Solutions Advisor for Financial Institutions

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...

On-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role as a Financial Advisor at Top Global Summit Life Insurance Agency located in Mabalacat. The Financial Advisor will be responsible for financial planning, retirement planning, providing...

About the RoleThis Retirement Solutions Advisor position is perfect for individuals passionate about helping others achieve their long-term financial goals.You will work closely with customers to understand their unique needs and preferences, providing tailored guidance and support to ensure they make informed decisions about their retirement planning.Key...

About the RoleWe are looking for an experienced Insurance Financial Advisor to help our clients make informed decisions about their financial futures. In this role, you will analyze personal financial data and create personalized plans to help clients achieve their financial objectives.

We are looking for a highly skilled Director of Financial Institution Partnerships to join our team. In this role, you will be responsible for developing and executing strategies to drive business growth through partnerships and integrations.Your responsibilities will include:Developing and implementing strategies to identify and pursue potential...

Looking for a side hustle that offers high income potential and time flexibility?What we do as a Financial Advisor?Attend online trainingsWFH set upDo client presentationsUnlimited commissions and incentivesEnjoy local and international travelsPotential income 20K to 100KQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year...

About the RoleWe are seeking a highly skilled SAP Master Data Migration expert to join our team. As a Technical Advisor for Master Data Solutions, you will be responsible for designing and implementing SAP Master Data Migration solutions to ensure data accuracy and integrity.

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...

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...

Accounting RoleThis 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.Key ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

About the Role:\We are looking for a highly motivated and experienced Senior Technical Solutions Advisor to join our team at Risewave Consulting Inc. As a key member of our support team, you will play a critical role in delivering high-quality technical support to our clients.\Your primary responsibility will be to provide expert-level technical support,...

About the Role:We are looking for a highly motivated Senior Tax Advisor to join our Avia Solutions Group Global Services Philippines team. As a key member of our Finance department, you will be responsible for ensuring compliance with local tax laws and regulations.The ideal candidate will have excellent analytical and research skills, with the ability to...

One Apex is a dynamic team of millennials and Gen Zs passionate about sharing financial literacy with every household. We believe in empowering individuals to take control of their financial futures.About UsWe're on a mission to change the way people feel about insurance.We're looking for like-minded individuals to join us in this journey.The RoleWe're...

On-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionDFNN Group of Companies is dedicated to creating innovation that sustains the growth of partners and stakeholders. Our vision is to be a globally recognized solutions partner of innovative and tailor-made technology.Role DescriptionProvides financial information to...

Company Overview:Metrobank is a leading financial institution in the industry, providing innovative banking solutions to its customers. We are seeking a highly skilled Solutions Architect to join our team and contribute to the development of cutting-edge technology.

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...

This exciting opportunity offers the chance to join a dynamic organization at the forefront of the gaming and entertainment industries.About DigiPlus Interactive Corp.:We are a leading provider of innovative solutions and services in the gaming and entertainment sectors, with a strong presence in the Philippine market.Main Duties and Responsibilities:Develop...

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...

About Citigroup Inc.Citigroup Inc. is a global financial institution that provides a range of financial products and services to individuals, corporations, governments, and institutions. Our mission is to serve as a trusted advisor and partner to our clients at every stage of their financial journey.We're currently looking for a high caliber professional to...

Job qualifications:• Profile 1: Graduate or 3rd year college Undergraduate of Financial CourseProfile 2: Any Financial Experience - Non BPO such as Sun Life Advisor, Collections Agent, Bank EmployeeProfile 3: Financial CCE Experience• Excellent communication skills• Proficiency in typing and multitasking to handle multiple chat conversations...