Investment Sales Professional
1 week ago
We are seeking an experienced Investment Sales Professional to join our team at AXA Philippines.
Key Responsibilities:- Assist partners in generating new business to achieve defined targets in single pay AUM, fee income, and activation.
- Build and deepen relationships with partners to drive business growth.
- Help identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities.
- Create and implement sales strategies/activities to meet annual goals/budgets.
- Develop existing and new client relationships through market research and customer engagement.
- Graduate of Bachelor Degree / with Master's Degree.
- At least 5-8 years work experience with a proven track record in investment sales.
- Relevant banking experience and knowledge of Microsoft Office Suite (i.e. PowerPoint/Excel).
- Solid customer service attitude with excellent negotiation skills and strong communication skills.
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Treasury and Investment Officer
1 week ago
Mandaluyong City, National Capital Region, Philippines Credit Guarantee and Investment Facility Full timeJob OverviewThe Treasury Analyst position at Credit Guarantee and Investment Facility is an exciting opportunity to work in a dynamic team and contribute to the organization's success.About the RoleKey Responsibilities:Assist the CFO in managing the fixed income portfolioPrepare reports on investment performance and risk monitoringSupport the development of...
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Investment Opportunity Specialist
7 days ago
Quezon City, National Capital Region, Philippines Avida Sales Corp. Full timeWe are seeking a highly motivated and results-driven Property Investment Specialist to join our team at Avida Sales Corp. This exciting opportunity will allow you to be part of a dynamic and innovative organization dedicated to delivering exceptional residential experiences to our customers.About UsAs a leading player in the Philippine real estate industry,...
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Investment Guidance Expert
1 week ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeElevate your career as a Financial Advisor, delivering unparalleled value to clients through expert guidance, innovative planning, and unwavering dedication.Primary Objectives:Cultivate strong, lasting relationships with clients, built on trust, empathy, and a deep understanding of their unique financial needs.Conduct thorough financial assessments,...
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Insurance and Investment Professional
9 hours ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part timeJob DescriptionAssess client financial situations and develop customized insurance and investment plansEducate clients on financial literacy, wealth management, and risk protectionPromote and sell life insurance, health protection, and investment-linked plansMaintain strong relationships with clients through policy reviews and servicingStay updated on...
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Investment Planner
1 week ago
Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full timeAbout the RoleWe are seeking a highly motivated and experienced financial advisor to join our team at Pru Life UK - ORSLIA. As a financial advisor, you will play a crucial role in shaping the financial futures of our clients by providing expert guidance and support.Your Key Responsibilities:Client Acquisition and Retention: Building strong relationships with...
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Investment Banking Professional
5 days ago
Makati City, National Capital Region, Philippines Bayfront Capital Advisors Full timeAt Bayfront Capital Advisors Pte Ltd, a boutique investment banking advisory firm based in Singapore, we are seeking an Associate / Senior Associate to join our team based in Makati, Philippines.Main ResponsibilitiesLead the entire deal transaction process, including origination, client relationship management, business development, and deal closing for M&A,...
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Head of Investment
2 weeks ago
Makati City, National Capital Region, Philippines Manulife Full timeThe opportunityThe head of investment is responsible for general account investment decision, portfolio management and performance monitoring. This includes developing and implementing investment strategies, sourcing and analyzing sustainable alpha opportunities, leading cross-functional teams for investment initiatives, ensuring compliance of portfolio risk...
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Investment Fund Administrator
5 days ago
Makati City, National Capital Region, Philippines The Citco Group Limited Full timeAs a dedicated Investment Fund Administrator, you will play a vital role in supporting our investment funds team. Your primary responsibilities will include managing fund activities, ensuring compliance with regulatory requirements, and providing exceptional client service.Fund activities managementCompliance with regulatory requirementsClient service and...
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Investment Solutions Expert
1 week ago
Quezon City, National Capital Region, Philippines AIA Philippines Full timeIn this role at AIA Philippines, the successful candidate will provide expert guidance on investment strategies tailored to meet clients' needs. They must possess excellent communication skills and be able to create detailed financial plans that accurately reflect clients' circumstances.Key ResponsibilitiesDeliver high-quality financial planning support to...
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Investment Analyst Associate
14 hours ago
Makati City, National Capital Region, Philippines Michael Page Full timeAbout Our ClientA leading venture capital firm based in Makati City, we specialize in providing strategic guidance and resources to high-growth businesses.Job Description: Investment Analyst AssociateIn this role, you will be responsible for:Analyzing financial data and developing models to support deal teams.Creating engaging presentations and pitches for...
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Luxury Real Estate Sales Professional
4 days ago
Makati City, National Capital Region, Philippines Ayala Land Premier Inc. Full timeAyala Land Premier is a renowned developer of luxury real estate properties, seeking highly motivated and results-driven sales professionals to join our team. As a key player in promoting and selling high-end residential properties, you will provide exceptional service to clients and guide them in making sound investment decisions.Key...
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Investment Head
2 weeks ago
Quezon City, National Capital Region, Philippines Ateneo De Manila University Full timePosted 11 days ago and deadline of application is on 30 MarJob DescriptionUnder the supervision of the Investment Director, the Investment Head monitors the current investment portfolios of the University, ensuring its adherence to the investment policies and financial risk management guidelines, and executing short-term investments. The position also serves...
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Real Estate Sales Professional
13 hours ago
Quezon City, National Capital Region, Philippines Marivent Hotels and Resorts Inc. Full timeJob OverviewWe are seeking a highly motivated and results-driven Real Estate Sales Professional to join our team at Marivent Hotels and Resorts Inc. As a key member of our sales team, you will be responsible for generating leads, developing relationships with clients, and providing expert advice on property investment opportunities.
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Senior Institutional Sales Professional
5 days ago
Makati City, National Capital Region, Philippines First Metro Securities Brokerage Corporation Full time**About the Role:**We are seeking a highly skilled Institutional Sales Officer to join our team at First Metro Securities Brokerage Corporation. As an Institutional Sales Officer, you will be responsible for generating revenues through client acquisition and servicing clients by providing investment and trading advice while monitoring the financial markets...
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Professional Sales Executive
14 hours ago
Quezon City, National Capital Region, Philippines Blue Moon Estate Sales of Grand Rapids-Lakeshore Full timeProfessional SummaryWe are seeking a highly skilled Professional Sales Executive to join our team at Blue Moon Estate Sales of Grand Rapids-Lakeshore. In this role, you will be responsible for developing and executing sales plans to drive business growth, leading a team of sales professionals, and cultivating relationships with clients and stakeholders to...
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Process Improvement Specialist
7 days ago
Makati City, National Capital Region, Philippines Capex Finance and Investment Corporation Full timeAbout the RoleThis is an exciting opportunity for a Process Improvement Specialist to join our team at Capex Finance and Investment Corporation.ResponsibilitiesConduct research and perform data analysis to identify opportunities for improvementFacilitate workshops and interviews to gain insights into business operationsDevelop and implement process...
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Operational Efficiency Analyst
7 days ago
Makati City, National Capital Region, Philippines Capex Finance and Investment Corporation Full timeRole OverviewThis is an excellent opportunity for an Operational Efficiency Analyst to join our team at Capex Finance and Investment Corporation.Key ObjectivesAnalyze business operations and processes to identify areas for improvementDevelop and implement operational efficiency strategies to increase productivity and reduce costsCollaborate with stakeholders...
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Mandaluyong Focus Project Sales Lead
7 days ago
Quezon City, National Capital Region, Philippines Avida Sales Corp. Full timeAvida Sales Corp., part of the CORE Business Group of Ayala Land, is looking for a Property Investment Specialist to join our team in Mandaluyong. As a member of our Champion team, you will be responsible for driving sales growth and contributing to the success of our residential business.About UsWe are a dynamic and innovative organization driven by our...
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Corporate Strategy Consultant
7 days ago
Makati City, National Capital Region, Philippines Capex Finance and Investment Corporation Full timeJob SummaryWe are seeking a talented Corporate Strategy Consultant to join our team at Capex Finance and Investment Corporation.Key ResponsibilitiesAnalyze business processes and systems to identify areas for improvementCollaborate with stakeholders to gather and document requirementsDefine business processes and facilitate effective communication between...
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Experiential Sales Professional
7 days ago
Makati City, National Capital Region, Philippines LVMH Group Full timeBenefits:As a valued member of the LVMH Group team, you can expect a comprehensive benefits package, including competitive compensation, opportunities for career advancement, and professional development programs. We also offer a dynamic and supportive work environment, encouraging collaboration and innovation.At Louis Vuitton, we believe in investing in our...