Client-Centric Financial Planner

Assess clients' financial needs, goals, and risk tolerance.Develop customized financial plans, including investments, insurance, and retirement strategies.Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Monitor and update clients' financial plans based on market trends and life changes.Educate clients on...

A financial services provider in Metro Manila is seeking motivated individuals for the role of Financial Consultant. Your responsibilities will include analyzing financial data, guiding clients towards achieving their financial goals, and nurturing strong client relationships. This position offers a flexible work schedule, potential earnings of ₱20,000 –...

Pru Life UK is seeking a motivated Financial Advisor to help clients achieve financial goals through personalized planning and protection. This part-time remote role offers flexible scheduling and the potential to earn through commissions, with ongoing professional development.Responsibilities include advising clients on insurance and investments, conducting...

Sun Life in the Philippines is seeking an experienced Client Servicing Specialist to handle non-financial transactions for clients, advisors, and representatives. You will ensure timely, accurate responses and maintain key investor records with meticulous documentation.With 3–5 years in client servicing and a background in communications or business, you...

Sun Life Grepa Financial Inc. in the Philippines seeks a dedicated Financial Advisor to deliver tailored financial guidance. You will focus on life and health insurance planning, estate and retirement strategies aligned with client goals, ensuring long-term financial security.You will build and maintain strong client relationships, assess individual needs,...

Pru Life UK is seeking individuals to assess clients' financial needs and develop customized plans including investments, insurance, and retirement strategies. You will recommend financial products and monitor plans while educating clients and maintaining long-term relationships. Open to part-timers and fresh graduates with internet access and a device....

Jones Lang LaSalle (JLL) is seeking an experienced Engineering Solutions professional to lead project initiation, planning and client engagements for major infrastructure and engineering programs in Taguig, Philippines. The role emphasizes cross-functional collaboration, risk management, and the development of engineering playbooks and SOPs.You will mentor...

A financial services agency is seeking entry-level candidates in Taguig for a part-time hybrid role. Responsibilities include assisting clients with financial planning, providing investment advice, and developing financial strategies. Applicants should have a Bachelor's degree and possess strong networking and communication skills. The position offers...

A financial consulting firm in Taguig is seeking an experienced financial advisor to provide expert financial advice and develop tailored financial plans for clients. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build relationships with clients. This role involves analyzing financial needs...