Financial Planner
2 days ago
At Axis Life Insurance Agency Inc. - PRU LIFE UK, we seek a skilled Financial Planner to join our team.
The ideal candidate will have a bachelor's degree in any field and possess strong sales, negotiation, and interpersonal skills.
Key Responsibilities:- Analyze clients' financial goals, income, expenses, and risk tolerance.
- Develop and recommend customized financial plans, including investments, retirement, tax strategies, and estate planning.
- Educate clients on wealth management and savings strategies.
- Assess clients' insurance needs and recommend suitable policies.
We offer a dynamic work environment where you can build long-term relationships with clients, conduct financial reviews, and adjust plans as their needs evolve.
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Financial Planner
5 days ago
Makati City, National Capital Region, Philippines PruLife UK - Team Celyn Part timeJob DescriptionWe are seeking a highly motivated and results-driven Financial Planner to join our team at PruLife UK - Team Celyn.Your primary responsibility will be to build and maintain relationships with individual and corporate clients, conducting thorough financial needs analyses to understand their goals and risk tolerance. You will provide ongoing...
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Financial Planner
17 hours ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timePruLife UK- Team Christine is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals by providing expert advice on investments, insurance, and other financial solutions.Key Responsibilities:Build and maintain relationships with individual and corporate...
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Senior Financial Planner
17 hours ago
Caloocan City, National Capital Region, Philippines CHG Global Inc Full timeJob DescriptionTalent Management Associate Manager | Master of Arts in Industrial PsychologyRole Summary:We are seeking a skilled Senior Financial Planner to join our team at CHG Global Inc.The ideal candidate will have experience in managing financial planning, budgeting, and forecasting, as well as creating variance analysis reports and financial...
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Financial Planner Role
3 weeks ago
Makati City, National Capital Region, Philippines FWD Life Philippines Full timeOPEN FOR ALL LOOKING FOR PART-TIME CAREER OPPORTUNITYOur team is currently looking for (Management Trainee) Financial Wealth PlannersWhat are the basic requirements you should have?= At least 2 years in college, any course (with at least 1 year work experience in any field)- Strong internet connection at home- Amenable to take Licensure Exam at Insurance...
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Lead Financial Analyst and Planner
5 days ago
Mandaluyong City, National Capital Region, Philippines Pearson Full timeAbout the PositionWe are recruiting a Senior Financial Analyst to support the Finance Team of Virtual Learning business at Pearson Finance Services (PFS). The successful candidate will be responsible for preparing and delivering financial planning and analysis to enable effective business decision-making.Responsibilities and ExpectationsFinancial Reporting:...
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Financial Advisor
2 days ago
Mandaluyong City, National Capital Region, Philippines Axis Life Insurance Agency Inc. - PRU LIFE UK Full timeAxis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...
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Financial Planner
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk tolerance.Develop customized financial plans, including investments, insurance, and retirement strategies.Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Monitor and update clients' financial plans based...
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Financial Planner
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeOn-site - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social Events, Office PartiesProfessional DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk...
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Financial Reporting Consultant
4 days ago
Quezon City, National Capital Region, Philippines Flying V Full time**Job Description for Tax Planner at Flying V:**Flying V is a leading company in the industry, committed to delivering high-quality services to our clients. We are currently seeking an experienced Tax Planner to join our team.The successful candidate will have extensive knowledge of taxation laws and regulations, as well as excellent analytical and...
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Financial Portfolio Manager
17 hours ago
Makati City, National Capital Region, Philippines RCBC Full timeRole OverviewThis position requires a deep understanding of various investment markets and products, with expertise in insurance. The ideal candidate will be certified as a Financial Planner or commit to taking the certification program. A life insurance license is also preferred.Responsibilities Include:Developing and maintaining relationships with clients...
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Financial Wealth Planner
5 days ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...
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Senior Financial Planner
17 hours ago
Quezon City, National Capital Region, Philippines Outsourced Full timeJob DescriptionWe are seeking an experienced Senior Financial Analyst to join our team in Quezon City. The successful candidate will be responsible for reviewing and analyzing financial statements and reports, creating detailed financial reports, and generating key performance indicators (KPIs).You will also assist with variance analyses, prepare monthly...
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Financial Wealth Planner
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timePru Life UK - Team RhodHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeShareJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social Events, Office PartiesProfessional DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs,...
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Financial Services Professional
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeWe are seeking a skilled Financial Planner to join our team at Pru Life UK - Team Rhod.About the JobThis role involves assessing clients' financial needs, goals, and risk tolerance, and developing customized financial plans.The ideal candidate should have strong analytical skills and be able to recommend suitable financial products.Maintaining long-term...
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Becoming a Licensed Advisor
5 days ago
Mandaluyong City, National Capital Region, Philippines Titanium 2 Life Insurance Agency Inc Part timeFinancial Planning RoleWe are seeking a licensed financial advisor to join our team. As a financial planner, you will help clients achieve their financial goals by providing valuable financial advice and educating them about insurance, savings, and investments. This is a rewarding career opportunity that offers flexibility, high earning potential, and...
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Financial Advisor
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeJob OverviewWe are seeking a highly motivated Financial Planner to join our team at Pru Life UK - Team Rhod.About the RoleWe require an individual who can assess clients' financial needs, goals, and risk tolerance.The successful candidate will develop customized financial plans, including investments, insurance, and retirement strategies.We need someone who...
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Career Development Financial Specialist
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeAt Pru Life UK - Team Rhod, we are seeking a skilled Financial Planner to join our team. About the RoleThe ideal candidate will have strong analytical skills and be able to assess clients' financial needs, goals, and risk tolerance.Developing customized financial plans, including investments, insurance, and retirement strategies, is also a key aspect of this...
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Store Planner
4 weeks ago
Mandaluyong City, National Capital Region, Philippines ConnectOS Full timeSalary: P70,000 to P90,000 (Monthly Package)Schedule: Monday – Friday (09:00 AM - 05:00 PM AEST)What are we looking for?Skills Required:5 years minimum experience in retail store planning projects is essential.Formal qualifications in Architecture, Drafting or related is essential.Experience in retail construction and a strong understanding of Retail...
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Insurance and Investments Advisor
5 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeWe are seeking a highly motivated Financial Planner to join our team at Pru Life UK - Team Rhod.About the CompanyOur company offers a range of financial products and services to help individuals achieve their financial goals.We are committed to delivering exceptional customer service and building long-term relationships with our clients.We are a dynamic and...
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Project Governance Analyst
4 days ago
Mandaluyong City, National Capital Region, Philippines Chubb Full timeAbout the JobThis role lends itself to an experienced IT Portfolio Analyst who has experience working in a tech environment managing multiple responsibilities including regular reporting and general administration. The IT Portfolio Analyst will play a crucial role in the execution of IT Strategic Portfolio Management activities.The main responsibilities...