Portfolio Development Advisor

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...

**Job Overview:**Lazurite Gold Life Insurance Agency is seeking a part-time Insurance Financial Advisor to join their team. This role involves offering financial planning, advising clients on retirement planning, managing insurance portfolios, and providing investment advice.**Key Responsibilities:**Assess client financial needs and develop customized...

Job DescriptionWe are seeking a results-driven professional to drive revenue growth in the marine insurance sector. The successful candidate will be responsible for identifying and pursuing new business opportunities, developing strategic plans to expand the company's portfolio, and implementing marketing and client acquisition strategies.Main...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Lazurite Gold Life Insurance AgencyAssistant Unit Manager - Lazurite Gold Life Insurance AgencyCompany DescriptionMembers are at work-from-home setup, working efficiently through the use of internet connection and working device (Laptop/Tablet/Mobile Phone).Role...

About the JobThis is an exciting opportunity for a Portfolio Development Executive to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will play a crucial role in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account...

Role OverviewAs a Professional Investment Advisor at PruLife UK - Team Jed, you will be responsible for evaluating clients' financial situations and developing personalized investment strategies to meet their goals.Key ResponsibilitiesEvaluate clients' financial information to identify areas for improvement and recommend solutions.Develop and implement...

Job OverviewThis is an exciting opportunity to join Netrust Philippines Corporation as a Product Manager and play a critical role in driving business growth and expansion.As a Product Manager, you will be responsible for identifying, managing, and optimizing the company's product portfolio to ensure alignment with client needs, market opportunities, and...

Job DescriptionAs a leading cybersecurity solutions integrator, Netrust Philippines Corporation specializes in delivering cutting-edge solutions to secure and optimize IT environments for our clients. We work with an extensive range of cybersecurity partners to meet the unique needs of our customers.The Product Manager will be responsible for identifying,...

About the RoleWe are seeking a highly experienced Derivatives Portfolio Manager to lead our Treasury and Liquidity Risk Division's derivatives management operations. This key role requires a strong background in derivatives valuation, collateral management, and risk analysis, as well as excellent communication and leadership...

We're seeking an exceptional leader to manage our high-potential advisor engagement program. As a key member of our team, you will be responsible for driving business growth by developing and executing strategies to identify, engage, and retain top talent. Your expertise will shape the future of our business and inspire others to achieve excellence.Main...

Ayala Land, Inc. is looking for experienced and results-oriented professionals to join its team as Corporate Financial Advisors.As a Corporate Financial Advisor, you will be responsible for providing financial guidance and support to various departments within the organization.Responsibilities:Provide financial analysis and recommendations to...

PruLife UK- Team Christine seeks an Insurance Portfolio Manager to oversee clients' insurance portfolios.You will work closely with clients to assess their insurance needs and develop comprehensive portfolio strategies. Your expertise will ensure clients' insurance assets are optimized for maximum returns while minimizing risk.Responsibilities:Analyze...

Company OverviewThe Advisor Hub is a leading provider of financial advisory services. Our team of experts helps individuals and businesses navigate complex financial decisions.BenefitsCompetitive salary and benefits package.Opportunities for professional growth and development.A supportive and dynamic work environment.

Prulife UK Makati, National Capital Region, Philippines2 days ago Be among the first 25 applicantsSenior Associate Unit Manager - Ace Summit Life Insurance AgencyCompany DescriptionEstablished in 1996, Pru Life UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first life insurance companies...

Nityo Infotech Services Philippines Inc. is hiring a Portfolio Administration Manager to oversee the administration of our portfolio, ensuring effective management and coordination of multiple projects.Key responsibilities:Develop and maintain accurate and up-to-date project information and documentationIdentify and analyze project trends and metrics,...

Position Summary:The Portfolio Development Manager will be responsible for developing and executing corporate communication and customer education strategies through public relations and other media engagements.The ideal candidate will have a bachelor's degree from a college/university, preferably a graduate of marketing or communications, advertising, or...

Role OverviewAs a key member of our Asset Management team, you will play a critical role in ensuring the success of our investment portfolios. Your responsibilities will include:Managing and maintaining our investment portfolios in accordance with company mandates and regulatory requirements.Developing and implementing portfolio strategies in collaboration...

Join Our TeamWe are a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their goals. Our mission is to deliver exceptional service and unparalleled expertise to our clients.Job Title: Investment and Insurance AdvisorWe are seeking a skilled and ambitious professional to join our team as an...

About the OpportunityJoin Security Bank Corporation as a Card Portfolio Executive and play a key role in shaping our consumer lending product portfolio.You will be responsible for developing and implementing strategies to drive revenue growth, improve customer engagement, and increase profitability.

Job DescriptionWe are seeking an experienced Financial Portfolio Manager to join our team. In this role, you will be responsible for managing and maintaining our investment portfolios in accordance with company mandates and regulatory requirements.Your key responsibilities will include:Working closely with the Head of Investment Management to develop and...