Corporate Wealth Advisor

2 weeks ago


Manila, National Capital Region, Philippines China Banking Corporation (CBC) Full time

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:
  1. Deliver personalized wealth management services to high-net-worth individuals and corporations.
  2. Conduct thorough needs assessments to identify clients' financial goals and objectives.
  3. Recommend tailored investment strategies and product offerings.
  4. Maintain accurate records and reports.
Requirements:
  • Advanced degree in finance, accounting, or related field.
  • Minimum 2 years of experience in wealth management or related field.
  • Exceptional analytical and problem-solving skills.
  • Strong communication and interpersonal skills.

This is an excellent opportunity for experienced professionals who are passionate about delivering exceptional client experiences and committed to ongoing learning and professional development.



  • Manila, National Capital Region, Philippines Sun Life Philippines Full time

    We're seeking a highly motivated and results-driven Wealth Management Advisor to join our team at Sun Life Philippines.In this role, you'll work closely with clients to understand their financial goals and develop customized wealth management strategies to help them achieve those goals. You'll also be responsible for recommending and selling a range of...


  • Manila, National Capital Region, Philippines China Banking Corporation (CBC) Full time

    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...


  • Manila, National Capital Region, Philippines PRU LIFE UK - MARK WILLIAM RADA INSURANCE SERVICES Full time

    Career Opportunities at Pru Life Uk Mark William Rada Insurance ServicesAbout UsWe are a leading provider of insurance services, dedicated to helping individuals and businesses achieve their goals. Our team of experts provides personalized advice and guidance, helping clients navigate the complexities of the financial landscape.About the RoleDrive business...


  • Manila, National Capital Region, Philippines MANULIFE - Aetos Financial Afthonia Full time

    **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...


  • Manila, National Capital Region, Philippines Mercantile Insurance Full time

    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...


  • Manila, National Capital Region, Philippines Quess (Philippines) Corp Full time

    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...


  • Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time

    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...


  • Manila, National Capital Region, Philippines Megaworld Corporation Full time

    Job Description:">We are seeking a Corporate Risk Advisor to join our team at Megaworld Corporation.">About the Role:">The ideal candidate will have excellent communication skills, be able to work effectively in a team environment, and possess strong analytical and problem-solving abilities.">Key Responsibilities:">">Perform/Assist New Employee...

  • Corporate Tax Advisor

    2 weeks ago


    Manila, National Capital Region, Philippines Private Advertiser Full time

    Why Join Us:As a Corporate Tax Advisor at Private Advertiser, you will have the opportunity to work with a dynamic team and contribute to the growth and success of our organization. You will be given the chance to develop your skills and knowledge in tax compliance and risk management. We offer a supportive and collaborative work environment where you can...


  • Manila, National Capital Region, Philippines Pru Life UK Full time

    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.


  • Manila, National Capital Region, Philippines Quess (Philippines) Corp Full time

    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...


  • Manila, National Capital Region, Philippines Zenith Capital Credit Group Corp, Full time

    We are seeking a skilled Corporate Legal Advisor to join our team at Zenith Capital Credit Group Corp. As a key member of our organization, you will play a critical role in providing legal guidance and support to our executives.Key Responsibilities:Provide expert legal advice on corporate, regulatory, and operational matters to ensure compliance with...


  • Manila, National Capital Region, Philippines A-WIN Enterprise and Solutions, Inc Full time

    We are looking for a talented Corporate Law Advisor to join our team at A-WIN Enterprise and Solutions, Inc. In this role, you will work closely with our leadership team to ensure that all legal matters are handled efficiently and effectively.About the JobThe successful candidate will have a deep understanding of corporate law and be able to provide expert...

  • Financial Advisor

    4 weeks ago


    Manila, National Capital Region, Philippines Sun Life Philippines Full time

    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,...


  • Manila, National Capital Region, Philippines MicroSourcing Full time

    As a Corporate Finance Advisor - Distressed Entities, you will play a key role in assisting clients with financial recovery processes. You will analyze financial data, assess insolvency risks, and collaborate with legal and financial professionals.This role requires strong analytical skills and the ability to work autonomously and as part of a team. The...


  • Manila, National Capital Region, Philippines Flash Express (PH) Co. Ltd. Inc. Full time

    Job DescriptionWe are seeking a highly skilled and experienced legal professional to join our team as a Corporate Legal Advisor. The successful candidate will be responsible for providing expert advice on various legal topics, drafting and reviewing commercial contracts, and ensuring compliance with laws and regulations.Key Responsibilities:Providing timely...

  • Corporate Tax Advisor

    2 weeks ago


    Manila, National Capital Region, Philippines RADIOWEALTH FINANCE COMPANY INC. Full time

    Company Profile:RADIOWEALTH FINANCE COMPANY INC. is a reputable company that requires a Corporate Tax Advisor to provide expertise in tax planning and compliance.Main Responsibilities:Oversee the tax compliance, reporting, and planning functions of the company.Ensure adherence to all tax laws and regulations in the Philippines and identifies strategies to...


  • Manila, National Capital Region, Philippines Millennial Financial Advisors Full time

    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...


  • Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time

    Company OverviewThe Hongkong and Shanghai Banking Corporation Limited (HSBC) is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our mission is to be where the growth is, enabling businesses to thrive and economies to prosper.We aim to provide a wide range of financial services to...


  • Manila, National Capital Region, Philippines China Banking Corporation (CBC) Full time

    We are seeking a highly motivated and detail-oriented Client Relationship Specialist to join our team at China Banking Corporation (CBC).About the Job:This is an exciting opportunity for you to be part of our Wealth Management Group, where you will play a key role in building strong relationships with our customers.Key Responsibilities:Assist in marketing...