Investment Counselor for Davao
3 days ago
As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets in Davao City. Assists wealth managers in engaging clients with investment products to maximize revenues and support overall sales and profitability targets. Provides market insights and shares strategies with clients and Wealth Managers on product selection and diversification.
How you'll contribute
- Understands wealth management clients' investment objectives and risk profiles and recommends appropriate investment products
- Provide clients with market updates and house view
- Coordinates with various product providers to ensure that products are relevant to customers and competitive with other banks.
- Educates the wealth management team and clients on the features, benefits, and risks of different investment products
- Contributes to investment revenue
- Aids Wealth Managers in increasing investment AUM as a percentage of total AUM and deepening the allocated base.
- Supports Wealth Managers by conducting portfolio reviews at allocated wealth centers
- Studies client investment portfolios to identify opportunities for rebalancing, asset allocation, and expanding product selection based on client needs and goals
- Initiates and assists Wealth Managers in conducting financial needs analysis (FNA) to assess clients' profiles and determine suitable products to meet their needs and goals
- Shares market trends, product knowledge, portfolio allocation, and rebalancing ideas with Wealth Managers to provide sound advice to clients
- Grows investment product AUM (Assets Under Management) within the define team
- Assists Wealth Managers in crafting and preparing sales pitches based on long-term goals, objectives, and customer risk profiles to guide clients in managing their portfolios
- Discusses bank strategy with clients to enhance customer engagement, asset allocation, and sales conversion
What we're looking for
- Must have a Bachelor's or College degree
- Preferably with at least 4 years relevant experience in client-facing / sales role
- Knowledge and proficiency in Financial Markets Products such as FX, bonds, mutual funds, and equities (swaps and derivates preferred)
- Certification, CUSP (Certified UITF Salesperson), Mutual Fund Certification and other Certifications and Licenses required to distribute covered products preferred
-
Investment Guidance Professional
4 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeWe are seeking a highly experienced Investment Guidance Professional to join our team at MANULIFE PHIL Davao.About the RoleThis is an excellent opportunity for a seasoned professional to leverage their expertise in investment strategies, financial planning, and wealth management to deliver high-quality services to our clients.Key ResponsibilitiesDevelop and...
-
Investment Portfolio Manager
1 day ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeAbout UsMANULIFE DAVAO MissionWe are committed to helping individuals achieve their long-term financial goals through exceptional financial services.Job SummaryWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for:Evaluating clients' financial situations and developing personalized plans to help them...
-
Wealth Management Specialist
1 day ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeOur TeamAbout MANULIFE DAVAOAt MANULIFE DAVAO, we are passionate about providing exceptional financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their long-term financial goals.Role ResponsibilitiesThis role involves:Meeting with clients to assess their financial needs and develop...
-
Financial Planning Expert
4 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeAt MANULIFE PHIL Davao, we seek a highly skilled Financial Planning Expert to provide personalized financial advice and guidance to our clients.About the RoleThis is an exciting opportunity for a seasoned professional to leverage their expertise in financial planning, wealth management, and investment strategies to help individuals and businesses achieve...
-
Personal Finance Consultant
1 day ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeAbout MANULIFE DAVAOOur ValuesWe value integrity, professionalism, and teamwork in all aspects of our business.Role DescriptionThis role involves working with clients to understand their financial needs and developing personalized plans to help them achieve their goals.You will be responsible for analyzing financial data and market trends to identify...
-
Financial Planner Expert
1 day ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeCompany OverviewAbout UsMANULIFE DAVAO is a leading provider of financial services, dedicated to helping individuals achieve their long-term financial goals.Job DescriptionWe are seeking a skilled Financial Advisor to join our team. In this role, you will be responsible for:Evaluating clients' financial situations and developing personalized plans to help...
-
Personal Finance Advisor
4 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeMANULIFE PHIL Davao is seeking a skilled Personal Finance Advisor to provide expert guidance on personal finance management, investment strategies, and wealth creation.About the RoleThis is an exciting opportunity for a dedicated professional to help individuals and families achieve their long-term financial goals through personalized advice and coaching.Key...
-
Senior Financial Planning Officer
4 days ago
Davao City, Davao, Philippines DAVAO REGION PCA CREDIT Full timeAbout the RoleThis challenging and rewarding role offers the opportunity to shape the financial direction of Davao Region PCA Credit.As a key member of our team, you will be responsible for developing and implementing financial strategies, managing cash flow, and ensuring compliance with financial regulations.The ideal candidate will possess a strong...
-
Wealth Management Specialist
4 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeWe are seeking a highly motivated Wealth Management Specialist to join our team at MANULIFE PHIL Davao.About the RoleThis is an excellent opportunity for a talented individual to utilize their expertise in wealth management, financial planning, and investment strategies to deliver high-quality services to our clients.Key ResponsibilitiesConduct thorough...
-
Operations and Administration Coordinator
4 days ago
Davao City, Davao, Philippines Center for Asian Culinary Studies Davao Full timeWe are seeking an experienced Operations and Administration Coordinator to join our team at the Center for Asian Culinary Studies Davao.Key AccountabilitiesCoordinate daily office operations, including scheduling meetings and handling correspondence.Prepare and present reports, presentations, and documentation as required.Screen phone calls, emails, and...
-
Office Management Professional
4 days ago
Davao City, Davao, Philippines Center for Asian Culinary Studies Davao Full timeWe are looking for a highly motivated Office Management Professional to join our team at the Center for Asian Culinary Studies Davao.Key ResponsibilitiesSchedule meetings, manage correspondence, and maintain accurate records.Prepare and present reports, presentations, and documentation as required.Screen phone calls, emails, and other inquiries, directing...
-
Administrative Operations Manager
4 days ago
Davao City, Davao, Philippines Center for Asian Culinary Studies Davao Full timeAt the Center for Asian Culinary Studies Davao, we are seeking a highly skilled Administrative Operations Manager to oversee the daily office operations.Job ResponsibilitiesManage scheduling of meetings, coordinate correspondence, and maintain accurate records.Prepare reports, presentations, and documentation as required by senior management.Provide...
-
Business Support Specialist
4 days ago
Davao City, Davao, Philippines Center for Asian Culinary Studies Davao Full timeThe Center for Asian Culinary Studies Davao is seeking a talented Business Support Specialist to assist with various aspects of our operations.Primary ResponsibilitiesAssist with managing daily office operations, including scheduling meetings and handling correspondence.Prepare reports, presentations, and documentation as required by senior management.Act as...
-
Financial Advisor
2 days ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeShareJob DescriptionDescriptionClient Consultation:Meet with clients to assess their financial goals, risk tolerance, and current financial status.Educate clients on financial products, investment strategies, and savings plans.Develop customized financial plans based on client needs.Recommend and manage investment portfolios, retirement accounts, and...
-
Leasing Operations Director
6 days ago
Davao City, Davao, Philippines PRIME Philippines Full timeAbout PRIME PhilippinesPRIME Philippines is a leading real estate consultancy and advisory firm founded in 2013. With operations in Manila, Cebu, and Davao, our team of experts provides expert real estate and investment advice to clients.We are recognized as the industry's youngest and fastest-growing real estate advisory company in the country, trusted by...
-
Store Staff
6 days ago
Davao City, Davao, Philippines PINKY MERCHANDISE STORE Full timeStore StaffPINKY MERCHANDISE STORE₱10-15K [Monthly] On-site - Davao del SurFresh Graduate/Student High/Senior High School Full-timeJob DescriptionWe are seeking enthusiastic and customer-oriented individuals to join our team as Store Staff. In this role, you will be responsible for providing excellent customer service, ensuring the smooth and efficient...
-
Financial Advisor
5 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeShareJob DescriptionDescriptionWe are seeking a knowledgeable and motivated Financial Advisor to join our team. The Financial Advisor will be responsible for providing clients with personalized financial advice, helping them plan and manage their financial goals, and recommending products and services that align with their needs. The ideal candidate will...
-
Store Staff
2 days ago
Davao City, Davao, Philippines CHIN MERCHANDISE RETAIL STORE Full timeStore StaffCHIN MERCHANDISE RETAIL STORE₱10-15K [Monthly] On-site - Davao del Sur Fresh Graduate/Student Diploma Full-timeJob DescriptionWe are seeking a reliable and hardworking Store Staff to join our team. The successful candidate will be responsible for receiving, stocking, and organizing merchandise in the warehouse or store.RequirementsHigh school...
-
Financial Management Executive
4 days ago
Davao City, Davao, Philippines AUB BANK DAVAO Full timeBecoming Part of Our TeamAs a key member of our finance team, you will have the opportunity to work with a dynamic and growing financial institution. We offer a supportive and inclusive work environment, professional development opportunities, and a chance to make a real impact on our financial performance.Why Join Us? We believe in fostering a culture of...
-
Wealth Management Specialist
6 days ago
Davao City, Davao, Philippines Manulife Philippines Full timeManulife Philippines is committed to helping our clients achieve their financial goals. As a Financial Advisor/Sales Associate, you will play a crucial role in providing financial advice, selling financial products, and assisting clients with their investment decisions.About the JobThis is a full-time hybrid role located in Davao CitySome work from home is...