program. This role ensures that these frameworks are effectively integrated into the company's operations.Specific Duties and...

  • Head of Finance

    1 week ago

    Makati, Philippines Michael Page Full time

    About Our Client The client is an investments company. They invest in various business across the world. Job Description oversee and manage day to day finance operations Lead financial planning, budgeting, and forecasting processes. Oversee compliance with financial regulations and internal policies. Analyze financial performance and provide strategic...

  • Procurement and Supply Management Department Head

    2 weeks ago

    Makati City, National Capital Region, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱1,500,000 - ₱3,000,000 per year

    Role Overview:The Procurement and Supply Management Department Head is responsible for developing and implementing innovative and cost-effective procurement and sourcing strategies. This role involves negotiating and maintaining business relationships with suppliers and vendors to secure favorable terms, as well as reviewing existing contracts.Specific...