Financial Advisor
2 weeks ago
Key Responsibilities:
Build and nurture long-term relationships with clients to understand their financial objectives.
Assess clients' current financial status and craft personalized financial plans.
Recommend suitable financial products and services offered by Sun Life.
Meet sales targets and actively contribute to the growth of the business.
Engage in continuous training and professional development to stay updated on financial markets and industry trends.
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Financial Advisor
2 weeks ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeReady to travel and make a difference? Join us as a Financial Advisor Help clients with their financial planning, offering solutions like investments, insurance, retirement, education funding, estate planning, and wealth management. Be a champion of financial literacy in the Philippines. Apply now and start your journey with purpose• As financial advisor...
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Strategic Financial Advisor
16 hours ago
Pasay, National Capital Region, Philippines SM Investments Corporation Full timeJob Overview:We are seeking a Strategic Financial Advisor to join our team at SM Investments Corporation. As a key member of our finance department, you will be responsible for providing strategic financial guidance and advice to senior management and other stakeholders. Your primary responsibilities will include:Key Responsibilities:Developing and...
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Financial Agent
6 days ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full time• As financial advisor your duties is to help clients regarding their financial planning needs and priorities.• Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others.• Advocate the importance of financial literacy in the Philippines.
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Healthcare Product Advisor
3 days ago
Pasay, National Capital Region, Philippines TipTopJob Philippines Full timeAt TipTopJob Philippines, we are committed to improving patient lives through innovative healthcare solutions. As a Healthcare Product Advisor, you will play a vital role in shaping the future of healthcare by promoting prescription products to healthcare professionals and medical establishments.About the Team:We are a proud life-science company that is...
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Financial Banking Call Center
2 weeks ago
Pasay, National Capital Region, Philippines NeksJob Philippines Full timeAs a Financial Banking Call Center Agent, you'll be at the forefront of providing exceptional customer service and support in the dynamic world of banking and finance. With your strong communication skills and financial acumen, you'll assist customers with various inquiries, transactions, and account-related matters over the phone. Whether it's addressing...
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Financial Banking Call Center
2 weeks ago
Pasay, National Capital Region, Philippines NeksJob Philippines Full timeAs a Financial Banking Call Center Agent, you'll be at the forefront of providing exceptional customer service and support in the dynamic world of banking and finance. With your strong communication skills and financial acumen, you'll assist customers with various inquiries, transactions, and account-related matters over the phone. Whether it's addressing...
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Financial Regulatory Advisor
2 days ago
Pasay, National Capital Region, Philippines Kuehne + Nagel AS Full timeKey Performance IndicatorsThe Senior Tax Specialist will be measured on their ability to ensure compliance with local tax regulations, prepare and review tax returns accurately, and assist in the development of tax strategies that optimize the company's financial performance.Your Key Responsibilities:Bachelor's degree in Accountancy.Professional...
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Financial Regulatory Advisor
3 days ago
Pasay, National Capital Region, Philippines Anixter International Full timeResponsibilitiesThe successful candidate will be responsible for the following duties:Ensuring tax compliance and regulatory requirements are met;Providing indirect tax advice to various departments;Handling corporate tax filing and providing information to local tax agents;Conducting first pass review of the tax computation;Preparing/reviewing the...
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Loan Approval Expert
2 days ago
Pasay, National Capital Region, Philippines Gratitude Philippines Full timeKey Responsibilities:Liaise with Teams to Resolve IssuesCommunicate underwriting decisions to processors and advisors.Manage loans using Encompass software.Collaborate with staff and management to improve internal audit policies and practices.Work with other departments to provide excellent customer service and communication.Minimum qualifications include 1...
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Estate Planning Advisor
5 days ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeBenefits:As a Financial Agent at Sun Life (Khaya NBO), you will enjoy a competitive compensation package, including a salary, commissions, and bonuses, based on your performance and contributions to the company's success.You will also have access to ongoing training and professional development opportunities, designed to enhance your skills and knowledge in...
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US Mortgage Underwriters
2 weeks ago
Pasay, National Capital Region, Philippines Gratitude Philippines Full timeJOB FUNCTIONS AND RESPONSIBILITIESReview and analyze the mortgage loan application to ensure eligibility, accuracy, completeness, and compliance with internal and regulatory guidelines to minimize risk factors Review all required loan data, reports, and inspections to insure the collateral is acceptable to investor and the companyResponsible for making...
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BPO Process Trainer
14 hours ago
Pasay, National Capital Region, Philippines Manpower Core Group Inc. Full timeKey skillsProcess trainerUS BankingJob title: Process TrainerWork set up: Onsite in MOA Pasay, Cebu and AlabangWork shift: ShiftingSalary: 35KTarget start date: AsapIn this role, you'll make an impact in the following ways:• Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.• Create...
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BPO Process Trainer
2 weeks ago
Pasay, National Capital Region, Philippines Manpower Core Group Inc. Full timeKey skillsProcess trainerUS BankingJob title: Process TrainerWork set up: Onsite in MOA Pasay, Cebu and AlabangWork shift: ShiftingSalary: 35KTarget start date: AsapIn this role, you'll make an impact in the following ways:• Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.• Create...
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Financial Banking Call Center
2 weeks ago
Pasay city, Philippines NeksJob Philippines Full timeAs a Financial Banking Call Center Agent, you'll be at the forefront of providing exceptional customer service and support in the dynamic world of banking and finance. With your strong communication skills and financial acumen, you'll assist customers with various inquiries, transactions, and account-related matters over the phone. Whether it's addressing...
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Financial Banking Call Center
3 weeks ago
Pasay city, Philippines NeksJob Philippines Full timeAs a Financial Banking Call Center Agent, you'll be at the forefront of providing exceptional customer service and support in the dynamic world of banking and finance. With your strong communication skills and financial acumen, you'll assist customers with various inquiries, transactions, and account-related matters over the phone. Whether it's addressing...
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BPO Training Specialist
4 weeks ago
Pasay, Philippines RSD Human Resources Management Consultancy Full timeJob descriptionIn this role, you’ll make an impact in the following ways:• Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.• Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy.• Manage allocation of people and financial resources...
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US Mortgage Underwriters PASAY
2 weeks ago
Pasay, Philippines Gratitude Philippines Full timeJOB FUNCTIONS AND RESPONSIBILITIES Review and analyze the mortgage loan application to ensure eligibility, accuracy, completeness, and compliance with internal and regulatory guidelines to minimize risk factors Review all required loan data, reports, and inspections to insure the collateral is acceptable to investor and the company Responsible for making...
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US Mortgage Underwriters PASAY
3 weeks ago
Pasay, Philippines Gratitude Philippines Full timeJOB FUNCTIONS AND RESPONSIBILITIES Review and analyze the mortgage loan application to ensure eligibility, accuracy, completeness, and compliance with internal and regulatory guidelines to minimize risk factors Review all required loan data, reports, and inspections to insure the collateral is acceptable to investor and the company Responsible for making...
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BPO Training Specialist
4 weeks ago
Moa Pasay, Philippines RSD Human Resources Management Consultancy Full timeJob description In this role, you’ll make an impact in the following ways: • Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services. • Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy. • Manage allocation of people and financial...
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BPO Training Specialist
4 weeks ago
Moa Pasay, Philippines RSD Human Resources Management Consultancy Full timeJob description In this role, you’ll make an impact in the following ways: • Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services. • Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy. • Manage allocation of people and financial...
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BPO Training Specialist
2 weeks ago
Moa Pasay, Philippines RSD Human Resources Management Consultancy Full timeJob descriptionIn this role, you'll make an impact in the following ways:• Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.• Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy.• Manage allocation of people and financial resources...
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BPO Process Trainer
2 weeks ago
Pasay City, Philippines Manpower Core Group Inc. Full timeKey skills Process trainer US Banking Job title: Process Trainer Work set up: Onsite in MOA Pasay, Cebu and Alabang Work shift: Shifting Salary: 35K Target start date: Asap In this role, you’ll make an impact in the following ways: • Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury...
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BPO Process Trainer
3 weeks ago
Pasay City, Philippines Manpower Core Group Inc. Full timeKey skills Process trainer US Banking Job title: Process Trainer Work set up: Onsite in MOA Pasay, Cebu and Alabang Work shift: Shifting Salary: 35K Target start date: Asap In this role, you’ll make an impact in the following ways: • Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury...