Wealth Management Consultant

**Career Opportunity:**We are seeking a talented Business Development Officer to join our team at Philippine Bank of Communications (PBCOM). As a key member of our team, you will have the opportunity to develop and implement sales strategies to increase revenue and enhance client satisfaction.**Key Responsibilities:**Develop and implement sales strategies to...

Negzda Global invites applications for the position of Wealth Management Specialist.Job Description:This role involves providing expert advice to clients on investment strategies and managing their wealth.The successful candidate will have excellent communication skills and be able to build strong relationships with clients.Responsibilities:Provide...

Job Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will be responsible for assisting in marketing WMG products and services to existing and potential customers.Main Responsibilities:Market WMG products and services to...

Wealth Management Analyst Job DescriptionThe Wealth Management Analyst will work closely with the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team to provide accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting.Main...

About the RoleThe successful candidate will develop customized financial plans for clients, including savings, investments, insurance, and retirement plans. They will offer expert advice on risk management and wealth-building strategies, educating clients about market trends, product offerings, and financial best practices.You will also identify new clients...

Job DescriptionThe role of the Sales Support Officer – Makati Branch involves assisting the Wealth Sales Team in sustaining and maintaining profitable client relationships.This includes supporting the Head of Investment and Insurance Sales/Wealth Sales Team Head in daily administrative work such as preparing sales reports, minutes of meetings, and data...

Direct message the job poster from China Bank PHJob Responsibilities:Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any...

At AXA Philippines, we are seeking a seasoned professional to join our team as an Investment Wealth Manager.About the Role:This is a unique opportunity to leverage your expertise in investment sales and build long-lasting relationships with high net-worth clients of financial institutions.You will be responsible for generating new business opportunities and...

Key ResponsibilitiesDevelop strategy for growing wealth and remittance products, including program management and coordination with internal business units/stakeholders to deliver programs.Understanding and developing commercials related to the business, such as product pricing, revenue forecasting, promotional offers, etc.Analyzing and understanding...

At Metrobank, we empower future leaders by providing opportunities that enhance skills and unlock talents. Our well-rounded individuals evolve into experts who can do their best work and secure a fulfilling career.Our Investment Specialists are responsible for the growth of investment assets, sales volumes, and profitability of high network clients...

Transform Your Career:Avaloq invites applications from experienced Senior IT Consultants looking to transform their careers and make a meaningful impact in the financial industry.As a key member of our Client Solution and Integration Architecture team, you will have the opportunity to shape the future of our organization and drive innovation in the...

Eastern Summit Life Insurance Agency, Inc.Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, IncentivesInsurance Health & WellnessAnnual Company TripProfessional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick LeaveWork-Life BalanceFlexible Hours, Work...

We are seeking a highly motivated Wealth Management Specialist to help individuals and businesses achieve their financial objectives.The successful candidate will have a bachelor's degree and possess basic knowledge of financial markets, investment strategies, and insurance policies.Key Skills and Qualifications:Potential in sales, negotiation, and...

About the RoleWe are seeking an experienced Financial Analyst to join our team at Manulife Insurance Malaysia. In this role, you will be responsible for providing high-quality financial analysis and support to the Wealth and Asset Management team.You will have the opportunity to work on a variety of projects, including the development and implementation of...

We are looking for a highly motivated and goal-oriented Financial Consultant to join our team at Eastern Summit Life Insurance Agency, Inc.About Our TeamWe pride ourselves on having a supportive and collaborative work environment.Flexible hours and autonomy to manage your book of business.The Ideal Candidate:Has a proven track record of success in sales and...

About the CompanyManagement Strategies is a leading provider of business consulting and services. We are committed to delivering high-quality solutions to our clients and are seeking a skilled professional to join our team as a Sales & Marketing Lead.Main Responsibilities:Develop and implement sales strategies to achieve revenue targetsCollaborate with the...

Role Summary:This role is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Retail team. The successful...

We are seeking a skilled Personal Finance Consultant to help individuals and businesses achieve their financial goals.The successful candidate will have a bachelor's degree and be able to educate clients on wealth management and savings strategies, assess their insurance needs, and recommend suitable policies.Working Location:Our office is located in a...

Job OverviewAs a Licensed Financial Consultant at PRU LIFE – Team Zyrine, you will have the opportunity to work with a dynamic team to provide expert financial guidance to our clients. Your primary responsibility will be to assess clients' financial situations, develop personalized financial plans, and recommend suitable financial products and services.Key...

Corporate Tax ConsultingWe are seeking a highly skilled and experienced corporate tax consultant to join our team at SGV & Co. As a senior tax associate, you will be responsible for providing expert advice on a wide range of tax and business matters to our clients, including corporate restructuring and tax due diligence.Your key responsibilities will...