Financial Markets and Wealth Management Professional

About the RoleWe are looking for an experienced Wealth Management Expert to join our team as a Wealth and Financial Services Manager. In this role, you will collaborate with service delivery managers and Director to define, improve, and/or implement various quality development and Reporting improvements for the Wealth Management and financial services...

Key skillsWealth ManagementFund Servicing ManagerProject Management CompetencyDigital Transformation DirectorDigital SolutionsFinancial ManagementExcellent CommunicationStakeholder ManagementBankingCapital MarketsFund ManagementJOB TITLE: Manager, Expert – Wealth ManagementCategory: Business Consulting, Strategy and Digital TransformationWORK SETUP: Onsite...

Job DescriptionDMP INSURANCE (FWD PHILIPPINES) is currently seeking a talented Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will play a critical role in helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesClient Relationship Building: Build and...

About Neksjob:Neksjob is a leading provider of innovative wealth management solutions. We are committed to delivering exceptional results through our expertise in wealth platforms and business analysis.Job Description:The successful candidate will play a key role in enhancing our wealth management platforms. The ideal candidate will have strong analytical...

Neksjob's Wealth Management Solution:Neksjob's wealth management solution provides a comprehensive platform for managing investments, tracking performance, and analyzing market trends. Our solution is designed to meet the evolving needs of investors and financial institutions.Job Description:We are seeking a skilled Wealth Platform Technical Business Analyst...

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...

Hybrid - Taguig 1-3 Yrs Exp Diploma FreelanceJob DescriptionDescriptionJoin Our Team as a Financial Wealth PlannerAre you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people's lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU...

Overview of the RoleAs a Financial Advisor with Global One LIA Inc., you will play a crucial role in helping clients achieve their financial goals. Your responsibilities will include attending online trainings, delivering client presentations, and pitching financial solutions.Salary and Benefits:Potential income: PHP 20,000 to PHP 80,000 per monthUnlimited...

Neksjob OverviewWe are Neksjob, a leading provider of innovative wealth management solutions. We are committed to delivering exceptional service and expertise to our clients.Job SummaryWe are seeking a skilled Wealth Management Solutions Developer to join our team. The successful candidate will have a strong background in financial technology and excellent...

Job OverviewManpower Core Group Inc. is seeking a skilled Wealth and Financial Services Manager to join our team. As a key member of our organization, you will be responsible for ensuring that each touchpoint across the customer journey is engaging, efficient, and transformational.In this role, you will develop, produce, and maintain relevant documentation...

The Wealth Platform Technical Business Analyst is responsible for bridging the gap between business stakeholders and technology teams to ensure the successful design, development, and implementation of wealth management platforms and solutions. This role requires a combination of technical expertise, business analysis skills, and in-depth knowledge of wealth...

Job TitleTechnical Business Analyst (Wealth Platform)Company OverviewNeksjob Philippines delivers cutting-edge financial solutions that empower businesses to thrive in today's fast-paced market. We are seeking a highly skilled Technical Business Analyst to lead our Wealth Platform implementation projects.Responsibilities and DeliverablesDevelop comprehensive...

The Wealth Platform Technical Business Analyst is responsible for bridging the gap between business stakeholders and technology teams to ensure the successful design, development, and implementation of wealth management platforms and solutions. This role requires a combination of technical expertise, business analysis skills, and in-depth knowledge of wealth...

Deliver Exceptional Client Service with MetrobankWe pride ourselves on delivering exceptional client service and support to our customers. As a Relationship Manager, you will play a key role in ensuring that our clients receive the highest level of service and expertise from our team.You will be responsible for managing a portfolio of clients across various...

We are looking for a Financial Management Professional to manage our company's financial operations.Key Responsibilities:Preparation of financial statements and reportsBank account reconciliation and maintenance of accurate financial recordsTax filing and complianceQualifications:Bachelor's degree in Accountancy, Accounting Technology, or Management...

We are looking for a skilled Wealth Platform Technical Business Analyst to join our team. In this role, you will bridge the gap between business needs and technology solutions, focusing on enhancing our wealth management platforms. You will analyze requirements, develop specifications, and collaborate with stakeholders to ensure effective implementation of...

Key ResponsibilitiesAs a Financial Wealth Planner at DMP INSURANCE (FWD PHILIPPINES), you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies. Your key responsibilities will include conducting thorough financial assessments, developing personalized financial plans,...

OverviewCiti serves as a trusted advisor to retail, mortgage, small business and wealth management clients at every stage of their financial journey.We offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.The Finance Reporting Intermediate Analyst will be responsible for...

About CitiCitigroup Inc. is a global financial institution that serves individuals, communities and institutions through a network of local and regional businesses. Our mission is to enable economic progress and improve lives worldwide.We offer a wide range of financial services across Consumer Banking, Institutional Clients Group and Global Wealth...

Role DescriptionThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...