Investment Planning Specialist

At Orion Summit Life Insurance Agency Inc. - Team Justine, we are seeking a talented Financial Planning Specialist to join our team.Job DescriptionA Financial Planning Specialist provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their long-term financial goals.Client Consultation: Meet with clients...

Nezda is looking for an Investment Specialist.Salary: P19,000Qualifications:Bachelor's degree holder, preferably in a Finance related course.Effective communicator with strong attention to detail.At least 1 to 2 years of working experience, preferably in the Finance industry.Strong math and analysis background.Knowledgeable in investment.Knowledgeable in...

We are looking for a talented Financial Advisor to help clients plan their finances, make smart investments, and achieve their financial goals.This exciting new opportunity allows candidates to work from home, providing flexibility and convenience.ResponsibilitiesThe successful candidate will assist clients with investment planning, provide financial advice,...

We are looking for a highly motivated Investment Compliance Specialist to join our team at AIA Philippines. As a key member of our compliance function, you will be responsible for ensuring that all investment activities comply with relevant laws and regulations. This includes implementing and administering compliance monitoring programs, managing independent...

Universal Robina Corporation is seeking a skilled Portfolio Investment Specialist to join its team. The ideal candidate will have experience in analyzing investment opportunities, conducting due diligence, and providing strategic recommendations to stakeholders.The Portfolio Investment Specialist will be responsible for:Analyzing investment opportunities and...

PruLife UK- Team Christine is hiring a skilled Investment Consultant to help clients make informed investment decisions. As an Investment Consultant, you will be responsible for providing expert advice on investments, insurance, and other financial solutions.Key Objectives:Develop customized financial plans for clients, including savings, investments,...

On-site - Mandaluyong 3-5 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionJoin Our Mission to Foster Prosperity in AsiaAre you ready to make a lasting impact on the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our...

We promote and sell life insurance, health protection, and investment-linked plans to meet the diverse needs of our clients.We educate clients on financial literacy, wealth management, and risk protection to empower them in making informed decisions.We strive to maintain strong relationships with our clients through regular policy reviews and servicing.

GMA Network, Inc. is a leading media company that seeks a Corporate Investment Specialist to develop and implement our corporate investment strategy. This role involves assessing investment proposals and making recommendations to Top Management.ResponsibilitiesDevelop and implement a comprehensive corporate investment strategy.Assess investment proposals and...

Role SummaryThis position involves overseeing the daily operations of the Trust Division's investments, ensuring compliance with regulatory requirements and adherence to established investment processes.Main Responsibilities:Manage and execute investment transactions in line with client mandates, adhering to relevant laws and regulations.Implement effective...

At Capex Finance and Investment Corporation, we are seeking a highly skilled Business Operations Specialist to join our team. As a key member of our organization, the successful candidate will play a crucial role in analyzing our business processes and identifying opportunities for improvement.The primary focus of this position is to understand our company's...

About the PositionWe are seeking a skilled Investment Operations Executive to lead our Trust Division's investment activities, driving results through diligent transaction execution and strategic decision-making.Main Duties:Lead the execution of investment transactions according to client needs, regulatory guidelines, and internal processes.Develop and...

About the RoleWe are looking for an experienced Finance Director to lead our financial operations and drive business growth. This role will be responsible for overseeing financial planning, investment strategies, procurement governance, and fiscal operations to ensure efficiency, compliance, and long-term sustainability.The ideal candidate will have a strong...

We're seeking a highly skilled and experienced Financial Planning Specialist to join our team at Investing Right Insurance Agency.About the RoleThis position involves working closely with clients to understand their financial goals and developing personalized plans to help them achieve success.The ideal candidate will possess excellent communication skills...

Job SummaryA highly skilled Estate Planning Expert is required to review client portfolios, ensuring adequate protection through insurance policies and investments. This role involves assisting clients in financial and estate planning, collaborating with Relationship Managers to discuss investment options and tailor personal and family goals.Key...

Avida Sales Corp. is expanding its business operations and seeks a talented Property Investment Specialist to join our dynamic team.About the RoleThis is an exciting opportunity for a motivated and ambitious individual to take on a key role in our company's growth and development. As a Property Investment Specialist, you will be responsible for identifying...

**Job Description:**The Senior Financial Planning Specialist at Metro Pacific Tollways Corporation is responsible for conducting thorough financial analysis of expansion projects, ensuring compliance with loan agreements, and managing the informational needs of lenders, shareholders, regulators, and other investors.Key Responsibilities:Develop, review,...

On-site - Mandaluyong 3-5 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionJoin Our Mission to Foster Prosperity in AsiaAre you ready to make a lasting impact on the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our...

Join us at Investing Right Insurance Agency as an Investment Consultant and play a critical role in helping our clients achieve their long-term financial goals.About the OpportunityThis exciting role offers the chance to work closely with clients to understand their investment objectives and develop customized plans to meet their needs.The ideal candidate...

We are seeking an experienced Marketing Specialist for Retirement Planning to join our team at Global Medical Virtual Assistants. This role involves driving online engagement and lead generation through strategic digital marketing efforts.Main responsibilities include:Developing and executing social media campaigns to engage pre-retirees and retirees in...