Wealth Management Advisor

Serve as a Financial Wealth Planner at PDC insurance Agency Inc., playing a critical role in helping clients achieve their financial objectives and secure their future.About the RoleThe ideal candidate will provide expert financial guidance, develop personalized wealth management strategies, and build lasting relationships with clients.Essential...

Hybrid - Manila 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance BonusInsurance Health & WellnessProfessional DevelopmentPaid Time Off, Paid HolidaysDescriptionAs a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future....

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

Sales ResponsibilitiesThe role holder has a responsibility to acquire, cross-sell and retain a portfolio of Wealth clients, working with the HSBC branches and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and...

Company Overview:Pru Life UK is a leading life insurance company in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos.The company has a large agency force of over 39,000 licensed financial advisers and is known for pioneering investment-linked insurance in the Philippines.Pru Life UK is headquartered in...

About the OpportunityWe are seeking a talented Treasury Associate to join our dynamic team at the Wealth Development Bank Corp. This role offers a unique opportunity to gain valuable experience in financial management and contribute to the growth and success of our organization.Key ResponsibilitiesAccounting and Bookkeeping: Perform standard bookkeeping and...

As a key member of our team, you will have the opportunity to make a significant impact on the success of our business.Our organisation is committed to building a culture where all employees are valued, respected and opinions count.We are currently seeking a high caliber professional to join our team as a Assistant Vice President Business Administration and...

About Sun Life PhilippinesSun Life Philippines is a leading provider of insurance, wealth, and asset management solutions in the country. We are committed to helping Filipinos achieve a brighter life through our range of financial services.As a Financial Advisor, you will be part of a dynamic team that is dedicated to delivering exceptional client service...

About the RoleWe are seeking a highly skilled Executive Wealth Manager to join our team at Maybank Manila. In this role, you will be responsible for managing and growing the bank's affluent and high net worth (HNW) customer segment.The ideal candidate will have excellent communication and coalition building skills, with the ability to balance, negotiate, and...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

Key ResponsibilitiesAs a Wealth Management Specialist, your key responsibilities will include:Soliciting new accounts and developing existing ones to drive sales volume and revenue growth.Conducting regular client calls and visits to identify clients' investment needs and service requirements.Developing and maintaining a good network of prospective clients...

About the roleJob OverviewWe are looking for a seasoned Remote Wealth Manager to join our dynamic team. As a key member of our virtual team, you will be responsible for providing expert financial planning and investment advice to our clients.Responsibilities:Conduct thorough financial needs assessments with clients to identify their financial objectives and...

We are looking for a highly motivated and organized Wealth Management Associate to join our team at Manulife Philippines. The ideal candidate will have a degree in any field and excellent interpersonal skills.Key Responsibilities:Support investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyProvide expert...

Maybank Manila, National Capital Region, PhilippinesWealth Relationship Manager - Binondo1 week ago Be among the first 25 applicantsDirect message the job poster from MaybankYour RoleThe Relationship Manager for Wealth Management manages & grows the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income, and...

We are looking for a highly motivated and experienced Wealth Management Consultant to join our LSEG team. In this role, you will be responsible for working closely with our clients to understand their financial goals and objectives, and providing expert advice on our products and services.The successful candidate will have a strong understanding of financial...

**Job Description**We are seeking an experienced Paraplanning Expert to join our team. The successful candidate will have a proven track record of working with financial advisers and possessing extensive knowledge of Australian Financial Services licensees and their advisers.Key Responsibilities:Fact find data entry and collation of client data.Research and...

Job SummaryWealth Development Bank Corp. is seeking a skilled Facilities Associate to join our team. As a Facilities Associate, you will be responsible for maintaining the facilities and ensuring they are in good working condition. This includes performing routine repairs and maintenance tasks, conducting regular maintenance checks, and managing inventory...

About the positionJob SummaryWe are seeking an experienced Comprehensive Financial Advisor to join our team as a Virtual Investment Consultant. In this role, you will provide expert financial guidance and investment advice to our clients, helping them achieve their long-term financial objectives.Key Responsibilities:Conduct thorough financial needs...

About the JobThe Wealth Development Bank Corp. is a dynamic financial institution seeking a skilled Treasury Associate to join our team. In this role, you will play a vital part in supporting the Treasury Officers and the Treasurer in achieving their goals.Main DutiesAccounting and Bookkeeping: Perform daily accounting and bookkeeping tasks to maintain...

Financial Services OpportunityWe are currently looking for a highly motivated Customer Service Representative to join our Individual Wealth Management - Investments team. As a CSR, you will be responsible for providing top-notch customer service and support to our clients.About the Role:Handle customer inquiries and resolve issues promptly and...