Current jobs related to Wealth and Market Specialist - Taguig, National Capital Region - Metrobank
-
Digital Wealth Solutions Specialist
1 week ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeDigital Wealth Solutions SpecialistAt Manpower Core Group Inc., we are seeking a highly skilled Digital Wealth Solutions Specialist to join our team. This is an exciting opportunity to design and implement digital solutions that deliver exceptional customer experience in wealth management.About the RoleAs a Digital Wealth Solutions Specialist, you will be...
-
Wealth Management Specialist
5 days ago
Taguig, National Capital Region, Philippines DMP INSURANCE (FWD PHILIPPINES) Full timeAbout the RoleWe are looking for a highly skilled and experienced Financial Wealth Planner to join our team at FDM Insurance (FWD Philippines). The successful candidate will have a strong background in financial planning, wealth management, or sales, with excellent communication and interpersonal skills.Key Responsibilities:Provide expert advice on various...
-
Wealth Management Advisor
3 weeks ago
Taguig, National Capital Region, Philippines FWD D11 District Full timeOn-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionWelcome to D11, a collective of exceptional Financial Wealth Planners and Managers. Our mission is simple yet powerful: to multiply our impact and extend our reach, helping individuals build worry-free and hope-filled lives. We are dedicated to financial empowerment...
-
Wealth Management
3 weeks ago
Taguig, National Capital Region, Philippines Visage Executive Search Full timePosition Description:Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below:• Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAP.•...
-
Wealth Management
6 days ago
Taguig, National Capital Region, Philippines Visage Executive Search Full timePosition Description:Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below:• Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAP.•...
-
Wealth Management Associate
1 week ago
Taguig, National Capital Region, Philippines China Banking Corporation (CBC) Full timeResponsible 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 business-related course.Proficiency in the use of office systems.Computer...
-
Wealth Management Professional
2 weeks ago
Taguig, National Capital Region, Philippines East West Banking Corporation Full timeJob Description:We are seeking an experienced and skilled professional to join our team as a Trust Business Development & Account Management Officer. In this role, you will be responsible for driving business growth through effective marketing implementation and sales efforts.Main Responsibilities:Develop and implement marketing strategies to promote the...
-
Taguig, National Capital Region, Philippines East West Banking Corporation Full timeWe are seeking a highly skilled Executive Assistant to join our Financial Markets and Wealth Management Group at EastWest Banking Corporation's BGC, Taguig branch.The ideal candidate will have a strong background in administration, with 2-5 years of experience in managing administrative functions. Key responsibilities include acting as a liaison between...
-
Manager Expert Wealth Management
1 week ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeKey skillsWealth ManagementFund Servicing ManagerProject Management CompetencyDigital Transformation DirectorDigital SolutionsFinancial ManagementExcellent CommunicationStakeholder ManagementBankingCapital MarketsFund ManagementJOB TITLE: Manager, Expert – Wealth ManagementCategory: Business Consulting, Strategy and Digital TransformationWORK SETUP: Onsite...
-
Wealth Services Associate
1 week ago
Taguig, National Capital Region, Philippines China Banking Corporation (CBC) Full timeThe Financial Planning Coordinator role at China Banking Corporation (CBC) offers an exciting opportunity to contribute to the success of the Wealth Management Group. As a key member of the team, you will be responsible for assisting in the development and implementation of financial planning solutions for clients. This involves working closely with...
-
Wealth Management Specialist
4 days ago
Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full timeAbout This OpportunityWe are seeking a highly motivated and experienced Financial Consultant to join our team. As a key member of our advisory team, you will be responsible for providing expert advice to clients on financial planning and wealth management. Key Responsibilities:Analyze Clients' Financial StatusCreate Personalized PlansEvaluate Client...
-
Wealth Management Marketing Specialist
2 weeks ago
Taguig, National Capital Region, Philippines Metrobank Full timeSeniority LevelThis mid-senior level role requires a strong background in electronic channels product and marketing.Develop and execute marketing strategies and plans.Create engaging content across various platforms and media.Measure and report the effectiveness of marketing activities.BenefitsThis role offers a range of benefits, including:A competitive...
-
Product and Marketing Officer
4 weeks ago
Taguig, National Capital Region, Philippines Metrobank Full timeProduct and Marketing Officer (Electronic Channels)Metrobank Taguig, National Capital Region, PhilippinesManages the design, development, and delivery of the financial products and services that are offered through the electronic channels of the bank managed by the unit (Wealth Manager, MOSE and FX Online).Conducts market research and analysis, identifies...
-
Wealth Management Growth Strategist
3 days ago
Taguig, National Capital Region, Philippines Sun Life Financial Full timeAbout the Job:We're seeking a Client Segment Marketing Strategy Specialist to join our team. As a Client Segment Marketing Strategy Specialist, you'll be responsible for developing and executing strategies to grow our affluent client base.You'll work closely with local marketing, business, and sales units to design and execute segmentation strategies,...
-
Wealth Strategy Consultant
5 days ago
Taguig, National Capital Region, Philippines FWD D11 District Full timeJob DescriptionThis is a full-time on-site role for a Financial Planning Specialist, located in Bonifacio Global City. The primary responsibility of this role is to provide expert advice and guidance to clients on their financial planning, retirement planning, and investment strategies.Daily tasks include client consultations, portfolio management, and...
-
Portfolio Management Specialist
1 week ago
Taguig, National Capital Region, Philippines China Banking Corporation (CBC) Full timeAs a Portfolio Management Specialist at China Banking Corporation (CBC), you will play a key role in assisting the Wealth Management Group in delivering exceptional services to clients. Your primary responsibility will be to assist in marketing WMG products and services, building strong relationships with existing and potential customers, and performing...
-
Influencer Marketing Specialist
1 week ago
Taguig, National Capital Region, Philippines Skintific Full timeWe are Skintific, a dynamic company seeking an experienced Marketing Specialist to join our team. As a Marketing Specialist, you will be responsible for developing and executing strategic initiatives to cultivate brand presence on social media platforms.RequirementsWe are looking for someone with at least 2 years of working experience in Brand Marketing, KOL...
-
Market Information Specialist
6 days ago
Taguig, National Capital Region, Philippines Jocsoncollege Full timeWe are seeking a talented Market Information Specialist to join our team at Jocson College. As a Market Information Specialist, you will be responsible for collecting, analyzing, and processing financial market data from various sources into the database utilized by our team.About FactSetFactSet is a leader in providing research and analytical tools to...
-
Marketing Specialist
2 weeks ago
Taguig, National Capital Region, Philippines Polytechnic University of the Philippines Full timeJob DescriptionWe are seeking a highly motivated and experienced Marketing Specialist to join our team at Polytechnic University of the Philippines. As a Brand Associate, you will be responsible for establishing marketing initiatives that drive brand awareness and sales conversion.Key Responsibilities:Develop and implement effective marketing strategies to...
-
Marketing Specialist
2 weeks ago
Taguig, National Capital Region, Philippines Unilever Full timeUnilever is a leading Ice Cream player with a strong presence in the global market.We are seeking an experienced Marketing Procurement Specialist to join our team. The ideal candidate will have a passion for managing end-to-end portfolios, gaining wide procurement experience for marketing services, and driving business with direct contribution.Job...
Wealth and Market Specialist
2 weeks ago
About the Role:
- Closely partners with lending officers, treasury sales officers, and Senior Officers to discuss lending policies and financial packaging.
- Reviews, analyzes, and finalizes Credit Group's stand on loan and product proposals from Market Sales and Private Wealth.
- Ensures quality credit assessments, timely credit risk rating and classification, monitoring of challenged credits, and sound judgment on credit.
- Performs other related functions as assigned.
- Stays up-to-date on the credit portfolio.
Key Responsibilities:
- Work on challenging and impactful projects contributing to the Bank's growth and success.
- Participate in cross-functional teamwork, fostering collaboration and creativity, and receive personalized career coaching and mentoring.
- Enjoy competitive perks and benefits rewarding hard work and dedication.