
Expert Investment Advisor
1 day ago
Talent Acquisition Manager at a leading bank.
Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients. Grow the investment AUM and revenue of the Segment/clients under the assigned area/s. Act as Account officer of basic segregated accounts (PMA).
- Develop strong partnership with branches and Preferred RMs.
- Assist RMs in profiling and recommending investment products to client.
- Assist RMs in providing market updates.
- Address investment concerns of Preferred Regular clients.
- Graduate of any 4-year business course from reputable universities.
- Mastery of the investment sales process and product matching.
- Able to clearly explain key economic and market developments and their impact to the investment products offered.
- Mid-Senior level position.
- Full-time employment.
- Marketing job function.
- Banking industry.
- Conduct branch product briefings and be the Subject Matter Expert (SME) for the basic investment training courses.
- Facilitate account opening of segregated accounts and ensure that the account opening and transactions are properly endorsed to the IS and the other AMTC units.
- Assists the IS in addressing basic investment concerns of branches and clients.
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Financial Advisor
3 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeOverviewI am expanding my team of Financial Advisors. Connect with me if you are interested by sending me a message or click FINANCIAL ADVISOR – APPLY NOW…Company DescriptionThe Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team...
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Senior Investment Advisor
2 days ago
Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000Job Title:Investment LeaderKey Responsibilities:Develop business strategies to meet investment goalsLead a team of investment specialistsCollaborate with product providers for competitive offeringsRecommend suitable investments based on client objectives and risk appetiteProvide market updates and share the bank's investment outlookEducate stakeholders on...
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Life Planner
24 hours ago
Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000Job DescriptionThis is a part-time hybrid role for a life planner / financial advisor based in Quezon City, with some work-from-home arrangements available. The life planner / financial advisor will engage with clients to understand their financial needs and goals, provide personalized insurance and investment solutions, and offer ongoing support to ensure...
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Financial Advisor
19 hours ago
Quezon City, National Capital Region, Philippines Allianz PNB Life Full timeCaelum Financial Solutions | Intermediary of Allianz PNB LifeDisclaimer: This is not a bancassurance role. We operate under the agency channel, providing you with the flexibility and control to grow your own financial advisory business.Are you growth-driven, business-minded, and looking for a flexible career where your success directly impacts your income...
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Senior Investment Expert
9 hours ago
Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱900,000 - ₱1,200,000Job DescriptionA unique opportunity to join a dynamic team as a Senior Associate in Investment, where you will be responsible for creating and managing extensive financial models, conducting quantitative analyses, identifying new opportunities, and formulating robust investment cases.The role involves working with the team and other departments to raise...
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Unlock Your Career as a Financial Advisor
2 days ago
Quezon City, National Capital Region, Philippines beBeeCareer Full time ₱600,000 - ₱1,200,000Unlock Your Potential in Financial ServicesWe are seeking a skilled and motivated Financial Advisor to join our team. As a key member of our organization, you will play a vital role in providing financial planning, retirement planning, investment advice, and financial advisory services to our clients.Key Responsibilities:Develop and implement comprehensive...
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Expert Financial Advisor Wanted
1 day ago
Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000Job DescriptionWe are seeking a skilled and detail-oriented Financial Adviser to join our team. As a key member of our financial services department, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.Your primary focus will be on completing Statements of Advice (SOA) and Records of Advice (ROA) for...
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Senior Investment Banking Specialist
1 day ago
Mandaluyong City, National Capital Region, Philippines beBeeFinancier Full time ₱450,000 - ₱900,000Investment Banking ProfessionalSupports the day-to-day activities of a team.Duties and ResponsibilitiesStructuring: Discusses and develops financial strategies for transactions.Proposal Presentation: Prepares project proposals for approval and/or presentation to various stakeholders. Consolidates financial data and conducts analyses on companies, industries,...
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Strategic Investment Research Lead
2 days ago
Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱1,500,000 - ₱2,000,000Research and Strategy LeaderThe key objective of the Research and Strategy Leader is to deliver in-depth, expert research on companies, sectors, macro-economy, and quantitative analysis to inform strategic investment decisions.Reviews investment proposals to support asset allocation strategies.Oversees the annual review of all investment...
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Senior Financial Planner
2 days ago
Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱300,000 - ₱500,000Job OverviewWe are seeking a highly skilled Financial Advisor to join our team. The ideal candidate will have excellent financial planning and advisory skills, experience in finance, investments, and retirement planning.Main ResponsibilitiesProvide comprehensive financial planning and guidance to clients on investment strategies and retirement...