Current jobs related to Lead Financial Consultant - Makati City, National Capital Region - LeadAdvisors


  • Makati City, National Capital Region, Philippines JHL Financial Solutions Part time

    JHL Financial Solutions is a leading provider of insurance and financial services, seeking a Life Insurance Consultant to join our team.Key ResponsibilitiesAssess client financial needs and recommend life insurance products to meet those needs.Develop and maintain strong relationships with clients, providing ongoing support and guidance.Stay up-to-date with...


  • Makati City, National Capital Region, Philippines Eastern Summit Life Insurance Agency, Inc. Full time

    Eastern Summit Life Insurance Agency, Inc.Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, IncentivesInsurance Health & WellnessAnnual Company TripProfessional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick LeaveWork-Life BalanceFlexible Hours, Work...


  • Makati City, National Capital Region, Philippines Sun Life Financial Full time

    Job SummarySun Life Financial is seeking a highly motivated and experienced sales leader to fill the role of Cluster Head. The successful candidate will be responsible for leading and managing the sales function to drive business growth and expansion in their assigned region.The ideal candidate will possess strong leadership skills, with the ability to...


  • Makati City, National Capital Region, Philippines Manulife Philippines Full time

    6 days ago Be among the first 25 applicantsManulife Financial Corporation is a global financial services provider with headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. Through Manulife Investment Management, we serve...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    Job OverviewSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.The ideal candidate will have excellent communication skills, a...


  • Quezon City, National Capital Region, Philippines Collaborative Solutions, LLC Full time

    Workday Financials Senior ConsultantWe are seeking an experienced Workday Financials consultant to join our team.The ideal candidate will have a strong background in financial management systems and a deep understanding of Workday Financials.You will work closely with clients to design and implement effective financial management...


  • Makati City, National Capital Region, Philippines JADPhil & Associates, Inc. Full time

    About the RoleWe are seeking a seasoned financial expert to join our team as Senior Financial Consultant. In this role, you will be responsible for providing high-level financial guidance and support to the organization.ResponsibilitiesThe successful candidate will have a strong background in financial management, with a minimum of 20 years of experience in...


  • Makati City, National Capital Region, Philippines Neksjob Full time

    Neksjob seeks a skilled Financial Compliance Consultant to join our team. In this role, you will be responsible for ensuring that our clients' financial processes are compliant with all relevant laws and regulations.Key responsibilities include:Leading and executing finance transformation initiatives focused on direct tax compliance, reporting, and...


  • Makati City, National Capital Region, Philippines JADPhil & Associates, Inc. Full time

    DUTIES & RESPONSIBILITIES:Reporting directly to the CEO on all matters in relation to the establishment of Engineering Shared Services Division for European ClientsDevelop financial projections and build financial models for various projects for the approval of ManagementEstablish KPI parameters and track progressClient Relationship Management for European...


  • Makati City, National Capital Region, Philippines JHL Financial Solutions Part time

    JHL Financial Solutions is a leading provider of insurance and financial services, seeking a skilled Financial Services Specialist to join our team.Key ResponsibilitiesAnalyze client financial data to identify areas for improvement and develop personalized financial plans.Recommend and implement investment strategies to meet client goals and risk...


  • Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part time

    Job DescriptionPru Life UK - Team Rhod is seeking a skilled Financial Services Consultant to join our team.This is a hybrid role that offers flexibility and the opportunity to work from home.We are looking for someone with at least a 4-year course background, who is proficient in using the internet and has excellent communication skills.


  • Makati City, National Capital Region, Philippines ProV International PH Full time

    We're on the hunt for a highly skilled Financial Systems Consultant to join our team at ProV International Philippines. As a key member of our finance department, you'll analyze support issues, investigate and resolve problems, and document solutions. Your expertise will be crucial in helping us deliver exceptional IT services and drive business success.In...


  • Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part time

    Job OverviewPru Life UK - Team Rhod is a leading financial services provider seeking a skilled Financial Planner to join our team. The ideal candidate will have a strong understanding of personal finance and be able to develop customized financial plans for clients.Key ResponsibilitiesAssess clients' financial needs, goals, and risk tolerance.Develop...


  • Mandaluyong City, National Capital Region, Philippines Uni-sogood Marketing Consultant Philippines Corp. Full time

    Job DescriptionWe are seeking a highly skilled Financial Reporting Specialist to join our team at Uni-sogood Marketing Consultant Philippines Corp. In this role, you will be responsible for ensuring the accuracy and completeness of financial reports.ResponsibilitiesPerform day-to-day accounting activities, including accounts payable/receivable.Assist with...


  • Makati City, National Capital Region, Philippines GROW Vite Staffing Services Inc. Full time

    Job Overview:GROW Vite Staffing Services Inc.We are seeking a highly skilled Financial Consultant to join our team. As a key member of our organization, you will play a critical role in providing user support and collaborating with stakeholders to identify and solve data quality issues.Key Responsibilities:Provide technical assistance to troubleshoot...


  • Makati City, National Capital Region, Philippines Smart Communications, Inc. Full time

    Key ResponsibilitiesThe Senior Financial Systems Consultant will have the following key responsibilities:Create/Review conceptual and logical business solution design for BAU and Replicating business requirements based on adoption of best practices and standards.Support development, testing, and documentation of business requirements.Conduct process review...


  • Makati City, National Capital Region, Philippines PRU LIFE – Team Zyrine Full time

    Hybrid - Makati No Exp Required Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Incentives, Quarterly GiftsInsurance Health & WellnessOthersOffice Parties, Annual Company Trip, Retirement PlanProfessional DevelopmentBirthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation LeaveWork-Life...

  • Business Consultant

    2 days ago


    Makati City, National Capital Region, Philippines SAP SE Full time

    Job Title: Business ConsultantSAP SE is a leading provider of end-to-end business application software and related services. We help organizations like yours optimize their financial operations and improve efficiency.Job Overview:A Business Consultant will work closely with clients to review and assess their expense reports, ensuring accuracy and compliance...


  • Makati City, National Capital Region, Philippines FWD Insurance Full time

    Be among the first 25 applicantsDirect message the job poster from FWD InsuranceResponsibilities:Offering of FWD's Traditional and Variable products to clients of the partnered bank.Responsible for overall delivery of sales performance and acquisition of new business.Retention of quality business for the assigned branch and area.Skills & Experience...


  • Makati City, National Capital Region, Philippines PRIVATE ADVERTISER Full time

    Responsibilities:-Assist in the design, configuration, testing, and deployment of Workday modules such as HCM, Payroll, Benefits, or Financials.-Serve as a point of contact for clients during Workday implementation projects, ensuring their requirements are met.-Collaborate with senior consultants and project managers to deliver high-quality...

Lead Financial Consultant

2 weeks ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time
Job Description

A Financial Services Representative plays a crucial role in delivering exceptional client experiences and building long-term relationships.

As a key member of our team, you will be responsible for handling complex financial inquiries and providing tailored solutions to meet clients' needs.

Benefits
  1. Competitive compensation package.
  2. Opportunities for professional growth and development.
  3. Collaborative and dynamic work environment.