Financial Services Executive

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

Job Overview: We are looking for a talented Financial Planning Assistant Manager to join our team at Leading Executive Search. As a key member of our finance team, you will play a critical role in supporting our financial planning and analysis activities.Key Responsibilities:Financial Planning: Collaborate with senior management to develop financial...

Job OverviewSun Life Financial is seeking a skilled Finance Specialist to join its team. The ideal candidate will have experience in financial reporting and accounting, as well as strong analytical and communication skills.The Finance Specialist will be responsible for participating in the financial statement closing process, preparing and processing journal...

We are seeking an experienced Financial Planning Assistant Manager to join our team at Leading Executive Search. As a key member of our finance team, you will be responsible for developing financial strategies, analyzing business performance, and ensuring accurate forecasting and budgeting.Responsibilities:Financial Analysis: Prepare consolidated financial...

**Job Overview**We are seeking a highly skilled Financial Modeling Specialist to join our team at Visage Executive Search.About the Role:Develop and maintain financial models to support credit decisions.Monitor designated credit portfolios to identify potential risks and opportunities.Assist in due diligence, including company research and credit...

Job Description: We are seeking an experienced Financial Planning Assistant Manager to join our team at Leading Executive Search. As a key member of our finance team, you will be responsible for developing financial strategies, analyzing business performance, and ensuring accurate forecasting and budgeting.Responsibilities:Financial Reporting: Prepare...

At Sun Life Financial, we are committed to delivering exceptional customer service experiences that meet the evolving needs of our clients. As a key member of our operations team, you will play a pivotal role in ensuring the consistent delivery of high-quality services.Job DescriptionThe Front-Line Customer Service Director provides leadership and direction...

Company OverviewLeading Edge Executive Talent Search, Inc. is a leading provider of executive recruitment services.Job ResponsibilitiesIn this role, you will:Develop and implement financial strategies to drive business growth.Analyze business performance and provide insights to senior management.Ensure accurate forecasting and budgeting.Collaborate with...

Sun Life Financial seeks a highly experienced Insurance Operations Strategist to lead our Servicing Operations Transformation initiative across Asia Markets.The successful candidate will develop a comprehensive roadmap for delivery in 2025, addressing the changes required to meet agreed Servicing KPIs.Key Responsibilities:Develop a roadmap for delivery in...

Key AccountabilitiesThe Operations Manager will be accountable for delivering exceptional customer service, managing outsourcing, and developing team leaders.Main ResponsibilitiesContribute positively and effectively to a new BPO environment.Supervise agents, supervisors, and team leaders in day-to-day operations, ensuring alignment with organizational...

**The Opportunity:**We are seeking a Financial Governance Expert to join our team at Visage Executive Search. As a key member of our organization, you will be responsible for leading our KYC risk control initiatives and ensuring that our company conducts business in accordance with relevant laws and regulations.About the Job:This is an exciting opportunity...

At Sun Life Financial, we are seeking a highly experienced and driven professional to lead our Servicing Operations Transformation initiative across Asia Markets.This permanent role requires a strategic thinker with strong project management skills and insurance industry expertise.The successful candidate will create a roadmap for delivery in 2025 to...

Job Title: Executive Financial ControllerWe are seeking an experienced Executive Financial Controller to join our team at Lexus Manila Inc. This role involves leading and managing our financial planning and analysis functions, ensuring accurate and timely financial reporting.About the Role:Responsible for developing and implementing financial...

Welcome to Sun Life Financial, where you can be your most brilliant self! As a valued member of our team, you'll be empowered to learn, grow, and succeed in a supportive and inclusive work environment.Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a global company with a passion for people, driving...

As a key member of the finance operations team at MA Financial Group, you will play a crucial role in ensuring the accuracy and efficiency of our broker commission calculations and payments.About the RoleThis position involves maintaining transaction records, managing clawback processes, addressing broker inquiries, and preparing performance reports.You will...

At FWD Life Insurance Corporation, we are committed to helping our clients live longer, healthier and better lives. As a Financial Solutions Consultant, you will play a crucial role in delivering our innovative products and services to our partnered bank's clients.Job DescriptionYou will be responsible for implementing strategic initiatives to build and...

Sun Life Financial is a leading provider of financial services, committed to delivering exceptional value to our clients. We are seeking a highly skilled Customer Service Associate to join our team.This role involves providing outstanding customer service and support to clients by resolving telephone inquiries in a fast-paced environment. The ideal candidate...

At AboitizPower, we seek a seasoned Financial Services Director to join our team. As a key member of our leadership group, you will provide strategic financial guidance and support for mid to long-term investment decisions.The ideal candidate will have a strong background in corporate finance, valuation, equity research, investment banking, and financial...

Company Overview: Visage Executive Search is a renowned recruitment agency specializing in executive search and talent acquisition for the financial industry. We are committed to connecting top talent with leading organizations, driving business success, and fostering growth.Job Description: As a Client Experience Manager at Visage Executive Search, you will...

Job Description:The Compliance Specialist will be responsible for investigating AML TM and NS alerts, analyzing and investigating suspicious transactions, and assisting in performing other tasks and projects as assigned. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and...