Affluent Client Advisor

Job OverviewWe are seeking an experienced Wealth Relationship Manager to join our team in Maybank Makati. The ideal candidate will have a strong background in banking, finance, or a related field, and excellent communication and coalition building skills.As a key member of our Premier Banking team, you will be responsible for identifying and acquiring new...

Job DescriptionThis is an exciting opportunity to join My Ranggo as an Affluent Segment Acquisitions Manager. In this role, you will be responsible for preparing and presenting sales acquisition plans according to the assigned segment focus.You will also be required to gain knowledge and stay updated on all products, services, programs, and promotions...

About the PositionThe Strategic Client Acquisition Officer will play a vital role in creating necessary documentation and reports to track and monitor progress, financials, and other relevant metrics.You will be responsible for assisting and transitioning clients to appropriate groups for relationship management and acquiring affluent clients to reach...

Welcome to LVMH Group, where every day is a new opportunity to shine! As a Casual Client Advisor, you will be part of a vibrant team that shares a common goal: to deliver exceptional client experiences and exceed sales targets.We are looking for charismatic and results-driven individuals who embody our values and mission. Your role will involve building...

At RCBC, we are seeking a highly skilled Wealth Management Acquisitions Professional to join our team. As a key member of our wealth management department, you will play a pivotal role in expanding our customer base by onboarding new-to-bank clients into our Wealth Management portfolio.This position requires a unique blend of sales acumen, financial...

About the RoleWe are looking for a highly motivated Affluent Client Advisor to join our team at Hexa Business. As a key member of our wealth management team, you will be responsible for developing and executing strategies to acquire, migrate, and retain high net worth clients.The successful candidate will have a strong understanding of the financial industry...

Louis Vuitton is more than a name….its a mindset.For more than 150 years Louis Vuitton retail teams have shared the same spirit of excellence and passion. In their hands they have the power to share Louis Vuitton's history and ensure our brand's success Our top priority is each client's experience, inspiring them in store across our product universe and...

Financial AdvisorPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionFinancial Advisor - PRU LIFE UK Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide...

About the TeamWe are a diverse and inclusive team at SGV & Co. We are passionate about making a positive impact on the environment and are committed to helping our clients achieve their sustainability goals.We are seeking a Sustainability Strategy Advisor to join our team. As a Sustainability Strategy Advisor, you will work closely with our clients to...

The Insurance and Investment Advisor role at Orion Summit Life Insurance Agency Inc. - Team Justine involves working closely with clients to help them make informed decisions about their financial futures.Duties and ResponsibilitiesAn Insurance and Investment Advisor is responsible for:Meeting with clients to discuss their financial goals and...

About the Role:As a Virtual Insurance Advisor at Team Ives - Virtual Insurance Advisor, you will be working remotely as a sales representative. Your primary responsibilities will include client communication and needs assessment, followed by providing customized insurance solutions.What You'll Need:Bachelor's degree or higher from a reputable institutionAge...

Sales Representative Opportunity:At Team Ives - Virtual Insurance Advisor, we are committed to empowering talented individuals to succeed in their careers. We are currently looking for a Sales Representative to join our team as a Virtual Insurance Advisor.Responsibilities:Client communication and consultationNeeds assessment and solution...

Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

Job OverviewHexa Business is seeking a skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing our affluent client segment and delivering business results.The successful candidate will have a strong understanding of the financial industry and excellent communication skills....

Job OverviewWe are seeking a highly motivated Business Growth Specialist to join our team at My Ranggo. As a key member of our organization, you will be responsible for expanding our affluent segment client base by acquiring quality HNW accounts.Your primary focus will be on developing and implementing sales acquisition plans that meet the assigned segment...

We are looking for a talented Wealth Management Advisor to help individuals and businesses make informed financial decisions. As a Wealth Management Advisor, you will be responsible for understanding clients' unique financial objectives and developing strategies to help them achieve financial security and success.Main Responsibilities:Provide ongoing support...

Hybrid - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionCompany DescriptionAllianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and a full line of Life protection offerings. Headquartered in Makati City, we are the fastest-growing life insurance company in the country in terms of...

Job DescriptionAt Hexa Business, we are seeking a skilled Banking and Investments Professional to manage our affluent client segment. The successful candidate will be responsible for growing our customer base in terms of investable assets, fee income, and customer numbers.The ideal candidate will have a strong understanding of the financial industry and...

Business Law Advisor PositionThe Citco Group Limited seeks a highly skilled Business Law Advisor to support our team in navigating complex corporate legal challenges.As a Business Law Advisor, you will collaborate with our senior lawyers to deliver top-notch legal services to clients worldwide. Your expertise will be instrumental in helping us achieve our...

Qualifications and SkillsTo succeed as a Global Customs Advisor, you must have 4 years of related experience in Customs engagements (due diligence, health checks, and advisory). Experience in handling complex customs compliance matters and audits is essential. You must also have demonstrated ability to handle client relationships and provide legal guidance...