
Investment Consultant
2 days ago
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.
- 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.
-
Investment Transactions Specialist
4 days ago
Makati City, National Capital Region, Philippines beBeeSoftware Full timeInvestment Transactions SpecialistWe are the experts in delivering cutting-edge end-to-end solutions for investment transactions. As a member of our dynamic Securities Operations team, you will have the opportunity to be part of a global community of software developers, business analysts and consultants.Our ideal candidate is a skilled software developer...
-
Strategic Consulting Professional
4 days ago
Makati City, National Capital Region, Philippines beBeeConsulting Full timeJob DescriptionWe are seeking a seasoned professional to lead consulting initiatives and contribute to closing engagements by identifying potential opportunities with clients for future collaborations. The ideal candidate will possess strong consulting experience, a curious mind about the payments industry, and the ability to work closely with clients to...
-
Strategic Talent Consultant
20 hours ago
Makati City, National Capital Region, Philippines beBeeHumanResources Full time ₱800,000 - ₱1,200,000Unlock Your Potential in HR ConsultingA career within People and Organisation services will provide you with the opportunity to help clients transform their talent strategies and drive extraordinary business results through people management. We focus on evaluating and managing unique challenges so our clients can maximize their return on investment in human...
-
Client Consulting Manager
4 days ago
Makati City, National Capital Region, Philippines Visa Inc. Full timeSpecific Responsibilities include: Lead consulting initiatives and contribute to closing engagements by identifying potential opportunities with clients for future engagements. Participate with Visa internal teams in regular strategic & planning discussions. Address client inquiries and serve as the main contact point for clients and internal questions....
-
Research and Consulting Lead
4 days ago
Makati City, National Capital Region, Philippines TransUnion Full timeResearch and Consulting Lead page is loadedResearch and Consulting Lead Solicitar locations Makati City time type Full time posted on Publicado ayer job requisition id TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in...
-
Consultant, FP&A
2 weeks ago
Makati City, National Capital Region, Philippines TransUnion Full timeTransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:We are seeking a results-driven Financial Planning & Analysis Lead to manage financial planning, budgeting, forecasting, and performance analysis. This role is critical in delivering financial insights to guide strategic and operational...
-
Client Consulting Manager
2 weeks ago
Makati City, National Capital Region, Philippines Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Senior SAP Implementation Consultant
3 hours ago
Makati City, National Capital Region, Philippines beBeeImplementation Full time $150,000 - $200,000Job OpportunityWe are seeking a seasoned professional to maximize the value of SAP investments by addressing sales, finance, supply chain, engineering, and human capital.Key ResponsibilitiesProactively participate in end-to-end S/4HANA implementationConduct business needs analysis and identify key challenges with client teams and stakeholdersIdentify...
-
Manager, Investments Accounting Operations
4 weeks ago
Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full timeManager, Investments Accounting Operations page is loadedManager, Investments Accounting OperationsPostuler locations Quezon City Lapu Lapu City, time type Temps plein posted on Publié hier time left to apply Date de fin: 15 novembre 2025 (Il reste plus de 30jours pour postuler) job requisition id JR25071965The Manager acts as a Point-Of-Escalation with...
-
PD Sustainability Consultant
2 days ago
Makati City, National Capital Region, Philippines AIA Hong Kong Full timeFIND YOUR 'BETTER' AT AIAWe don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more...