Fund Services

Fund Services Vice President Real Assets

Wealth and Investment Management (Php250,000)

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Job Description

BENEFITS :

Leave Entitlements
Night shift differential
Retirement fund
Share Purchase Plan
Performance Bonus
HMO + dependents
Group Life Insurance
Career growth
Free health consultation
Reward program

Client Profile:
This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position: Wealth and Asset Manager
Industry: IT Company
Location: Taguig City
Work Set up: Work On Site
Salary: Php 150,000 - Php 250,000 (Negotiable)
Work Schedule: Midshift or Night Shift

Requirements:
Bachelors Degree holder
At least 5-10 years of working experience in wealth and asset management
People Management experience for about 2-5 years
Amenable to work on site.
Experience working in Financial Services/Financial Company.

Responsibilities:
Create and execute commercial banking strategies that improve service delivery and operational efficiency.
Create engaging narratives to communicate trends and projections to stakeholders.
Create thorough management reporting.
To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.
Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.
Determine, intensify, and reduce possible business risks.
To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.
Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.

Recruitment process: (Online)
Initial Interview
Second Interview
Final Interview
Job Offer

Job Type: Full-time

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0

Taguig, National Capital Region ₱ - ₱ Y Sun Life of Canada (Philippines), Inc.

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Job Description

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information

Capable of multitasking and working in cultural environment

Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters

Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose

• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

This advertiser has chosen not to accept applicants from your region.

1

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Wealth Investment and Asset Management

Posted today

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Job Description

As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

• Developing and implementing strategic plans to improve operational efficiency and achieve business goals.
• Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.
• Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.
• Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.
• Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.
• Overseeing budgeting, forecasting, and financial reporting for the BPO division.
• Overall, as a Director of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.

Required qualifications to be successful in this role:

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving abilities, and decision-making skills.
• Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Types: Full-time, Permanent

Pay: Up to Php250,000.00 per month

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Application Question(s):

• Are you open to a 100% onsite work setup in Taguig, requiring you to report onsite during the night shift?
• Kindly share how extensive your experience is in Wealth Investment and Asset Management.

Education:

• Master's (Preferred)

This advertiser has chosen not to accept applicants from your region.

3

Posted 1 day ago

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Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Job Description
This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

Job Category: Finance

Posting End Date: 29/11/2025

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2

Wealth Investment and Asset Management (Director/Manager)

Posted today

Job Viewed

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Job Description

As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

• Developing and implementing strategic plans to improve operational efficiency and achieve business goals.
• Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.
• Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.
• Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.
• Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.
• Overseeing budgeting, forecasting, and financial reporting for the BPO division.
• Overall, as a Director of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.

Required qualifications to be successful in this role:

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving abilities, and decision-making skills.
• Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Types: Full-time, Permanent

Pay: Up to Php250,000.00 per month

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Application Question(s):

• Are you open to a 100% onsite work setup in Taguig, requiring you to report onsite during the night shift?
• Kindly share how extensive your experience is in Wealth Investment and Asset Management.

Education:

• Master's (Preferred)

This advertiser has chosen not to accept applicants from your region.

3

Posted 1 day ago

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Remax Royal - Real Estate Partner opportunities

Build Your Own Real Estate Business with REMAX ROYAL

Tired of just being an "agent"? At REMAX ROYAL, you don\'t just get a desk — you get the brand, platform, and support to run your own business under the world\'s #1 real estate network.

Why Partner With Us?

Global brand with 140,000+ agents worldwide

Higher commissions, more freedom

Back-end support (legal, admin, marketing)

Access to Luxury listings

Growth-focused, collaborative culture

We\'re Looking For:

• Licensed real estate brokers or salespersons (PRC preferred)
• Ambitious, self-driven professionals ready to scale their career
• Sales/leasing experience, luxury market is a plus

Office location: BGC, Taguig City

This isn\'t just a job — it\'s your chance to own your business with REMAX ROYAL.

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4

Pasig City, National Capital Region ₱ - ₱ Y Jollibee Group

Posted 1 day ago

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Job Description

The Real Estate Officer is responsible for providing support to the Real Estate Manager/Head in the overall business development in the Business Units by ensuring best site selection and acquisition, location leadership and trade area dominance.

• Site Mapping
• Site Assessment
• Site Sourcing
• Site Negotiation
• Site Documentation

Job Qualifications

• Must have a Bachelors degree in any Management, Marketing, or Engineering course.
• At least 3-5 years experience in related field with extensive knowledge in real estate and basic knowledge in franchising and project management.
• Excellent communication skills is a must.
• Proficient knowledge and understanding of all areas in Network Development.
• Must be willing to do fieldwork and report to the office in Ortigas, Pasig once per week.

Jollibee Worldwide Pte. Ltd. , the hiring entity, is a wholly owned subsidiary of Jollibee Foods Corporation

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5

Taguig, National Capital Region ₱ - ₱ Y The Lead Realty

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Job Description

The Lead Realty is a premier real estate consultancy firm offering comprehensive, transparent, and prompt services in buying, selling, leasing, and investing in property. We work with local and international markets, specializing in mid to ultra high-end properties. Our partnerships with leading developers such as Megaworld, Rockwell Land, and AyalaLand Premier highlight our commitment to excellence. Founded by CEO Reese Meana in 2017, The Lead Realty has grown to become a multi-awarded real estate company, operating from our Bonifacio Global City office.

Role Description

This is a full-time on-site role for a Real Estate Specialist, located in Taguig. The Real Estate Specialist will be responsible for managing day-to-day customer interactions, handling property sales and leases, and providing expert advice on real estate investments. The role also includes coordinating property tours, assisting with marketing efforts, and ensuring client satisfaction through excellent customer service.

Qualifications

• Proficiency in Real Estate and Real Property management
• Experience in Real Estate Development and Sales
• Excellent communication and interpersonal skills
• Ability to work collaboratively in an on-site environment
• Proven track record in handling high-end properties is a plus
• Bachelor\'s degree in Real Estate, Business, or related field

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