Investment Product Sales Expert

Job SummaryThe Investment Consultant is responsible for developing customized investment strategies based on clients' financial goals and risk profiles. This role supports sales teams in portfolio management by providing investment strategy expertise, using market research and data analysis, and assisting in meetings. Additionally, the role involves staying...

About the Role:We are looking for a highly experienced Investment Planning Expert to help our clients succeed in their financial endeavors. This is a challenging and rewarding role that requires strong analytical skills and excellent communication abilities.Key Duties:Meet with clients to understand their financial situation and goals.Design and implement...

About Allianz PNB LifeWe are a major life insurer in the Philippines, committed to providing Variable Life products and protection offerings for individuals and institutions.Headquartered in Makati City, we have 16 offices nationwide, making us the fastest-growing life insurance company in the Philippines.Allianz ranks #1 globally in the Interbrand Best...

Job DescriptionThe Investment Consultant is responsible for developing customized investment strategies based on clients' financial goals and risk profiles.Key ResponsibilitiesCreate and implement customized investment strategies that align with clients' financial objectives and risk profiles.Analyze financial data, market trends, and economic forecasts to...

**Job Summary:**We are seeking an experienced Product Development Expert to join our team as an Investment Officer for Funds & Products. In this role, you will be responsible for developing product propositions that address client needs and objectives, and managing their performance.This position requires a strong understanding of financial markets, economic...

We require an experienced Investment Advisor to assist our clients in achieving their financial objectives.About the PositionThe successful candidate will be responsible for analyzing clients' financial situations and providing expert advice on investment strategies. This role requires a deep understanding of financial markets and a passion for helping...

About This OpportunityWe are seeking an experienced Investment Advisor to join our team, providing expert advice to clients on investment strategies, risk management, and wealth-building.ResponsibilitiesInvestment Strategy Development: Create customized investment plans for clients, taking into account their financial goals, risk tolerance, and time...

We are looking for a skilled Real Estate Analyst Expertise to join our team. As a real estate analyst, you will be responsible for analyzing market trends, evaluating investment opportunities, and providing strategic recommendations to clients.Your key responsibilities will include:Conducting market research and analysis to identify emerging trends and...

We are seeking a skilled Real Estate Broker to join our team at Rampver Realty. As a key member of our team, you will be responsible for providing expert guidance on real estate investments, leveraging our expertise in market analysis and property valuation.Key tasks include client consultations, property matching, property viewings, market research, and...

Job SummaryThe Investment Officer for Funds & Products plays a pivotal role in crafting innovative product propositions that cater to clients' evolving needs and objectives. This position entails conducting thorough market research, structuring products, formulating investment strategies, and overseeing their performance. The Investment Officer collaborates...

The Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product structuring, investment strategy formulation, and ongoing portfolio management and entails close collaboration with stakeholders within TAMG and the...

The Investment Officer role at China Bank PH is focused on developing tailored investment funds that address client needs and objectives. This involves market research, product structuring, investment strategy formulation, and ongoing portfolio management.Key responsibilities include collaborating with internal teams to design new products based on market...

We are seeking an Organizational Development Expert to join our team at Capex Finance and Investment Corporation. As an Organizational Development Expert, you will be responsible for helping us improve our organizational performance and effectiveness.You will work closely with stakeholders across different departments and levels to identify areas for...

Pru Life UK - Team Rhod is a leading insurance company seeking a Retirement and Investment Planner to help clients achieve their long-term financial goals.ResponsibilitiesDevelop and implement comprehensive retirement and investment plans for clients.Provide expert advice on investments, insurance, and retirement strategies.Build and maintain strong...

PruLife UK- Team Christine is a trusted partner for individuals and businesses seeking expert financial guidance. We are seeking a Investment and Planning Specialist to join our team and provide personalized support to clients.About the Role:This is an exciting opportunity to work with a passionate team and contribute to the growth and success of PruLife...

Nezda is looking for an Investment Specialist.Salary: P19,000Qualifications:Bachelor's degree holder, preferably in a Finance related course.Effective communicator with strong attention to detail.At least 1 to 2 years of working experience, preferably in the Finance industry.Strong math and analysis background.Knowledgeable in investment.Knowledgeable in...

3 days ago Be among the first 25 applicantsDirect message the job poster from China Bank PHHR Assistant @ China Bank PH | Strategic Talent SourcingThe Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product...

Are you a driven and ambitious individual looking to build a career in finance?Orion Summit Life Insurance Agency Inc. is seeking a part-time Financial Advisor to join our team.About the Role:Provide expert financial guidance to clients, helping them manage their finances and build wealth.Assess clients' financial situations and develop customized financial...

About the RoleThis mid-senior level position is ideal for an experienced professional looking to take on a challenging role in investment relationship management. The successful candidate will have a minimum of 5 years of experience in corporate banking sales, treasury sales or investor relations.Possessing professional certifications such as Certified...

Relationship Manager – Investment & Wealth3 days ago Be among the first 25 applicantsDirect message the job poster from AXA PhilippinesJob Purpose:Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activationBuild and deepen relationships with partners to drive businessHelp identify clients'...