Expert Investment Advisor

4 days ago


Manila, National Capital Region, Philippines beBeeFinancialAnalysis Full time $100,000 - $150,000

Senior Financial Analyst

">
  • ", "
  • Conduct in-depth financial analysis to support strategic initiatives and business decisions.", "
  • Analyze trends in financial performance and provide recommendations for improvement.", "
  • Evaluate investment opportunities and support capital allocation decisions.", "
  • Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes.", "
  • Monitor economic, industry, and market trends and assess their impact on the company's financial plans.", "
", "Requirements", "

Professional Knowledge

", "
  • ", "
  • CFA Charterholder (required)", "
  • Bachelor's degree in Finance, Economics, Accounting, or a related field (MBA or Master's degree preferred)", "
  • 5+ years of progressive experience in financial analysis, corporate finance, or investment banking", "
", "

Skills

", "
  • ", "
  • Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems", "
  • Strong analytical, problem-solving, and presentation skills", "
", "

Soft Skills

", "
  • ", "
  • Ability to handle multiple engagements simultaneously", "
  • Commitment and ability to meet critical business deadlines", "
  • Self-starter with strong organizational skills", "
  • Exceptional attention to detail", "
  • Excellent research and problem-solving skills", "
  • Strong technology and software acumen", "
", "What We Offer", "

Unlimited vacation, ongoing education and training, bonuses.

", "

We are committed to providing our employees with a dynamic work environment where they can grow professionally and personally.

", "

  • Manila, National Capital Region, Philippines beBeeFinancial Full time $40,000 - $80,000

    Financial Services Professional OpportunityWe are seeking a skilled financial advisor to provide expert guidance and solutions to help individuals achieve financial success. The ideal candidate will have a strong ability to develop strategic financial plans, evaluate insurance products, and perform policy reviews.Key ResponsibilitiesMeet with clients...

  • Financial Advisor

    2 weeks ago


    Manila, National Capital Region, Philippines BrightAdvisors Full time ₱600,000 - ₱1,200,000 per year

    Company DescriptionBrightAdvisors is a Portfolio Management company specializing in insurance and investment services. We provide private management of clients' insurance and investment portfolios, ensuring a seamless experience through a single advisor for all of their needs. From acquisition to fulfillment, we recommend only the best brands in the...

  • Financial Advisor

    2 weeks ago


    Manila, National Capital Region, Philippines BrightAdvisors Full time

    BrightAdvisors is a Portfolio Management company specializing in insurance and investment services. We provide private management of clients' insurance and investment portfolios, ensuring a seamless experience through a single advisor for all of their needs. From acquisition to fulfillment, we recommend only the best brands in the industry, making...


  • Manila, National Capital Region, Philippines beBeeInvestment Full time ₱1,200,000 - ₱1,500,000

    Business Consultant RoleWe are seeking a seasoned professional to fill the Business Consultant position in our Investment Compliance department, based in Manila.The ideal candidate will be responsible for supporting onsite consultants and clients in developing specifications of regulatory and internal investment compliance requirements.Develop detailed...


  • Manila, National Capital Region, Philippines beBeeAcquisitions Full time $80,000 - $120,000

    Key ResponsibilitiesFinancial Analysis: Perform in-depth financial analysis and underwriting on potential investments, including reviewing income statements, balance sheets, and cash flows.Market Research: Conduct comprehensive market research and analysis for investment decision support, highlighting key trends and opportunities.

  • Financial Advisor

    6 days ago


    Manila, National Capital Region, Philippines TalentUS Inc. Full time

    OverviewSenior Talent Acquisition Specialist and Social Media Manager @ TalentUS, Inc.We're Hiring: Bancassurance Financial AdvisorsClient: EastWest Ageas InsuranceLocation: National Capital Region (Assigned EastWest Bank Branches)Work Setup: OnsiteAbout the RoleAs a Bancassurance Financial Advisor, you will be working onsite at an assigned EastWest Bank...

  • Financial Advisor

    2 weeks ago


    Manila, National Capital Region, Philippines Leo Quiton Full time ₱600,000 - ₱1,200,000 per year

    Company DescriptionLeo Quiton is dedicated to providing meaningful impact through protection and insurance services. With experience in both private companies and government agencies, he now focuses on insuring individuals, their assets, and even their pets—ensuring that everything important to them is safeguarded.Role DescriptionThis is a full-time...


  • Manila, National Capital Region, Philippines beBeeFinancial Full time $40,000 - $60,000

    Job OverviewThis is a part-time remote role that requires an experienced Financial Advisor to provide personalized financial planning, guidance on retirement planning, investment management, and general financial advisory services.Main Responsibilities:Personalized financial planning and retirement planning guidanceInvestment management and provision of...

  • Investment Manager

    2 weeks ago


    Manila, National Capital Region, Philippines Aboitiz Foods Full time $900,000 - $1,200,000 per year

    Join to apply for the Investment Manager role at Aboitiz Foods 1 day ago Be among the first 25 applicants Join to apply for the Investment Manager role at Aboitiz Foods Get AI-powered advice on this job and more exclusive features. Company Description Company DescriptionAboitiz Foods is an integrated regional food and agribusiness company dedicated to...


  • Manila, National Capital Region, Philippines AXA Full time ₱500,000 - ₱1,000,000 per year

    Job DescriptionThis role involves participating in comprehensive training to become an expert in Financial Planning. Successful candidates will receive certification and have the opportunity to advance as Financial Advisors, Sales Managers, or Business Partners with a government-issued license to market insurance, savings, and investment products of...