Investment Guidance Professional
6 days ago
We are seeking a highly experienced Investment Guidance Professional to join our team at MANULIFE PHIL Davao.
About the RoleThis is an excellent opportunity for a seasoned professional to leverage their expertise in investment strategies, financial planning, and wealth management to deliver high-quality services to our clients.
Key Responsibilities- Develop and implement comprehensive investment plans tailored to each client's unique needs and objectives.
- Provide expert advice on investment products, risk management strategies, and portfolio optimization techniques.
- Stay up-to-date with industry trends, regulations, and best practices to ensure clients receive the most effective guidance possible.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Proven experience as an Investment Advisor, Financial Planner, or in a similar role, with a strong focus on delivering exceptional client service.
- Excellent analytical and problem-solving skills, with the ability to think critically and outside the box.
- Strong communication and interpersonal skills, with a proven ability to build trust with clients and colleagues alike.
- Proficiency in financial analysis software, Microsoft Office Suite (Word, Excel, PowerPoint), and other relevant tools.
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Investment Guidance Expert
3 days ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeWe are seeking a highly skilled Investment Guidance Expert to join our team at SUN LIFE ADVISOR.About the PositionThe successful candidate will be responsible for providing expert guidance and support to clients or internal stakeholders on a variety of topics.The ideal candidate will have strong analytical, communication, and problem-solving skills, as well...
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Investment Management Professional
3 days ago
Davao City, Davao, Philippines Maybank Full timeThe Ideal CandidateWe are seeking an experienced and skilled Trust Account Servicing Officer to join our team. The ideal candidate will have a strong background in banking, finance, or a related field, with a minimum of three years of professional experience.Manage account activity and transactions, monitoring for regulatory adherence and client...
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Real Estate Investment Specialist
3 days ago
Davao City, Davao, Philippines MATT-DESIGNS REALTY SERVICES Full timeAs a seasoned professional in the real estate industry, you will play a pivotal role in advising clients on buying, selling, and investing in properties.Key ResponsibilitiesConduct thorough market research and property evaluations to determine fair pricing and maximize returns for clients.Develop strong relationships with clients to understand their unique...
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Investment Guidance Expert
6 days ago
Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full timeRequirements and QualificationsDegree in finance, accounting, economics, or a related fieldMinimum 2 years of experience in financial services, wealth management, or a related fieldExcellent communication and interpersonal skillsAbility to analyze complex financial data and develop effective solutionsStrong problem-solving and time-management skillsBenefitsA...
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Real Estate Investment Advisor
3 days ago
Davao City, Davao, Philippines Rembles Group Full timeAt Rembles Group, we are seeking a skilled Real Estate Investment Advisor to provide expert guidance on property investments. As a key member of our team, you will help clients make informed decisions about buying, selling, or renting properties.About the RoleThis is an exciting opportunity for someone with a strong understanding of market trends and...
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Financial Planning Professional
6 days ago
Davao City, Davao, Philippines GRANDUKE FINANCING Full timeJob DescriptionGRANDUKE FINANCING is hiring a skilled Financial Planning Professional to provide expert financial guidance to clients.Main TasksDevelop and implement comprehensive financial plans tailored to clients' needs.Analyze financial data to identify areas for improvement and optimize investment strategies.QualificationsA bachelor's degree in finance,...
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Operations Analyst
4 days ago
Davao City, Davao, Philippines Manulife Full timeAbout ManulifeManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. As a member of our team, you will have the opportunity to work with a diverse group of professionals who share a common goal: delivering exceptional service to our clients.The Operations Analyst -...
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Strategic Investment Consultant
6 days ago
Davao City, Davao, Philippines DVO6- ACTIVE ALLIANCE FINANCE CORPORATION Full timeDVO6- ACTIVE ALLIANCE FINANCE CORPORATION is a leading provider of financial services. We are seeking a Strategic Investment Consultant to join our team.Key ResponsibilitiesDeveloping and implementing comprehensive financial plans to achieve long-term goals.Analyzing financial data and trends to provide tailored solutions for individual or business...
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Personal Finance Advisor
6 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeMANULIFE PHIL Davao is seeking a skilled Personal Finance Advisor to provide expert guidance on personal finance management, investment strategies, and wealth creation.About the RoleThis is an exciting opportunity for a dedicated professional to help individuals and families achieve their long-term financial goals through personalized advice and coaching.Key...
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Estate Property Specialist
6 days ago
Davao City, Davao, Philippines ELEANA DEOCAREZA BOOKKEEPING SERVICES Full timeWe are seeking a dedicated and results-driven Professional to assist buyers and sellers through the property buying and selling process.Job ResponsibilitiesAssist clients in navigating the complexities of the market while providing guidance on pricing, negotiations, and property details.Help clients find their dream home or property investment...
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Financial Planning Expert
6 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeAt MANULIFE PHIL Davao, we seek a highly skilled Financial Planning Expert to provide personalized financial advice and guidance to our clients.About the RoleThis is an exciting opportunity for a seasoned professional to leverage their expertise in financial planning, wealth management, and investment strategies to help individuals and businesses achieve...
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Professional Money Manager
6 days ago
Davao City, Davao, Philippines Sun Life Philippines Bahada Full timeJob OverviewSun Life Philippines Bahada is committed to helping our clients achieve their financial goals. As a Financial Consultant, you will play a vital role in providing expert advice and guidance to our clients.Key Objectives:Help clients make informed decisions about investments, retirement planning, and insurance solutions.Develop and implement...
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Clinical Healthcare Professional
3 days ago
Davao City, Davao, Philippines The Generics Pharmacy -Calinan Full timeThe RoleAs a Clinical Healthcare Professional with The Generics Pharmacy - Calinan, you will play a critical role in ensuring the best possible outcomes for our patients. Your primary responsibility will be to dispense prescription medications accurately and provide expert guidance to patients on their use.Furthermore, you will work closely with healthcare...
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Retail Banking Professional
3 days ago
Davao City, Davao, Philippines Bank of America Full timeJob DescriptionCritical Functions:Utilize the consultative sales process to identify customer needs and provide tailored solutionsMaintain in-depth knowledge of retail consumer and small business products/servicesProactively reach out to customers to set appointments for periodic financial reviewsCross-sell to existing customers and engage in outside sales...
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Wealth Management Consultant
6 days ago
Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full timeKey ResponsibilitiesAnalyze clients' financial data to identify areas for improvement and develop recommendations for achieving their financial goalsProvide guidance on investment strategies, wealth management, and retirement planningDevelop and implement comprehensive financial plans that align with clients' objectives and risk toleranceCommunicate complex...
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Financial Staff Professional
3 days ago
Davao City, Davao, Philippines ALLIAH Full timeWe are seeking a qualified Financial Staff Professional to join our team at ALLIAH.The ideal candidate will have a degree in Accountancy, Management Accounting or Accounting Technology, and possess skills in computer literacy, particularly in Microsoft Office.A successful Financial Staff Professional will be responsible for managing financial transactions,...
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Wealth Management Specialist
6 days ago
Davao City, Davao, Philippines GRANDUKE FINANCING Full timeJob SummaryGRANDUKE FINANCING invites applications for the position of Wealth Management Specialist, responsible for providing expert financial guidance to clients.Main DutiesConduct thorough financial assessments to determine clients' financial goals and objectives.Develop personalized investment strategies to achieve clients' financial...
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Business Property Specialist
3 days ago
Davao City, Davao, Philippines Rembles Group Full timeRembles Group is seeking a skilled Business Property Specialist to provide expert guidance on property investments. As a key member of our team, you will help clients make informed decisions about buying, selling, or renting properties.About the JobThis is an exciting opportunity for someone with a strong understanding of market trends and property...
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Client Acquisition Manager
6 days ago
Davao City, Davao, Philippines East West Banking Corporation Full timeAbout the OpportunityWe invite applications for the position of Client Acquisition Manager at EastWest Banking Corporation. This is an exciting opportunity for a professional with a passion for business development and client relationships.As a Client Acquisition Manager, you will be responsible for generating and maintaining business to achieve sales...
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Management Accounting Professional
6 days ago
Davao City, Davao, Philippines ASA PHIL. FOUNDATION INC. MA-A BRANCH Full timeWe are seeking a talented Financial Officer to lead our financial operations at ASA PHIL. FOUNDATION INC. MA-A BRANCH.About the RoleThis is an exciting opportunity to work on managing financial planning, budgeting, and forecasting activities.The successful candidate will be responsible for overseeing financial reporting, compliance, and audits.We require a...