Investment Consultant
4 days ago
RCBC Makati, National Capital Region, Philippines Investment Consultant Join to apply for the Investment Consultant role at RCBC Responsibilities The Investment Consultant is responsible for developing customized investment strategies based on clients’ financial goals and risk profiles. This role supports sales teams in portfolio management by providing investment strategy expertise, using market research and data analysis, and assisting in meetings. Additionally, the role involves staying current on investment products, ensuring compliance, managing risks through due diligence, and conducting market research to aid clients in making informed investment decisions. Job Summary The Investment Consultant is responsible for developing customized investment strategies based on clients’ financial goals and risk profiles. This role supports sales teams in portfolio management by providing investment strategy expertise, using market research and data analysis, and assisting in meetings. Additionally, the role involves staying current on investment products, ensuring compliance, managing risks through due diligence, and conducting market research to aid clients in making informed investment decisions. How will you contribute? Investment Strategy Development: Create and implement customized investment strategies that align with clients’ financial objectives and risk profiles. Analyze financial data, market trends, and economic forecasts to recommend appropriate asset allocation, portfolio diversification, and investment products. Continuously monitor and adjust investment portfolios to maximize returns while managing risk. Support to Sales Teams: Partner with sales teams to support client acquisition and portfolio allocation efforts and provide expertise on investment products and strategies. Develop sales materials and presentations to help the sales team communicate value propositions to clients. Participate in client meetings with sales team members to provide in-depth product knowledge and assist in closing deals. Product Knowledge and Expertise: Stay up-to-date with a wide range of investment products, including equities, bonds, mutual funds, ETFs, and structured products. Provide clients and sales teams with insights into different investment options, including market trends, performance metrics, and potential risks. Compliance and Risk Management: Ensure all investment advice comply with regulatory requirements, internal policies, and ethical standards. Conduct due diligence on investment products to mitigate risks and ensure suitability for clients. Market Research and Analysis: Conduct research on financial markets, economic trends, and geopolitical events to support investment decisions. Prepare and present detailed reports and investment proposals to clients and sales teams. What will make you successful? Bachelor’s Degree in Finance, Economics, Business, or related field Strong knowledge of financial products, markets, and investment strategies. Minimum 3-5 years of experience in investment advisory, wealth management, or private banking Seniority level Mid-Senior level Employment type Full-time Job function Business Development, Marketing, and Product Management Industries Banking Referrals increase your chances of interviewing at RCBC by 2x Get notified about new Investment Advisor jobs in Makati, National Capital Region, Philippines. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Investment Consultant
3 weeks ago
Makati, Philippines RCBC Full timeJob Summary The Investment Consultant is responsible for developing customized investment strategies based on clients’ financial goals and risk profiles. This role supports sales teams in portfolio management by providing investment strategy expertise, using market research and data analysis, and assisting in meetings. Additionally, the role involves...
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Senior Business Consultant
3 weeks ago
Makati, Philippines Sim Full timeNote: This is a pipeline requisition which means we are actively processing candidates for the future requirements in the team. We will let you know about the recruitment process once we have reached out to you. The role could either be offered at a Senior or Lead level depending on the experiences and skills of the successful candidate. WHO WE ARE For over...
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Financial Consultant
3 weeks ago
Makati, Philippines Pru Life UK - Life Insurance and Investment Agency_Team Mark Gio Garcia Full timeOverview Pru Life UK - Life Insurance and Investment Agency, Team Mark Gio Garcia. On-site - Makati. Fresh Graduate/Student; Bachelor; Part-time. Job Description Introduce Financial Planning and Importance of Insurance and Investment Products. Responsibilities Flexibility towards people management Communication skills at its best or as long as you’re able...
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Financial Consultant
4 weeks ago
Makati, Philippines Macasaet James Jasper Cetron (Team Kline) Full timeProvide expert financial consulting services to clients based on their unique needs and objectives. Analyze client financial data to create personalized financial plans and investment strategies. Build and maintain strong relationships with clients through consistent networking and follow-up. Utilize consultative sales techniques to effectively present...
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Financial Consultant
1 week ago
Makati, Philippines Pru Life UK Full timePru Life UK Makati, National Capital Region, Philippines Financial Consultant Join to apply for the Financial Consultant role at Pru Life UK Help clients accomplish financial objectives by assessing the financial situation; Developing and presenting financial solutions such as insurance and investment plans. Must be a graduate of a 4-year course, any...
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Financial Consultant
3 weeks ago
Makati, Philippines PRU LIFE UK - A2.1 Chrysoberyl Full timeOverview 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 course...
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Consultant, Solution Consulting
3 weeks ago
Makati, Philippines TransUnion Full timeConsultant, 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 solutions...
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Financial Consultant
3 weeks ago
Makati, Philippines PruLife UK - Team Jed Full timeOverview 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 Evaluate...
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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,...
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Financial Consultant
3 weeks ago
Makati, Philippines Skyeline Summit Life Insurance Agency, Inc. Full timeSkyeline 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...
