Financial Advisor

Role DescriptionThis is a part-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning and investment management. The role is located in Taguig, with flexibility for some remote work.QualificationsFinancial Planning and Financial...

Company DescriptionRizal Technological University is a state university located in Mandaluyong, Philippines. Established in 1969 as the College of Rizal, it became autonomous in 1975. The university offers a wide range of academic programs and is committed to providing quality education and fostering innovative research.Role DescriptionThis is a full-time...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clients Support investment professionals to cultivate...

Join us and be part of a team that is shaping the future of wealth management in the Philippines.ResponsibilitiesProvide personalized wealth planning services to High Net Worth (HNW) clients, ensuring their financial goals are understood and met.Identify potential corporate accounts, establish relationships, and ensure a smooth onboarding process.Attend...

Looking to glow up your career You've come to the right place!As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just...

Looking to glow up your career You've come to the right place!As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just...

Position DescriptionJob Summary:As a Financial Support Representative specializing in financial investments, you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment accounts, addressing inquiries,...

Represent our company, with a comprehensive understanding of our offeringsResearch consumer needs and identify how our solutions meet themHire, train, motivate, and advise a team of sales representativesAchieve company objectives through effective planning, setting sales goals, analyzing performance data, and projecting future performance.Continuously...

Job Description· Develop lifetime customer relationships.· Seek out leads from the branch team. · Advise clients on how to minimize risk. · Advises clients on education, retirement, and estate planning and assists in setting up pension plans for families. · Help individuals, businesses, and families select the most appropriate life insurance policies.·...

A Financial Agent is a professional who assists clients in managing their financial affairs and achieving their financial goals. They provide personalized advice and guidance on investments, savings, insurance, retirement planning, and other financial matters. Financial Agents may work for financial institutions such as banks, investment firms, or insurance...

Job ResponsibilitiesEstablishes, maintains and grows relationship with bank partners.Acts as the sales and marketing officer for the area assigned.Ensures that targets are met for the whole region and specific partner branchesPerforms client presentations and conducts closing of businesses for the company.Takes care of the after sales servicing of the...

Job DescriptionThe Financial Planning & Analysis Expert will be responsible in providing timely, reliable and relevant financial information to management and stakeholders. He/She will also be the finance business partner to other functions and will be responsible in providing financial assessment / support in their various projects and initiatives. Skills...

Company DescriptionManulife Philippines is a subsidiary of Manulife Financial Corporation, an international financial services provider headquartered in Canada. Our mission is to make everyday decisions easier for people by understanding who they are, simplifying the choices they need to make, and supporting them every step of the way. With over 40,000...

The FP&A Manager plays a critical role in helping organizations make informed financial decisions and achieve their strategic objectives. Responsible for providing insights, data-driven recommendations, and financial plans that contribute to the company's success and growth.Job Responsibilities:Financial Planning: Develop and lead the financial planning...

Job Summary:The purpose of this role is to drive and lead the accounting, tax, and compliance functions of our company, ensuring adherence to accounting standards and efficiency in processes. The ideal candidate will design and implement processes and procedures related to accounting, tax, and compliance, with a strong focus on Philippine compliance, IFRS,...

Job descriptionCross Border Wealth (CBW) is looking for an experienced International Investment Advisor to work in our Manila office.This person will be responsible for establishing new client relationships and managing existing clients who have US-based private pensions.The candidate should have financial planning and investment sales experience, the...

Job DescriptionThe Tax Advisory Associate helps businesses with their tax-related issues, keeping them out of legal trouble. He counsels and oversees tax-related activities and acts as financial advisors to clients.Primary Duties And ResponsibilitiesKeep confidential records and tax information for clientsUnderstand finance and accounting...

Job DescriptionKey Responsibilities:. Accountable for the statutory and management accounting, taxation, treasury and payroll functions within the business, and you will own the relationships with our outsourced service providers to reliably deliver these functions. Ensure financial systems, processes and control environments are effective in supporting...

Role Summary: The individual in this role will play a key role in supporting the Business Development Team. Responsibilities include originating, evaluating, selecting, conducting due diligence, performing financial and valuation analysis, managing risk, negotiating, and closing strategic partnerships and acquisitions. The primary focus is on expanding...

Role Summary: The individual in this role will play a key role in supporting the Business Development Team. Responsibilities include originating, evaluating, selecting, conducting due diligence, performing financial and valuation analysis, managing risk, negotiating, and closing strategic partnerships and acquisitions. The primary focus is on expanding...