Personal Finance Advisor

We are seeking a highly skilled Personal Finance Expert to join our team at Orion Summit Life Insurance Agency Inc. - Team Justine.ResponsibilitiesA Personal Finance Expert is responsible for providing expert financial guidance to clients, including:Assessing clients' financial situations and developing personalized financial plans.Providing education and...

Prulife UK - Team Niko is seeking a highly motivated Personal Finance Specialist to join our team. In this role, you will be responsible for developing and implementing personalized financial plans for our clients, while also maintaining strong relationships with them.Responsibilities:Develop and implement financial plans that meet clients' needs and...

6 days ago Be among the first 25 applicantsDirect message the job poster from Wolf Summit Life Insurance AgencyJunior Unit Manager | Premiere Licensed Financial Advisor | CIA | Actively hiring part-timers/full-timer goal diggersCompany DescriptionWolf Summit Life Insurance Agency aims to spread financial literacy and build trust with clients through...

The Insurance and Investment Advisor role at Orion Summit Life Insurance Agency Inc. - Team Justine involves working closely with clients to help them make informed decisions about their financial futures.Duties and ResponsibilitiesAn Insurance and Investment Advisor is responsible for:Meeting with clients to discuss their financial goals and...

We are seeking a skilled Personal Finance Consultant to help individuals and businesses achieve their financial goals.The successful candidate will have a bachelor's degree and be able to educate clients on wealth management and savings strategies, assess their insurance needs, and recommend suitable policies.Working Location:Our office is located in a...

Hybrid - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionCompany DescriptionAllianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and a full line of Life protection offerings. Headquartered in Makati City, we are the fastest-growing life insurance company in the country in terms of...

Career Opportunities in FinanceAbout Pru Life UKWe are committed to empowering Filipino people to achieve their financial goals through innovative financial solutions.Job Description:This is an excellent opportunity for a skilled financial professional to join our team as a financial advisor. You will be responsible for selling financial products and...

Manulife Financial Corporation is a leading international financial services provider, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. With our global headquarters in Toronto, Canada, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2023, we had more than...

About the JobWe're looking for a skilled professional to manage new personal account set up for mortgage products and handle subsequent requests once the account has been opened.Job Description:This role involves managing mortgage and non-financial transactions, ensuring accuracy and timeliness, and collaborating with business units to address product and...

Personal Loans Portfolio OptimizationWe are seeking a Risk Analyst for Personal Loans Portfolio to join our Consumer Business Sector. This role involves analyzing and optimizing personal loans portfolio to minimize risk while maximizing returns.Key Responsibilities:Work closely with the portfolio management team to analyze and optimize personal loans...

About Our CompanyMichael Page is a global leader in professional recruitment services, dedicated to connecting job seekers with opportunities in top organizations.We strive to provide unparalleled expertise, innovative solutions, and personalized support to ensure our clients achieve their goals.Job OverviewThis position requires a skilled Corporate Strategy...

We are seeking a highly skilled Financial Consultant to join our team at Prulife UK - Northern Summit Life Insurance Agency.This role involves helping clients plan their finances, make smart investments, and achieve their financial goals.ResponsibilitiesThe successful candidate will assist clients with investment planning, provide financial advice, and...

Lennor Group is dedicated to delivering top-notch business and workforce solutions that cater to the unique needs of our clients.Lennor Metier is a respected recruitment agency and headhunting firm in the Philippines, providing specialized services in IT, Finance, Engineering, Sales & Marketing, Supply Chain, HR, and Executive Search.Job Details:As an...

Position OverviewMultinational Company is seeking an experienced Internal Control Advisor to advise our finance team on internal control matters. As a key member of our finance team, you will be responsible for ensuring that our internal controls are effective and efficient.Key Responsibilities:Assess and improve internal control processes to ensure accuracy...

Personal Loans Acquisitions and Portfolio AnalystJOB SUMMARY:The primary objective of this role is to provide data-driven support to the Consumer Business Sector in optimizing portfolio performance. Key responsibilities include analyzing credit risk policies, identifying potential risks, and implementing effective solutions.Key Responsibilities &...

Join our dynamic team of professionals who share a common goal of providing top-notch insurance services to our valued customers.What We OfferWe provide our advisors with access to cutting-edge technology and tools to enhance their productivity and efficiency.Key Performance IndicatorsEarn first-year and renewal commissionsParticipate in quarterly bonus...

About the RoleThe Asian Development Bank (ADB) is seeking a highly skilled and experienced Senior Legal Advisor to join its Office of the General Counsel. The successful candidate will play a critical role in supporting the bank's mission to alleviate poverty and promote sustainable development in the Asia-Pacific region.Your ResponsibilitiesYou will provide...

Axis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...

Personal Loans Acquisitions and Portfolio AnalystPL Acquisitions and Portfolio AnalystJOB SUMMARY:The key responsibility is to provide Analytics and Data Science support to the Consumer Business Sector's portfolio in the area of balancing Risk-Reward to open up business growth opportunities and transformational initiatives.Specific Duties &...

Personal Loans Acquisitions and Portfolio AnalystJOB SUMMARY:The key responsibility is to provide Analytics and Data Science support to the Consumer Business Sector's portfolio in the area of balancing Risk-Reward to open up business growth opportunities and transformational initiatives.Specific Duties & Responsibilities:Coordinates with cross-functional...