Wealth Management Expert

Negzda Global invites applications for the position of Wealth Management Specialist.Job Description:This role involves providing expert advice to clients on investment strategies and managing their wealth.The successful candidate will have excellent communication skills and be able to build strong relationships with clients.Responsibilities:Provide...

About the RoleThe successful candidate will develop customized financial plans for clients, including savings, investments, insurance, and retirement plans. They will offer expert advice on risk management and wealth-building strategies, educating clients about market trends, product offerings, and financial best practices.You will also identify new clients...

We are looking for a seasoned Financial Wealth Planner to join our team at PruLife UK- Team Christine. As a key player in our wealth management team, you will be responsible for guiding clients in making informed financial decisions.Job DescriptionAs a Financial Advisor, you will provide expert advice on financial planning, investments, insurance, and other...

Job Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will be responsible for assisting in marketing WMG products and services to existing and potential customers.Main Responsibilities:Market WMG products and services to...

Job DescriptionThe role of the Sales Support Officer – Makati Branch involves assisting the Wealth Sales Team in sustaining and maintaining profitable client relationships.This includes supporting the Head of Investment and Insurance Sales/Wealth Sales Team Head in daily administrative work such as preparing sales reports, minutes of meetings, and data...

About the RoleWe are seeking an experienced Financial Analyst to join our team at Manulife Insurance Malaysia. In this role, you will be responsible for providing high-quality financial analysis and support to the Wealth and Asset Management team.You will have the opportunity to work on a variety of projects, including the development and implementation of...

Direct message the job poster from China Bank PHJob Responsibilities:Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any...

**Career Opportunity:**We are seeking a talented Business Development Officer to join our team at Philippine Bank of Communications (PBCOM). As a key member of our team, you will have the opportunity to develop and implement sales strategies to increase revenue and enhance client satisfaction.**Key Responsibilities:**Develop and implement sales strategies to...

At AXA Philippines, we are seeking a seasoned professional to join our team as an Investment Wealth Manager.About the Role:This is a unique opportunity to leverage your expertise in investment sales and build long-lasting relationships with high net-worth clients of financial institutions.You will be responsible for generating new business opportunities and...

Key ResponsibilitiesDevelop strategy for growing wealth and remittance products, including program management and coordination with internal business units/stakeholders to deliver programs.Understanding and developing commercials related to the business, such as product pricing, revenue forecasting, promotional offers, etc.Analyzing and understanding...

We are seeking a highly motivated Wealth Management Specialist to help individuals and businesses achieve their financial objectives.The successful candidate will have a bachelor's degree and possess basic knowledge of financial markets, investment strategies, and insurance policies.Key Skills and Qualifications:Potential in sales, negotiation, and...

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...

Job OverviewAs a Licensed Financial Consultant at PRU LIFE – Team Zyrine, you will have the opportunity to work with a dynamic team to provide expert financial guidance to our clients. Your primary responsibility will be to assess clients' financial situations, develop personalized financial plans, and recommend suitable financial products and services.Key...

At Avaloq, we strive to stay at the forefront of emerging technologies and trends. As a Frontend Software Engineer, you will have the opportunity to work with the latest tools and technologies and contribute to shaping the future of our company.About AvaloqAvaloq is a leading provider of wealth management technology and services for financial institutions...

We are looking for a highly motivated and goal-oriented Financial Consultant to join our team at Eastern Summit Life Insurance Agency, Inc.About Our TeamWe pride ourselves on having a supportive and collaborative work environment.Flexible hours and autonomy to manage your book of business.The Ideal Candidate:Has a proven track record of success in sales and...

Role Summary:This role is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Retail team. The successful...

About the Role:We are seeking a highly skilled Data Scientist to join our team at Metrobank. As a Data Scientist, you will play a key role in building an end-to-end pioneer data science and advanced analytics team.You will contribute to significant data projects that help shape the future of the bank, gaining exposure to intricacies and dependencies of data...

Company OverviewPru Life UK - ORSLIA is a reputable organization dedicated to providing exceptional financial services and solutions to our clients. Our team of experienced professionals is committed to delivering outstanding results and exceeding client expectations.Job DescriptionWe are seeking a talented Financial Consultant/Advisor to join our team and...

Avaloq fosters a culture of diversity and inclusion, where everyone can contribute their unique perspective and ideas.Job DetailsThis is an excellent opportunity to join our team of talented professionals and contribute to the development of innovative banking and wealth management solutions.We are seeking an experienced Java Developer with expertise in...

At Avaloq, we are constantly expanding our global footprint with a team of over 2,500 talented individuals in 10 countries. Our mission is to orchestrate the financial ecosystem and democratize access to wealth management. We are seeking an exceptional software development expert to join our team.About the RoleThis position will be part of our team...