Estate Planning Advisor

Job SummaryPrimarily responsible for reviewing client portfolios to ensure that the client is adequately protected by virtue of insurance policies and investments and to assist in financial and estate planning for the clients of Wealth Management Group.How will you contribute?Primarily in charge of assisting Relationship Managers (RM) plan for the future of...

Job SummaryA highly skilled Estate Planning Expert is required to review client portfolios, ensuring adequate protection through insurance policies and investments. This role involves assisting clients in financial and estate planning, collaborating with Relationship Managers to discuss investment options and tailor personal and family goals.Key...

Hybrid - Makati 3-5 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsEquity Incentive Plan, Commission, Performance Bonus, Anniversary Gifts, Annual Appraisal, Employee of the Month Award, Employee Recognition Program, Holiday Gifts, Incentives, Quarterly GiftsProfessional DevelopmentApprenticeship Program, Diversity Program, Employee...

We are looking for a highly motivated and experienced Training Development Supervisor to join our team at Global-Estate Resorts Inc.About the CompanyGlobal-Estate Resorts Inc. is a leading developer of tourism estates in the Philippines, known for master-planned communities with world-class lifestyle and leisure offerings.About the RoleThe Training...

Role DescriptionThis position plays a vital role in supporting our leasing and sales team in delivering exceptional results for our clients. As a Real Estate Analyst at Leechiu Property Consultants, you will leverage your analytical skills and knowledge of the real estate market to drive business success.Your primary responsibilities will include:Analyzing,...

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...

What We OfferFulfilling mid-senior level position in the Real Estate and Construction industry;Full-time employment opportunity;Competitive compensation package;Opportunity to work with a reputable company like PNB Holdings Corporation;Potential for career growth and development;

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...

Financial AdvisorPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionFinancial Advisor - PRU LIFE UK Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide...

Director of Advisor EngagementThis is an exciting opportunity for a Director of Advisor Engagement to lead our team and drive business growth. The successful candidate will have a strong background in business development, sales management, and leadership.Key Responsibilities:Develop and implement business strategies to drive Advisor engagement and...

We are seeking a talented Financial Advisor to join our team in Cebu. As a Financial Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.RequirementsDiploma or certification in financial planning or related field.Strong analytical and...

Job SummaryThe Senior Strategic Advisor will play a pivotal role in shaping the success and stability of our business. This position requires engaging with different segments of Advisors, identifying early potential, and facilitating capacity building.Key Responsibilities:Implement the Top-Tier Vision and Strategy by crafting communication plans, tools, and...

Direct message the job poster from Global-Estate Resorts, Inc.Real Estate Operations Manager II | Sales Enablement & Customer Support Leader with 10 Years of Proven ResultsCompany DescriptionGlobal-Estate Resorts Inc. (GERI) is a leading developer of tourism estates in the Philippines, known for master-planned communities with world-class lifestyle and...

We are seeking an experienced Senior Technical Advisor to support our Audit Advisory team. The successful candidate will have a strong background in auditing and assurance, with a demonstrated ability to provide expert advice on complex issues.The Senior Technical Advisor will work closely with our audit teams to develop and implement audit methodologies,...

Global-Estate Resorts Inc. is a leading developer of tourism estates in the Philippines, offering world-class lifestyle and leisure experiences.About the RoleThe Training Development Supervisor will be responsible for conducting training needs analysis, developing and implementing training programs, and delivering training sessions to ensure employees have...

Hybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Anniversary Gifts, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly GiftsInsurance Health & WellnessHealth Insurance, Life Insurance, HMOAnnual Company TripWork-Life BalanceFlexible Hours, Work from...

Hybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...

At Global-Estate Resorts Inc., we value our employees' growth and development, which is why we are seeking a skilled Training Development Supervisor to join our team.About the PositionThis is a full-time, on-site role for a Training Development Supervisor with our Arden Botanical Estate Sales & Marketing Team in Makati.As a member of our team, you will be...

Hybrid - Makati No Exp Required Diploma Full-timeJob DescriptionEmployee Recognition and RewardsEquity Incentive Plan, Commission, Performance Bonus, Anniversary Gifts, Annual Appraisal, Employee of the Month Award, Employee Recognition Program, Holiday Gifts, Incentives, Quarterly GiftsOthersCompany Equipment, Employee Discount, Gym MembershipWork-Life...

AIA Philippines (formerly Philam Life) is part of the largest independent publicly listed pan-Asian life insurance group - AIA. Located in Makati, we are committed to helping our customers face life's challenges and opportunities with the right solutions and plans. Our mission is to protect every Filipino family and empower them to live healthier, longer,...