Financial Planning Strategist
5 days ago
FWD Life Insurance Philippines is seeking a highly motivated and dynamic Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will work closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies.
Key Responsibilities:- Conduct comprehensive financial assessments for clients to identify areas of improvement and develop customized plans to meet their goals.
- Develop and implement effective investment strategies to help clients secure their financial futures.
- Provide expert advice on retirement planning, estate planning, and wealth management to ensure clients' long-term success.
- Monitor and review clients' investment portfolios regularly to optimize returns and minimize risk.
- A minimum of 2 years of college education in any field.
- Self-motivated and competitive individual with excellent communication skills.
- Ability to work remotely and maintain a strong internet connection.
- Proficiency in using personal devices such as laptops or desktops.
- Willingness to attend online training sessions to enhance knowledge and skills.
- Amenable to taking the Licensure Exam at the Insurance Commission.
The ideal candidate will have excellent analytical and problem-solving skills, with the ability to build strong relationships with clients. If you are passionate about helping clients achieve their financial goals, we encourage you to apply.
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Controller and Financial Strategist
5 days ago
Bacolod City, Western Visayas, Philippines Stonehill Suites Full timeAs an Accounting Head at Stonehill Suites, you will play a vital role in shaping our financial strategy and driving business growth.This is a senior-level position that requires a high degree of expertise in accounting and finance, as well as strong leadership and communication skills.Responsibilities:Develop and implement financial strategies to drive...
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Bacolod City, Western Visayas, Philippines Ubiquity Global Services, Inc. Full timeOur mantra serves as a constant reminder of our commitment to excellence in all aspects of our operations.We're currently looking for a highly skilled Billing Analyst to join our team.Key Tasks:Create yearly financial plans and monthly forecasts to guide business decisions.Prepare and distribute management reports to track key performance indicators and...
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Culture and Engagement Strategist
5 days ago
Bacolod City, Western Visayas, Philippines Ubiquity Global Services, Inc. Full timeJob Description:We are seeking a highly skilled Culture and Engagement Strategist to join our team at Ubiquity Global Services, Inc. as a key member of the People Team.About UsAt Ubiquity Global Services, Inc., we strive to create an inclusive work environment that values diversity, equity, and inclusion. Our mission is to foster a culture that promotes...
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Financial Wealth Planner
5 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeFWD Life Insurance Philippines Bacolod, Western Visayas, PhilippinesJob Description:We are seeking a dynamic, fun-loving, and motivated Client Relations Associate/Sales Executive/Client Solution Advisor/ Financial Wealth Planner to join our team. As a Financial Wealth Planner at FWD, you will work closely with clients to understand their financial objectives...
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Financial Management Director
5 days ago
Bacolod City, Western Visayas, Philippines Stonehill Suites Full timeThe ideal candidate for the Accounting Head role at Stonehill Suites will be a seasoned financial expert with extensive experience in accounting, finance, and leadership.This senior-level position requires a deep understanding of financial management principles, including budgeting, forecasting, and financial reporting.Key Responsibilities:Oversee the...
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Financial Analyst
5 days ago
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Investment Strategist
3 days ago
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Financial Planning Advisor Role
2 days ago
Iloilo City, Western Visayas, Philippines Sun Life Philippines Full timeWelcome to Sun Life Philippines, where we help Filipinos achieve a brighter life through innovative financial solutions.This Insurance Advisor role is an exciting opportunity to join our team and contribute to our mission of delivering exceptional client experiences.You will be responsible for providing financial planning and guidance, offering life...
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Financial Analyst Coordinator
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Bacolod City, Western Visayas, Philippines Ubiquity Global Services, Inc. Full timeWe live by a mantra that embodies head, heart, and hustle. This fuels our passion for excellence in all we do.As a Billing Analyst at Ubiquity, you'll play a vital role in helping us achieve our goals.Key Responsibilities:Create yearly financial plans and monthly forecasts to guide business decisions.Develop and distribute management reports to track...
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Investment and Retirement Advisor
5 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeFWD Life Insurance Philippines is committed to providing exceptional service to our clients. As a Financial Wealth Planner, you will play a key role in delivering this promise by working closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies.Responsibilities:Conduct thorough...
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Pricing Strategist
5 days ago
Cebu City, Central Visayas, Philippines KMC Solutions Full timeJob DescriptionWe are seeking a highly skilled Pricing Strategist to join our team at KMC Solutions. As a Pricing Strategist, you will be responsible for developing and implementing pricing strategies that drive business growth and profitability.Key Responsibilities:Develop and maintain financial models to analyze market trends and competitor...
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Wealth Management Associate
5 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeAs a Financial Wealth Planner at FWD Life Insurance Philippines, you will be responsible for working with clients to create personalized financial plans that meet their unique needs and goals. This role requires a high level of expertise in investment and financial planning, as well as excellent communication and interpersonal skills.Key Skills and...
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Sales Growth Strategist
5 days ago
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Relationship Growth Manager
5 days ago
Bacolod City, Western Visayas, Philippines China Bank PH Full timeJob Summary:We are seeking an experienced Financial Services Specialist to join our team at China Bank PH. As a key member of our wealth management department, you will be responsible for providing expert advice and guidance to our clients on investment and financial planning strategies.You will work closely with our sales and marketing teams to identify new...
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Client Solutions Expert
5 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeWe are seeking a highly skilled and motivated Financial Wealth Planner to join our team at FWD Life Insurance Philippines. As a Financial Wealth Planner, you will work closely with clients to create personalized financial plans that meet their unique needs and goals.Key Requirements:Minimum 2 years of college education in any field.Strong analytical and...
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Relationship Manager
5 days ago
Bacolod City, Western Visayas, Philippines China Bank PH Full timeRelationship Manager (Wealth Management)Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers. Acquire new relationships through direct prospecting and by developing a network of internal and external referral sources. Cultivate, expand and strengthen existing...
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Financial Planning Consultant
1 day ago
Cebu City, Central Visayas, Philippines Manulife Philippines Full timeAs a member of our team at Manulife Philippines, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial solutions. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.Responsibilities include:Meeting with clients to...
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Accounting Head
5 days ago
Bacolod City, Western Visayas, Philippines Stonehill Suites Full timeThe Accounting Head will be responsible for overseeing the general accounting function, which includes intercompany accounting, cash management/reconciliation, financial reporting, and balance sheet management. The Accounting Head will also manage financial planning and analysis, provide leadership and support to accounts receivable and accounts payable...
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Financial Planning Manager
22 hours ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full timeJob DescriptionThe Financial Planning Manager will be responsible for designing and implementing sound accounting and financial management systems. This includes ensuring cash flow compatibility with operations, preparing financial statements and analyzing financial trends.Key ResponsibilitiesOversee day-to-day accounting activitiesMonitor accounting...
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Financial Planning Lead
5 days ago
Cebu City, Central Visayas, Philippines Oakridge Realty Development Corporation Full timeJob DescriptionThe Finance Manager plays a key role in supporting strategic decision-making by providing accurate financial insights and analysis.Key Responsibilities:Financial Planning & Analysis:Develop and oversee financial plans, budgets, and forecasts.Provide financial insights and recommendations to support business strategy.Conduct and identify gross...