Career Opportunities in Financial Services

17 hours ago


Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱300,000 - ₱600,000
Job Description

As a Financial Advisor, you will provide expert guidance to clients on their financial planning and advisory services. You will be responsible for analyzing their financial status, developing tailored financial plans, advising on investments, and offering retirement planning services.

Key Responsibilities
  • Financial Planning and Advisory skills
  • Experience in Investments and Finance
  • Knowledge of Retirement Planning

Additionally, you will maintain client relationships, stay up-to-date with financial regulations, and ensure clients' financial objectives are met.

Qualifications
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Relevant certifications (e.g., CFP, CFA) are a plus
  • Bachelor's degree in Finance, Economics, or related field
What We Offer
  • Full-time employment opportunity
  • Seniority level: Entry level
  • Employment type: Full-time

This role is ideal for individuals who are passionate about finance and want to make a meaningful impact in the lives of our clients.



  • Makati City, National Capital Region, Philippines beBeeMotivation Full time ₱250,000 - ₱500,000

    Financial Career OpportunityAre you seeking a rewarding career that combines financial planning with customer service?This role involves providing tailored financial solutions to clients, utilizing industry-leading insurance plans.Offer personalized advice on financial security and wealth management to clients.Key Requirements:Hold a Bachelor's degree in any...


  • Makati City, National Capital Region, Philippines beBeeAccuracy Full time ₱150,000 - ₱250,000

    Financial Data Specialist Job DescriptionAt our organization, we're committed to unlocking the potential of our employees. As a Financial Data Specialist, you'll play a key role in ensuring the accuracy and completeness of financial data.Key Responsibilities:Prepare, audit, and review monthly reports, documents, and transactions as needed and assigned.Assist...


  • Makati City, National Capital Region, Philippines beBeeBusiness Full time ₱900,000 - ₱1,200,000

    Job OpportunityWe are seeking a Senior Business Analyst to join our team.This is a key role within the organization, responsible for analyzing business needs and developing solutions.Key Responsibilities:Requirements analysis: elicit sets of coherent requirementsProcess analysis: provide clear process designs based on your analysisInformation analysis:...


  • Makati City, National Capital Region, Philippines beBeePortfolio Full time ₱800,000 - ₱1,200,000

    Looking for a career that's full of opportunities?Portfolio Manager Job DescriptionWe're seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for creating, implementing, and managing intermediate portfolio management programs.Create and implement strategies to achieve assigned targets related to bills payment...


  • Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱150,000 - ₱300,000

    Job Title: Financial ConsultantWe are seeking a highly motivated and ambitious individual to join our team as a financial consultant. As a financial consultant, you will play a crucial role in helping clients achieve their financial goals and independence.The ideal candidate should have excellent communication skills, a strong work ethic, and a passion for...

  • Chief Growth Officer

    7 hours ago


    Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱2,000,000 - ₱2,500,000

    Job Title:Head of Financial InstitutionsAbout the Role:The successful candidate will lead our team in driving growth within the financial institutions segment. They will develop and implement strategies to expand our business, build relationships with key stakeholders, and manage financial products and services tailored to institutional clients.Key...


  • Quezon City, National Capital Region, Philippines beBeeCustomerService Full time ₱150,000 - ₱250,000

    Job DescriptionWe offer a competitive benefits package that includes:A salary that reflects your skills and experienceA 13th month pay to help you plan for the futureAn HMO with three free beneficiaries from day one, providing comprehensive medical coverage20% maternity/paternity leave, allowing you to spend quality time with your loved onesOpportunities for...


  • Makati City, National Capital Region, Philippines beBeeCustomerSuccessManager Full time ₱300,000 - ₱600,000

    Job OverviewWe are seeking a professional to fill the Customer Success Manager role.This is an exciting opportunity for those looking to grow their career in customer success and support.ResponsibilitiesDevelop and implement effective pre-sales strategies to ensure successful client onboarding.Provide functional support to clients as needed, ensuring timely...


  • Mandaluyong City, National Capital Region, Philippines beBeeAccounting Full time ₱250,000 - ₱350,000

    Job OverviewWe are seeking an experienced accounting professional to join our team as a Financial Transaction Assistant. This role will involve providing timely and accurate support to customers in line with Month-End and Year-End calendar deliverables.The ideal candidate will have at least 6 months of experience in general ledger, a minimum technical degree...


  • Makati City, National Capital Region, Philippines beBeeProductivity Full time ₱900,000 - ₱1,200,000

    Unlock a new career opportunity in financial services operations and markets product lifecycles.Job DescriptionThe role of an Onboarding Specialist - Pre Trade Services is to support the daily activities of Markets Client Data Team. This team is a global hub that supports Australia, Singapore, Hong Kong, London, and New York.The team works closely with Pre...