Wealth Solutions Officer

Job Title: Premier Wealth Solutions Group HeadCompany: Top-Tier BankLocation: Onsite; ManilaPosition Type: Full-timeHeadcount: 1Job BriefOur bank client is seeking a dynamic and results-driven Premier Wealth Solutions Group Head to lead and expand its High Net Worth Individual (HNWI) division nationwide. This role requires a strategic leader with exceptional...

Nationwide Financial Leadership OpportunityWe are seeking a strategic leader to drive the growth of Premier Wealth Solutions nationwide, managing a high-performing team and strengthening client relationships in the HNWI segment.About the PositionDevelop and implement a strategic roadmap to expand the HNWI client base and maximize revenue opportunities.Drive...

Job DescriptionWe are seeking a visionary leader to drive the growth of Premier Wealth Solutions nationwide, managing a high-caliber team and strengthening client relationships in the High Net Worth Individual (HNWI) segment.About the RoleOversee and lead a nationwide Premier Wealth Solutions team, ensuring alignment with business goals and fostering a...

We are looking for a skilled Financial Portfolio Manager to join our team at China Banking Corporation (CBC).About the Job:In this role, you will be responsible for assisting the Wealth Management Group in managing customer portfolios and providing exceptional customer service.Key Responsibilities:Manage customer portfolios and perform account...

About the roleAs a Financial Wealth Planner at PDC insurance agency inc.', you will play a crucial role in helping our clients achieve their financial goals. Reporting to the Head of Financial Planning, this full-time position is based in our Manila City Metro Manila office, though some remote work may be possible. You will be responsible for providing...

About Our Company:PDC insurance agency inc. is a leading financial services provider dedicated to helping individuals and businesses achieve their financial goals.We offer a range of benefits, including comprehensive health insurance, generous retirement contributions, opportunities for career development and advancement, flexible work arrangements, and a...

We are seeking a highly motivated and detail-oriented Client Relationship Specialist to join our team at China Banking Corporation (CBC).About the Job:This is an exciting opportunity for you to be part of our Wealth Management Group, where you will play a key role in building strong relationships with our customers.Key Responsibilities:Assist in marketing...

Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any business-related course.Proficiency in the use of office systems.Computer...

Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any business-related course.Proficiency in the use of office systems.Computer...

Elevate your career as an Institutional Sales Officer at East West Banking Corporation in Taguig City, NCR, Philippines. This role demands expertise in promoting financial markets and wealth management solutions to institutional clients.Key ResponsibilitiesFoster long-term relationships with clients through proactive sales and marketing efforts, highlighting...

At FWD Life Insurance Company, we're seeking a talented Financial Wealth Manager to join our team. In this role, you'll have the opportunity to provide expert financial advice to clients and help them achieve their long-term goals.Job SummaryWe're looking for a seasoned professional with excellent communication skills and a passion for helping others. As a...

We are seeking an experienced investment professional to join our wealth management team as a Senior Wealth Strategist. In this role, you will be responsible for creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients.Key Responsibilities:Develop and maintain deep...

The Relationship Officer for Wealth Management is responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers. The role includes:Acquiring new relationships through direct prospecting and by developing a network of internal and external referral sources.Cultivating,...

About this Role:The Bank of the Philippine Islands (BPI) seeks an experienced Investment Strategist to join its team. As a key member of the Wealth Management group, you will be responsible for providing high-quality investment advice to HNWI and Institutional clients.Key Accountabilities:Develop and maintain in-depth knowledge of global markets, economies,...

**Job Description**This is an exciting opportunity to join our team at AXA Philippines as a Relationship Manager.The ideal candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong...

Transform the financial journey of clients with confidence and precision in a leading wealth management firm. Emapta Philippines is seeking an experienced Client Services Officer to join our team and drive business growth through exceptional client support.In this role, you will act as the go-to expert for client inquiries, appointment scheduling, and...

Elevate your career by joining EastWest Bank's Trust Division as a Financial Markets and Wealth Management Specialist.About the opportunity:In this exciting role, you will play a critical part in driving revenue growth and expanding our client base. You will leverage your expertise in financial markets and wealth management to develop customized solutions...

About Metropolitan Bank & Trust CompanyAt Metropolitan Bank & Trust Company, we're dedicated to empowering our clients with personalized financial solutions. Our team of experts is committed to providing exceptional customer service and fostering long-lasting relationships.Job Summary:The Luxury Wealth Development Manager serves as the primary point of...

About the Job: As a Wealth Management Associate, you will be responsible for providing comprehensive financial solutions to our clients. This includes recommending investment strategies, guiding clients in making informed decisions, and developing business through acquiring and building client relationships.We are looking for someone with 1-10 years of...

Job DescriptionAn exceptional opportunity has arisen for an accomplished Solutions Architect to lead the implementation of our cutting-edge software platform. This innovative digital asset exchange is tailored for a discerning institutional client base, requiring a skilled professional with expertise in building scalable, mission-critical financial...