Wealth Management Professional

The Hongkong and Shanghai Banking Corporation Limited (HSBC) is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.We are seeking a highly...

Creative Hands HR Consultancy is seeking a seasoned Client Relationship Expert to drive growth and revenue in our Wealth Management division.The successful candidate will be responsible for managing relationships with existing clients, acquiring new ones, and ensuring that they are fully aware of our wealth management products and services.Key...

About the RoleWe are seeking a highly motivated and experienced Financial Wealth Planner to join our team at PDC Insurance Agency Inc.In this role, you will be responsible for providing expert financial advice to clients, developing personalized wealth management strategies, and building strong relationships with them.What You Will DoConduct thorough...

CLIENTOur client is a leading fintech company in the Philippines.JOB DESCRIPTIONResponsible for leading and executing the strategic vision for the wealth management division.Develop and articulate the long-term strategic plan for the wealth management division.Identify and pursue opportunities to expand the company's wealth management offerings, including...

We're looking for a results-driven professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

Our client, one of the leading Indian Government Public Sector Banks with a strong domestic presence.Minimum 3 Years of Experience: as Relationship Manager in Wealth Management with Public Banks, Private Banks, Foreign Banks, Broking Firms, Security Firms, and Asset Management Companies.Proficiency/knowledge: in local language/area/market/clients is...

We are currently seeking a talented professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

Are you a detail-oriented and proactive individual looking for a challenging role? We are seeking a Corporate Wealth Advisor to join our Wealth Management Group at China Banking Corporation.Key Responsibilities:Deliver personalized wealth management services to high-net-worth individuals and corporations.Conduct thorough needs assessments to identify...

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...

We are looking for a highly motivated and organized individual to fill the role of Private Wealth Manager at Bank of the Philippine Islands. As a Private Wealth Manager, you will be responsible for providing exceptional client service and growing their wealth.Responsibilities:Manage client accounts and grow their portfoliosProvide investment advice and...

We are East West Banking Corporation, a leading financial institution that values client satisfaction and loyalty.Our Wealth Management - Priority Banking is seeking a highly motivated and results-driven professional to fill the role of Client Relationship Officer in Binondo. As a key member of our team, you will play a critical role in building strong...

At Pru Life National Capital Region, Philippines, we are committed to providing exceptional financial services to our clients.We are seeking a highly motivated and results-driven individual to join our team as a Wealth Management Specialist.About the PositionThis is an ideal opportunity for those who are passionate about finance, sales, or helping people.You...

Hybrid - Manila 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance BonusInsurance Health & WellnessProfessional DevelopmentPaid Time Off, Paid HolidaysDescriptionAs a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future....

About the JobAs a Portfolio Development Manager at AXA Philippines, you will be responsible for developing and executing strategies to grow our Wealth Management business.Your Key ObjectivesMeet annual sales targets by identifying and pursuing new business opportunities.BUILD STRONG RELATIONSHIPS WITH PARTNERS TO DRIVE BUSINESS GROWTH.DELIVER EXCEPTIONAL...

China Banking Corporation (CBC) is seeking a talented individual to join its Wealth Management Group. The successful candidate will be responsible for marketing WMG products and services, building customer relationships, and performing portfolio management and account administration.Key Responsibilities:Assist in the development and implementation of...

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our aim is to be where the growth is, enabling businesses to thrive and economies to prosper.We are seeking a high-calibre professional to join our team as a Assistant Vice President Business Administration and Operational...

About the Role:We are seeking an experienced professional with deep knowledge of financial technology to lead our wealth management division.

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're seeking a highly motivated and results-driven Wealth Management Advisor to join our team at Sun Life Philippines.In this role, you'll work closely with clients to understand their financial goals and develop customized wealth management strategies to help them achieve those goals. You'll also be responsible for recommending and selling a range of...

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...