Financial Wealth Planner
1 week ago
FWD Life Insurance Philippines Bacolod, Western Visayas, Philippines
Job Description:
We are seeking a dynamic, fun-loving, and motivated Client Relations Associate/Sales Executive/Client Solution Advisor/ Financial Wealth Planner to join our team. As a Financial Wealth Planner at FWD, you will work closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies. Your expertise will help clients navigate complex financial decisions and secure their financial futures.
Responsibilities:- Conduct comprehensive financial assessments for clients.
- Develop and implement customized financial plans and investment strategies.
- Provide expert advice on retirement planning, estate planning, and wealth management.
- Monitor and review clients' investment portfolios regularly.
- Stay up-to-date with industry trends and regulatory changes.
- Build and maintain strong client relationships.
- At least 2 years in college (any course).
- Self-motivated and competitive.
- Willingness to attend online training.
- Can work remotely and with less supervision.
- Strong internet connection.
- Have a personal iPad, laptop, or desktop.
- Amenable to taking the Licensure Exam at the Insurance Commission.
Weekly commission - Up to 43% Commission.
Free local and international travel incentives.
Monthly and weekly financial rewards on top of your commission.
Work from-home setup (work anywhere).
Fast promotion.
Professional development and training opportunities.
A supportive and collaborative work environment.
How to Apply:If you are passionate about helping clients achieve their financial goals and have the qualifications and experience we're looking for, we'd love to hear from you. Please submit your resume to fwdgerardnicktribaco@gmail.com
FWD is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority levelEntry level
Employment typePart-time
Job functionFinance and Sales
#J-18808-Ljbffr-
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeThe Wealth Development Bank Corp. is hiring an Accounting Assistant to support our accounting team. As an Accounting Associate, you will be responsible for performing various financial tasks, including preparing invoices, managing client accounts, and creating reports.The ideal candidate will have excellent communication skills, be highly organized, and able...
-
Senior Financial Advisor
20 hours ago
Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full timeWe're seeking a dedicated and results-driven Financial Advisor to join our team at AXA Philippines - Life & Non-life Insurance.Job Summary:This is a full-time hybrid role for a Financial Advisor in Bacolod, with flexibility for some remote work. The successful candidate will have expertise in financial planning, retirement planning, investments, and finance,...
-
Wealth Management Team Lead
2 hours ago
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeThe Wealth Development Bank Corp. is a dynamic and fast-paced financial institution that requires talented individuals to join our team. As a Branch Manager, you will play a key role in driving business growth and delivering exceptional customer service.Your main responsibilities will include managing branch operations, developing and implementing sales...
-
Financial Advisor
21 hours ago
Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full timeGet AI-powered advice on this job and more exclusive features.Company DescriptionAXA Philippines - Life & Non-life Insurance offers a comprehensive suite of personal and group insurance products in the Philippines, including life insurance, investment-linked insurance, health coverage, and property and casualty insurance. The company specializes in financial...
-
Relationship Manager
1 week ago
Bacolod City, Western Visayas, Philippines China Bank PH Full timeRelationship Manager (Wealth Management)Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers. Acquire new relationships through direct prospecting and by developing a network of internal and external referral sources. Cultivate, expand and strengthen existing...
-
Financial Support Professional
1 day ago
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeWe are seeking an experienced Financial Support Professional to join our team at the Wealth Development Bank Corp. As an Accounting Associate, you will play a crucial role in supporting our auditors and accountants with various financial tasks.The successful candidate will possess excellent organizational skills, attention to detail, and the ability to work...
-
Wealth Management Specialist
2 hours ago
Cebu City, Central Visayas, Philippines RCBC Full timeAs a Wealth Management Specialist at RCBC, you will be responsible for developing and implementing wealth management strategies to meet the financial goals of our clients. This includes identifying new business opportunities and building strong relationships with existing clients.
-
Business Development Specialist
20 hours ago
Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full timeAt AXA Philippines - Life & Non-life Insurance, we're looking for a highly skilled Financial Advisor to join our team.Job Description:This is a full-time hybrid role for a Financial Advisor in Bacolod, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing financial planning, retirement planning, investment...
-
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeWe are seeking a highly motivated Bookkeeping and Financial Services Specialist to join our team at the Wealth Development Bank Corp. As an Accounting Associate, you will play a key role in supporting our auditors and accountants with various financial tasks.The successful candidate will possess excellent organizational skills, attention to detail, and the...
-
Wealth Management Professional
4 days ago
Cebu City, Central Visayas, Philippines Private Advertiser Full timeJob Description:We are seeking a highly skilled Wealth Sales Relationship Manager to join our team at Private Advertiser. The role involves managing high-value clients, providing financial planning expertise, and delivering exceptional client service.The successful candidate will have a strong understanding of financial services products, excellent...
-
Cebu City, Central Visayas, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full timeSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...
-
Accounting Associate Role
1 day ago
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeThe Wealth Development Bank Corp. seeks a skilled Accounting Associate to support our auditors and accountants with financial tasks such as preparing invoices, managing client accounts, and creating reports.This role involves the accurate recording of transactions and supporting documents. The ideal candidate will be detail-oriented, organized, and able to...
-
Cebu City, Central Visayas, Philippines Private Advertiser Full timeWe are currently seeking an experienced professional to join our team in the role of Wealth Sales Relationship Manager Investment and Insurance Brokerage.Work Setup: HybridThe role is a client-facing position managing our highest value clients where professionalism, client focus, and a broad understanding of the fundamentals of financial planning are...
-
Financial Services Consultant
4 days ago
Cebu City, Central Visayas, Philippines Private Advertiser Full timeAbout the Role:This is an exciting opportunity for a seasoned financial professional to join our team at Private Advertiser. As a Wealth Sales Relationship Manager, you will be responsible for building and maintaining relationships with high-net-worth clients, providing tailored financial solutions, and driving revenue growth.The ideal candidate will have a...
-
Financial Planner
6 days ago
Cebu City, Central Visayas, Philippines Peras Son Consultant Full timeAt Peras Son Consultant, we strive to deliver exceptional financial services. Our goal is to provide tailored advice that meets our clients' unique needs.About the RoleThe ideal candidate will possess excellent analytical skills, enabling them to assess clients' financial situations and create personalized financial plans that align with their goals and risk...
-
Financial Market Advisors
20 hours ago
Cebu City, Central Visayas, Philippines Global One Realty Full timeGlobal One Realty is seeking highly skilled professionals to join its team as Financial Market Advisors.About the RoleThe ideal candidate will have a deep understanding of financial markets and be able to advise clients on optimal investment strategies and transactions.Main ResponsibilitiesMaintain in-depth knowledge of financial markets, including trends,...
-
Corporate Financial Planner
20 hours ago
Cebu City, Central Visayas, Philippines Bold Business Full timeAbout YouWe are looking for a talented Economic Researcher with a strong ability to analyze complex financial data and market trends. Your proficiency in conducting detailed industry research and data synthesis will be invaluable to our organization.To succeed in this role, you will need:A Bachelor's degree in Finance, Economics, Business, or a related...
-
Investment Portfolio Manager
4 days ago
Cebu City, Central Visayas, Philippines Private Advertiser Full timePrivate Advertiser Overview:At Private Advertiser, we are committed to delivering exceptional client experiences through our network of experienced financial professionals. Our team is dedicated to helping individuals achieve their financial goals, whether that's saving for retirement, investing in real estate, or building wealth through diversified...
-
Wealth Management Expert
6 days ago
Cebu City, Central Visayas, Philippines Peras Son Consultant Full timePeras Son Consultant values excellence in financial consulting. We offer a dynamic environment where professionals can thrive and deliver exceptional results.Job OverviewThis role requires a skilled financial professional who can analyze complex financial data and provide actionable insights to clients.The ideal candidate will have experience in financial...
-
Financial Services Coordinator
1 day ago
Cebu City, Central Visayas, Philippines Wealth Development Bank Corp. Full timeAbout the PositionAs a Branch Operations Officer, you will play a critical role in supporting the growth and development of our banking services. Your primary responsibilities will include assisting the Branch Operations Head in managing branch operations, cash management, and centralized clearing.You will also be responsible for supervising talent...