Wealth Management Advisor

Are you a detail-oriented and proactive individual looking for a challenging role? We are seeking a Corporate Wealth Advisor to join our Wealth Management Group at China Banking Corporation.Key Responsibilities:Deliver personalized wealth management services to high-net-worth individuals and corporations.Conduct thorough needs assessments to identify...

Mercantile Insurance is seeking a dedicated Personalized Wealth Advisor to join our team.About the OpportunityThis is an exciting opportunity for a highly motivated individual to work with our clients to develop customized financial plans that meet their unique needs.The ideal candidate will have 1-3 years of experience in a related field and hold a diploma...

The Hongkong and Shanghai Banking Corporation Limited (HSBC) is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.We are seeking a highly...

We are looking for a skilled Financial Portfolio Manager to join our team at China Banking Corporation (CBC).About the Job:In this role, you will be responsible for assisting the Wealth Management Group in managing customer portfolios and providing exceptional customer service.Key Responsibilities:Manage customer portfolios and perform account...

**MANULIFE - Aetos Financial Afthonia: Your Partner in Financial Success:**We are committed to helping individuals achieve their financial goals through our innovative solutions and expert advice.**Job Summary:**We are seeking a highly motivated Strategic Wealth Advisor to join our team. The successful candidate will be responsible for providing expert...

Role: Bancassurance Financial AdvisorThe position entails finding new clients as well as offering other products to an existing customer base. Aside from customer service, the Financial Advisor is expected to handle the reporting, planning, and administration of the plans purchased by the client.ResponsibilitiesEstablishes, maintains, and grows relationships...

Job SummaryWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. The successful candidate will be responsible for recommending solutions to help clients meet their financial goals, including medium to long-term investments, protection, education funding, retirement funding, and estate planning.

Our client, one of the leading Indian Government Public Sector Banks with a strong domestic presence.Minimum 3 Years of Experience: as Relationship Manager in Wealth Management with Public Banks, Private Banks, Foreign Banks, Broking Firms, Security Firms, and Asset Management Companies.Proficiency/knowledge: in local language/area/market/clients is...

Company Overview:\Millennial Financial Advisors is a forward-thinking financial services company that adds value to people by protecting their greatest asset – life.\\Job Summary:\We are seeking a skilled Wealth Management Expert who will manage client relationships and provide personalized financial guidance and recommendations. The ideal candidate will...

Creative Hands HR Consultancy is seeking a seasoned Client Relationship Expert to drive growth and revenue in our Wealth Management division.The successful candidate will be responsible for managing relationships with existing clients, acquiring new ones, and ensuring that they are fully aware of our wealth management products and services.Key...

Job Summary:We're looking for a highly motivated and experienced Equity Advisor/Dealer to join our team at Dreams Solution. As a key member of our organization, you'll play a vital role in providing expert advice and support to our clients, helping them achieve their financial objectives.Main Responsibilities:Deliver personalized service to clients, offering...

Paraplanning Job DescriptionAt Satellite Office, we are seeking a highly motivated and detail-oriented Paraplanner to support our financial advisors in delivering exceptional client experiences. As a Paraplanner, you will be responsible for gathering and analyzing client data, preparing comprehensive financial plans, and ensuring compliance with industry...

CLIENTOur client is a leading fintech company in the Philippines.JOB DESCRIPTIONResponsible for leading and executing the strategic vision for the wealth management division.Develop and articulate the long-term strategic plan for the wealth management division.Identify and pursue opportunities to expand the company's wealth management offerings, including...

We are looking for a highly motivated and organized individual to fill the role of Private Wealth Manager at Bank of the Philippine Islands. As a Private Wealth Manager, you will be responsible for providing exceptional client service and growing their wealth.Responsibilities:Manage client accounts and grow their portfoliosProvide investment advice and...

About the RoleWe are seeking a highly motivated and experienced Financial Wealth Planner to join our team at PDC Insurance Agency Inc.In this role, you will be responsible for providing expert financial advice to clients, developing personalized wealth management strategies, and building strong relationships with them.What You Will DoConduct thorough...

As a Bancassurance Financial Advisor, you will be responsible for identifying new business opportunities and expanding the existing customer base. Key responsibilities include maintaining strong relationships with bank partners, providing sales and marketing support, meeting regional targets, and delivering exceptional client service.Key...

Key ResponsibilitiesAs a Financial Advisor, you will need to possess strong financial planning and finance skills, as well as expertise in retirement planning and investment management.You must also have experience in providing financial advisory services and relevant qualifications or certifications in related fields.

Company DescriptionSun Life is a global financial services company offering a wide range of insurance, retirement, and investment products and services. In the Philippines, Sun Life provides diverse insurance, wealth, and asset management solutions to help every Filipino lead a brighter life. They are the country's first and longest-standing life insurer,...

Job DescriptionWe are seeking a visionary leader to drive the growth of Premier Wealth Solutions nationwide, managing a high-caliber team and strengthening client relationships in the High Net Worth Individual (HNWI) segment.About the RoleOversee and lead a nationwide Premier Wealth Solutions team, ensuring alignment with business goals and fostering a...

About Our Company:PDC insurance agency inc. is a leading financial services provider dedicated to helping individuals and businesses achieve their financial goals.We offer a range of benefits, including comprehensive health insurance, generous retirement contributions, opportunities for career development and advancement, flexible work arrangements, and a...