Investment Consultant
3 weeks ago
Overview In partnership with the country’s fastest-growing Life Insurance brand - FWD Life Philippines, and the best retail bank and the leading universal bank in the Philippines - Security Bank. The most exciting, best in class, top of mind, mission-driven professionals — we are looking for self-driven individuals who are hungry for learning and will be committed to work for their own results. You might be the perfect match to our family where FUN, FULFILLMENT, and PROFIT is our priority. We are looking for people who want to have part-time or full-time job opportunities in the life insurance, sales, and financial services industry and are willing to be mentored. We are currently expanding our team. Being an Investment Consultant is a freelance job with a lot of incentives (such as training, recognition, gadget, travel, commission, bonus, access to personal development programs, opportunity to help, become a life coach, and meet some social media influencers). Investment Consultant We review the financial situation of the client through holistic financial planning, in order for them to reach their financial goals. And then we teach clients on how the stock market works and how growing money will help them with their finances together how important protection investment and financial foundation in achieving financial freedom. Benefits iPad subsidy Time flexibility and work-life integration Unlimited income potential (commission-based income) 30 to 40% sales commission plus bonuses HMO benefit (Intellicare) with ₱250K maximum coverage extended to immediate family members and dependents Life insurance with ₱10M maximum coverage Free online competency trainings Face-to-face learning events in the House of Transformation Access to personal development programs Out-of-country travel perks with 5-star hotel accommodation and allowance Learn how to become a life coach and facilitate human learning Opportunity to meet, work, and learn with well-known social media influencers Living within Metro Manila and Calabarzon High willingness to learn and with high engagement Possessing grit and resilience With desire of becoming successful and passion in helping a lot of people With confidence in approaching and meeting new people Good internet connection Desktop or laptop Must be willing to attend weekly meetings and trainings (both online and face-to-face) With sales experience is a plus With managerial and leadership experience is a plus Need to pass the Insurance Commission Licensure Exam and FWD Coding (candidate to shoulder payment for exam and coding) We don't wait for success, we CREATE it. And we want to co-create it with YOU APPLY NOW #J-18808-Ljbffr
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Manager, Investment Consulting
4 weeks ago
Davao City, Philippines HSBC Full timeSome Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. We are...
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Investment Associate
1 week ago
Davao City, Davao, Philippines Bachy Soletanche Singapore Full time ₱900,000 - ₱1,200,000 per yearReport discriminatory job ad to TAFEPRoles & ResponsibilitiesRole OverviewWe are seeking a motivatedInvestment Associateto join our investment team. The successful candidate will be involved across the full investment lifecycle – from deal sourcing and evaluation to execution and reporting. This is a unique opportunity to gain broad exposure to global...
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Investment Research
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Cebu City, Philippines Dedale Full timeAbout Software Club: Software Club is the differentiating source of strategic intelligence in the technology space . With a unique team of over 100 full-time research analysts & planners, Software Club leverages a network of over 10 000 market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus around...
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Principal Investment Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Asian Development Bank Full time ₱120,000 - ₱240,000 per yearJoin Our Mission to Foster Prosperity in Asia Are you ready to make a difference in the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our mission is simple yet powerful: to alleviate poverty and promote sustainable...
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Technology Investment Analyst
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Zamboanga City, Philippines THE YEPC Full timeDirect message the job poster from THE YEPC Work from anywhere while shaping the future of tech investing. At our core, we back ambitious founders building the future — from fintech and SaaS to consumer tech and blockchain. To do that, we need sharp minds who can spot opportunities early, ask the right questions, and work side‑by‑side with...
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financial consultant
4 days ago
Davao City, Davao, Philippines KS DUBB LENDING CORP Full time ₱600,000 - ₱1,200,000 per yearA Financial Consultant provides expert advice and guidance to individuals, businesses, or organizations on how to manage, invest, and grow their financial resources. Their primary goal is to help clients achieve short- and long-term financial objectives, such as retirement planning, wealth building, risk management, and debt reduction.Assess clients'...
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Investment Banking Analyst
1 week ago
Tarlac City, Philippines Tahche Outsourcing Services Inc Full timeAbout the job Investment Banking Analyst (Remote) Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities. This is a full-time role, on a US shift and...
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Financial Controller
1 day ago
Davao City, Philippines Bachy Soletanche Singapore Full timeWe are an established listed investment holding currently going through an exciting evolution. We seek a change‑management finance leader to lead our transition. Roles & Responsibilities As a Financial Controller , you oversee the Finance team across the full spectrum of accounting and financial function. You will be tasked with FP&A, Corporate Finance,...
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Investment Banking Analyst
4 days ago
Cebu City, Central Visayas, Philippines Tahche Outsourcing Services Full time $30,000 - $60,000 per yearTahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities.This is a full-time role, on a US shift and on a WFH set-up.If you have the right skill set,...
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Makati City, National Capital Region, Philippines DANICA GONZAGA-PRULIFE UK FINANCIAL CONSULTANT Full time ₱150,000 - ₱250,000 per yearAbout the roleWe are seeking a motivated and driven Part-Time Financial Consultant to Assistant Unit Manager to join our team at PRULIFE UK in Makati City Metro Manila. In this role, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals. This is a part-time opportunity,...