Financial Solutions Specialist

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 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...

Unlock your potential at Sun Life Financial, where you'll have the opportunity to make a lasting impact on people's lives.We're looking for an experienced Solutions Designer to join our team, who can translate system requirements into software design documentation, taking into account best practices in security, business continuity, and more.The ideal...

Job OverviewJHL Financial Solutions is seeking an experienced Insurance Agent to join our team. As a key member of our client acquisition and retention team, you will be responsible for developing and executing strategies to grow our business.

Are you an experienced finance professional looking for a new challenge? Eastwest Banking Corp is seeking a skilled Treasury Sales specialist to join our team.Financial Solutions ManagerIn this full-time hybrid role, you will be responsible for managing and selling treasury products/services, emphasizing on Investments and Foreign Exchange. Daily tasks will...

We are seeking a Global Solutions Representative to join our team at Sun Life Financial. This role involves providing expert guidance and support to clients regarding life insurance policies and other financial products.Key responsibilities include:Providing answers to moderately complex client inquiries about life insurance policies and other financial...

At E-Solutions IT Services, we are seeking a dynamic and results-driven Financial Solutions Consultant to join our team.Key ResponsibilitiesPromote a range of insurance products to bank clients through presentations and product demonstrations.Achieve sales targets and drive new business acquisition within assigned branches by building strong relationships...

At Human Resource Innovations and Solutions Inc., we are seeking a highly skilled Financial Operations Specialist to support the smooth operation of our food retailing stall. The ideal candidate will have excellent financial management skills, strong analytical abilities, and a keen eye for detail.The successful applicant will be responsible for managing...

Overview:The Compliance Specialist will play a key role in maintaining a strong compliance culture and ensuring that our organization complies with anti-money laundering regulations. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and mutual fund businesses, and ability to...

Discover the opportunity to join a dynamic team of experts in the field of systems development and integration. As a Systems Specialist at Sun Life Financial, you will be responsible for building and implementing ServiceNow solutions that meet business needs.Job Overview:The successful candidate must be willing to work in a fast-paced environment,...

Sun Life Financial is seeking an experienced Systems Specialist to join our team. In this role, you will be responsible for designing, creating, and configuring ServiceNow solutions that meet business needs.Key Responsibilities:You will build and support the implementation of OOB modules, custom applications, custom plug-ins, 3rd party integrations, and...

locations Taguig City, National Capital Region (Manila)time type Full timeposted on Posted Todayjob requisition id JR00108083You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their...

About the RoleAs a Group Accountant at MA Financial Group, you will play a vital role in ensuring the accuracy and completeness of our financial statements. Your expertise in accounting and reporting will be instrumental in providing support to our team and stakeholders.You will be responsible for preparing and posting month-end journals, reconciling...

Job OverviewNewmoon PH - Emerge Nutra Solutions Inc. is seeking an experienced Financial Operations Specialist to manage daily and month-end billing/invoices, cash disbursements, and vendor charge reconciliations.Duties and ResponsibilitiesManage the generation of daily and month-end billing/invoices for customers in a timely and accurate manner.Process cash...

Role Summary:We are seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a key role in ensuring that our organization complies with anti-money laundering regulations and maintains a strong compliance culture.Key Responsibilities:Investigate Anti-Money Laundering (AML) Transaction Monitoring (TM) and Name...

Want to be part of a team that's making a difference in people's lives?We're seeking an experienced Solutions Designer to join our team at Sun Life Financial, where you'll have the opportunity to design innovative software solutions that meet business requirements.The ideal candidate will have a strong background in IT, with more than 10 years of working...

About the Role:We are seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a key role in ensuring that our organization complies with anti-money laundering regulations and maintains a strong compliance culture.Key Responsibilities:Investigate Anti-Money Laundering (AML) Transaction Monitoring (TM) and...

Specialist, Client Solutions (Open for Tech Fresh Graduates)FactSet Taguig, National Capital Region, PhilippinesFactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers/management firms, and other financial...

Job OverviewAt Dynamic Talent Solutions, we are seeking a highly skilled Financial Analyst to join our team.The ideal candidate will possess strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.

Job DescriptionWe are seeking a skilled Financial Technology Specialist to enhance our wealth management platforms. As a key member of our team, you will bridge the gap between business needs and technology solutions.Your responsibilities will include analyzing requirements, developing specifications, and collaborating with stakeholders to ensure effective...