Wealth Management Specialist

Job SummaryGRANDUKE FINANCING invites applications for the position of Wealth Management Specialist, responsible for providing expert financial guidance to clients.Main DutiesConduct thorough financial assessments to determine clients' financial goals and objectives.Develop personalized investment strategies to achieve clients' financial...

Key ResponsibilitiesAnalyze clients' financial data to identify areas for improvement and develop recommendations for achieving their financial goalsProvide guidance on investment strategies, wealth management, and retirement planningDevelop and implement comprehensive financial plans that align with clients' objectives and risk toleranceCommunicate complex...

Our TeamAbout MANULIFE DAVAOAt MANULIFE DAVAO, we are passionate about providing exceptional financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their long-term financial goals.Role ResponsibilitiesThis role involves:Meeting with clients to assess their financial needs and develop...

SUN LIFE ADVISOR is looking for a seasoned Wealth Management Advisor to join our team.About the RoleThe successful candidate will be responsible for providing expert guidance and support to clients or internal stakeholders on a variety of topics.The ideal candidate will have strong analytical, communication, and problem-solving skills, as well as a deep...

About the PositionThe Sales Representative will play a critical role in driving revenue growth by developing and executing sales strategies that meet or exceed sales targets. Key responsibilities include building client relationships, sales strategy development, customer understanding, negotiation, and contract management.Key Skills and AbilitiesSales and...

As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets in Davao City. Assists wealth managers in engaging clients with investment products to maximize revenues and support overall sales and profitability targets. Provides market insights and shares strategies with clients and Wealth Managers on product...

About the RoleThe Sales Representative will play a crucial part in driving business growth by establishing strong relationships with clients and exceeding sales targets. Key responsibilities include cold calling, lead generation, sales strategy execution, customer understanding, negotiation, and contract management.Key Skills and QualificationsSales and...

Job OverviewLTS Retail Specialist is seeking a skilled Sales Representative to join our team. As a Sales Representative, you will be responsible for identifying and approaching potential clients, presenting and promoting products/services, understanding customer needs, and negotiating contracts.Key ResponsibilitiesCold Calling and Lead Generation: Identify...

Company OverviewAbout Property Bookeepers ManagementWe are a leading property management company dedicated to providing exceptional services to our clients. Our team of experts is committed to delivering high-quality results, and we are seeking a highly skilled Tax Compliance Specialist to join our team.

Job DescriptionThe Sales Representative will be responsible for building relationships with clients, identifying business opportunities, and developing sales strategies to meet or exceed sales targets. The ideal candidate will have a strong background in sales, customer service, or a related field, with excellent communication and interpersonal skills.Key...

About the OpportunityThis is a unique opportunity for a skilled professional to join Maybank as a Relationship Manager and play a key role in driving growth and revenue within the affluent customer segment. The successful candidate will be responsible for implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, ensuring alignment...

ShareJob DescriptionDescriptionOversee and manage the daily accounting operations, ensuring accurate financial reporting and compliance with regulations.Lead and mentor the accounting team, providing guidance on best practices and professional development.Prepare and review financial statements, budgets, forecasts, and reports for management and...

About the JobThis is an exceptional opportunity for a seasoned accounting professional to join our dynamic team as a Senior Financial Manager. You will be responsible for leading the accounting team, ensuring accurate financial reporting, and compliance with regulations.Responsibilities:Oversee and manage the daily accounting operations.Lead and mentor the...

Job SummarySun Life Philippines Bahada seeks a seasoned Financial Consultant to join our team. This role requires a high level of expertise in providing financial guidance and advice to clients.Key Responsibilities:Offer expert financial advice and guidance to clients on various topics, including investments, retirement planning, and insurance...

Carefast Management Consultancy Services is committed to delivering exceptional services to our clients.Job DescriptionWe are seeking an Administrative Specialist/Assistant to manage our day-to-day office operations.ResponsibilitiesCoordinate office schedules, correspondence, and supplies.Develop and maintain filing systems, both physical and digital.Support...

We are seeking a highly organized and detail-oriented Administrative Specialist/Assistant to join our team at Carefast Management Consultancy Services.Key Job ResponsibilitiesOversee daily office operations, including managing schedules, correspondence, and supplies.Maintain accurate and up-to-date records, both physical and digital.Assist various...

Qafar Enhance Specialist Inc. - City gate BranchJob DescriptionEmployee Recognition and RewardsCommission, Performance BonusDescriptionWe are looking for a creative and detail-oriented Visual Merchandiser to enhance our store's aesthetic appeal and improve the customer shopping experience. You will be responsible for designing eye-catching displays,...

Requirements and QualificationsDegree in finance, accounting, economics, or a related fieldMinimum 2 years of experience in financial services, wealth management, or a related fieldExcellent communication and interpersonal skillsAbility to analyze complex financial data and develop effective solutionsStrong problem-solving and time-management skillsBenefitsA...

Job Title: Warehouse Management SpecialistAbout Us: Toplis Solutions Inc. - Davao Branch is a leading provider of innovative solutions in logistics and supply chain management.Company Overview: Our company aims to provide efficient and reliable services to our clients, ensuring their products are delivered on time and in good condition.Job Description: As a...

Job SummaryWe are seeking a highly skilled Compensation Specialist to join our team at Jack Rabbit Management and Holding Corporation Buhangin branch.About the RoleThe successful candidate will be responsible for accurately processing all aspects of employee compensation, including salaries and wages, while ensuring compliance with applicable tax laws and...