Financial Planning Specialist
7 days ago
As a Financial Advisor, you will guide clients in making informed financial decisions by providing expert advice on investment planning, risk management, and wealth creation.
Client Relationship Building:- Establish and maintain long-term relationships with individual and corporate clients, understanding their unique financial goals and objectives.
- Conduct thorough financial needs analysis to assess clients' risk tolerance and develop tailored strategies for achieving financial security and success.
- Develop customized financial plans that address clients' savings, investment, insurance, and retirement goals.
- Offer guidance on investment products, risk management techniques, and wealth-building strategies to help clients achieve their financial objectives.
- Pursue new business opportunities through networking, referrals, and lead generation, identifying potential clients who align with our services.
- Present and promote financial solutions that meet clients' evolving needs, ensuring seamless service delivery.
- Engage in ongoing training and development programs to enhance knowledge of financial products, market trends, and industry regulations, staying ahead of the curve in the ever-evolving financial landscape.
- Pursue relevant certifications and licenses to remain a trusted advisor in the field of financial services.
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Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines Manulife Financial Full timeManulife Financial is seeking a skilled and detail-oriented Financial Planning Specialist to join its Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.About the Role:The position is accountable for providing accurate, timely, and relevant financial data production, reporting, analysis,...
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Financial Planning Specialist
6 days ago
Makati City, National Capital Region, Philippines PMC Philippines Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong understanding of financial planning and analysis, as well as excellent communication skills.Develop and implement effective financial plans and forecasts to ensure the company's financial goals are met.Analyze financial data...
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Quezon City, National Capital Region, Philippines Manulife Financial Full timeSkillful in analyzing and interpreting large datasets, identifying trends and patterns, and providing actionable insights, you will join our team as a Senior Financial Planning Analyst.Your primary focus will be on financial operations, providing oversight and budget management for cloud expenses charged to organization cost centers. You will also develop...
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Senior Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines Manulife Financial Full timeSalary and BenefitsAt Manulife Financial, we offer competitive salary packages and performance bonuses to our employees. We also provide comprehensive benefits, including day one HMO coverage for our dependents, retirement savings benefit, and rewarding culture that values wellness and well-being.Job Description:We are seeking a highly motivated Senior...
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Financial Planning Consultant
6 days ago
Makati City, National Capital Region, Philippines MedGrocer Full timeWe're looking for an Economic Guidance Specialist to join our team at MedGrocer. In this role, you'll collaborate with a diverse group to create impactful projects that improve lives while fostering personal and professional growth.The Financial Planner will deliver customized financial advice and strategies through engaging seminars designed to assist...
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Financial Planning Specialist
7 days ago
Makati City, National Capital Region, Philippines Monroe Consulting Group Full time**Job Overview:**We are a leading executive search firm recruiting on behalf of a major fashion distribution and retail company. Our client is looking for a Corporate Planning Analyst to support their management team in making informed business decisions.Financial Planning and Budgeting: The successful candidate will work closely with the management team to...
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Financial Planning and Analysis Specialist
6 days ago
Makati City, National Capital Region, Philippines FasttrackSolutions Full timeAt FasttrackSolutions, we are looking for a skilled Financial Planning and Analysis Specialist to join our team. This role plays a vital part in the implementation of financial systems, ensuring that business processes are efficient and effective.Job Description:The successful candidate will have a Bachelor's degree in Accountancy/Finance/Banking or a...
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Financial Sales Specialist
6 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeJob OverviewAt Manulife Financial, we are seeking a skilled and motivated Financial Sales Specialist to join our team. This is an exciting opportunity for someone who wants to grow their career in bancassurance sales and customer service.### Responsibilities###This role involves providing life insurance solutions to bank's clients. You will work closely with...
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Senior Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines WHR Global Consulting Full timeAbout the RoleAs a Senior Financial Planning Specialist at WHR Global Consulting, you will play a crucial role in shaping the company's financial future. Your expertise will be essential in driving financial planning, budgeting, and decision-making processes.Main ResponsibilitiesDevelop and implement financial plans to align with business objectives.Manage...
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Financial Planning Specialist
6 days ago
Makati City, National Capital Region, Philippines D&V Philippines Full time**Job Overview**The Senior FP&A Analyst will be responsible for creating detailed financial models to forecast revenue, expenses, and cash flow for various industries. This involves building and maintaining complex financial models using Excel and other FP&A tools.The ideal candidate will have a strong understanding of financial statements and their...
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Financial Planning
2 weeks ago
Makati City, National Capital Region, Philippines Its Time For Tims Coffee Full timeThe Financial Planning and Analysis Manager (FP&A Manager) shall beresponsible for overall business planning and FP&A. The role will report directly to the CFO, indirectly to the CEO, and will be assisted by FP&A Analyst.Specific Responsibilities1. Formulate mid-term plan and annual budget2.Consolidate and analyze financial and operational results and work...
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Financial Crime Specialist
7 days ago
Quezon City, National Capital Region, Philippines Manulife Financial Full timeManulife Financial is seeking a dedicated Financial Crime Specialist to join our team.The ideal candidate will have a strong background in financial crime prevention and mitigation.Responsibilities:Identify and investigate potential financial crimes, such as money laundering and terrorist financing.Develop and implement risk-based policies and procedures to...
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Financial Planning
2 weeks ago
Makati City, National Capital Region, Philippines Buskowitz Energy Full timeJob Description• Prepare and review accurate and timely financial reports, including monthly, quarterly and annual financial statements.• Perform in-depth analysis of financial data, identify trends, and provide actionable recommendations to improve financial performance.• Assist in gathering inputs and check quality and completeness of report•...
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Financial Planning Director
6 days ago
Makati City, National Capital Region, Philippines ACCESS SOLUTIONS MULTI-PURPOSE COOPERATIVE Full timeJob DescriptionWe are seeking an experienced Financial Planning Director to lead our Finance and Accounting Department. The successful candidate will have a strong background in financial planning and analysis, with excellent leadership and communication skills.Key Responsibilities:- Develop and implement comprehensive financial plans to ensure the company's...
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Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines Angular Developer Full timeAt Angular Developer, we are seeking a part-time hybrid Financial Advisor to join our team.This role is based in Quezon City with the possibility of some work from home. The Financial Advisor will be responsible for financial planning, retirement planning, investment strategies, and providing financial advice.The ideal candidate will have experience in...
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Career in Financial Planning
6 days ago
Makati City, National Capital Region, Philippines PruLife UK - Team Arnel Full timeCareer in Financial PlanningPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeAbout the Career PathThis role presents a fantastic opportunity for individuals to launch their career in financial planning, work closely with clients to understand their financial needs, and develop personalized plans to achieve...
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Financial Management Specialist
6 days ago
Makati City, National Capital Region, Philippines Infomax Systems Solutions and Services, Inc. Full timeAbout the RoleWe are looking for a highly skilled Financial Management Specialist to join our team. As the Financial Management Specialist, you will be responsible for overseeing financial processes, including budgeting, forecasting, and financial reporting.Financial Planning: Develop and implement financial plans, including budgeting and...
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Financial Planning Strategist
7 days ago
Makati City, National Capital Region, Philippines Beep Full timeJob OverviewThe Financial Planning and Analysis Officer is a key role at Beep, responsible for driving business growth through financial analysis and planning.This position requires a highly skilled individual with expertise in financial modeling, data analysis, and communication. The successful candidate will be able to interpret complex financial data,...
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Financial Management Specialist
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeJob OverviewThe Finance Officer role at Manulife Financial is a vital position that oversees accounting, management, tax, and audit reporting. The successful candidate will be responsible for maintaining accurate financial records in accordance with company policies, regulatory requirements, and accounting standards.Key ResponsibilitiesCash Management:...
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Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines AIA Philippines Full timeThe ideal candidate for this role at AIA Philippines will deliver customized investment solutions to help clients achieve their long-term financial objectives. They should be skilled in creating comprehensive financial plans and verifying work accuracy to ensure precise information.ResponsibilitiesSupport clients with personalized financial planning...