Current jobs related to Investment Advisor - Makati City, National Capital Region - Eastern Summit Life Insurance Agency, Inc.
-
Investment Relationship Advisor
3 days ago
Makati City, National Capital Region, Philippines RCBC Full timeAbout the PositionThe Investment Relationship Advisor will be responsible for building and maintaining strong relationships with high net worth individuals and growing existing accounts/relationships.Main Responsibilities:Build and maintain strong relationships with high net worth individuals and grow existing accounts/relationships.Develop and execute plans...
-
Investment Advisor
3 days ago
Makati City, National Capital Region, Philippines ACE Summit Life Insurance Agency Full timeMakati, National Capital Region, PhilippinesWe are searching for a results-driven Financial Advisor to join our team at ACE Summit Life Insurance Agency.About the Opportunity:This is a part-time position that requires 2-4 hours of work per day. The ideal candidate should have a college degree from any field and a reliable internet connection.Benefits:A...
-
Financial Advisor
1 week ago
Makati City, National Capital Region, Philippines Allianz PNB Life Full timeHybrid - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionCompany DescriptionAllianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and a full line of Life protection offerings. Headquartered in Makati City, we are the fastest-growing life insurance company in the country in terms of...
-
Investment Banking Specialist
3 days ago
Makati City, National Capital Region, Philippines TASQ Staffing Solutions Full timeAs an Investment Banking Associate at TASQ Staffing Solutions, you will play a key role in identifying, originating, executing, and syndicating assigned Investment Banking transactions. You will assist the Investment Banking Head and/or Senior Investment Banking Officer in performing detailed financial analysis, financial modeling, and valuation of subject...
-
Manager of Financial Advisors
2 days ago
Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full timeKey Responsibilities:">- Lead, mentor, and motivate a team of financial advisors to achieve and exceed sales targets.- Continue to meet with clients, assess their financial goals, and offer tailored advice on life insurance, investments, retirement planning, and other financial products.- Set sales targets for your team, track performance, and provide...
-
Investment Banking Associate
3 days ago
Makati City, National Capital Region, Philippines TASQ Staffing Solutions Full timeMAIN RESPONSIBILITIES:Assist the Investment Banking Head and/or the Senior Investment Banking Officer in the identification, origination, execution and syndication of assigned Investment Banking transactions.DUTIES AND RESPONSIBILITIESPerform detailed financial analysis, financial modeling and valuation of subject companies and transactions; and present...
-
Investment Planning Professional
7 days ago
Quezon City, National Capital Region, Philippines Prulife UK - Northern Summit Life Insurance Agency Full timeWe are looking for a talented Financial Advisor to help clients plan their finances, make smart investments, and achieve their financial goals.This exciting new opportunity allows candidates to work from home, providing flexibility and convenience.ResponsibilitiesThe successful candidate will assist clients with investment planning, provide financial advice,...
-
Wealth Management Advisor
5 days ago
Makati City, National Capital Region, Philippines Manulife Insurance Malaysia Full timeWe are seeking a highly skilled Wealth Management Advisor to join our team at Manulife Insurance Malaysia.The successful candidate will be responsible for providing wealth management solutions to customers, including investment advice and retirement planning.About the Job:Provide wealth management solutions to customers, including investment advice and...
-
Financial Advisor
1 week 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...
-
Financial Advisor
6 days ago
Makati City, National Capital Region, Philippines AIA Philippines Full timeAIA Philippines (formerly Philam Life) is part of the largest independent publicly listed pan-Asian life insurance group - AIA. Located in Makati, we are committed to helping our customers face life's challenges and opportunities with the right solutions and plans. Our mission is to protect every Filipino family and empower them to live healthier, longer,...
-
Financial Advisor
1 week 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...
-
Financial Consultant/Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full timePru Life UK - ORSLIAHybrid - Makati Fresh Graduate/Student Bachelor Full-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...
-
Investment Banking Associate/Senior Associate
2 weeks ago
Makati City, National Capital Region, Philippines Bayfront Capital Advisors Full timeInvestment Banking Associate/Senior AssociateBayfront Capital Advisors Pte Ltd, a boutique investment banking advisory firm based in Singapore, is looking to hire an Associate / Senior Associate based in Makati, Philippines.Responsibilities:Primary Responsibilities:Manage whole deal transaction including deal origination, client relationship management,...
-
Financial Advisor
4 weeks ago
Mandaluyong City, National Capital Region, Philippines Titanium 2 Life Insurance Agency Inc Part timeDid you know that a career as a Financial Advisor is ranked as the top choice among the 10 Best-Paying Jobs for Millennials and Gen Z? If you're curious about stepping into this rewarding role, I have exciting news We are part of the fast growing team of Financial Advisors with more than 1000 members and currently expanding our team Are you ready to embark...
-
Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines PruLife UK - Team Celyn Part timeHybrid - Makati Fresh Graduate/Student Bachelor Part-timeJob DescriptionDescriptionClient Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct financial needs analysis to understand clients' goals and risk tolerance.Provide ongoing support and updates to clients as their financial situations evolve.Financial...
-
Unit Manager
2 days ago
Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full timeJob Summary:">As an Assistant Unit Manager (Financial Advisor), you will play a key role in driving the success of our agency by leading and mentoring a team of financial advisors. Your responsibilities will include ensuring your team meets sales and performance targets while providing clients with expert advice on life insurance, investment strategies,...
-
Financial Advisor
1 week ago
Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full timeOrion Summit Life Insurance Agency Inc. - Team JustineOn-site - Makati No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and...
-
AML Senior Associate Expert
5 days ago
Makati City, National Capital Region, Philippines Hcglobalfs Full timeAbout the RoleHcglobalfs is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Key ResponsibilitiesReview Subscription Documents for various investment vehicles, including hedge funds, private equity funds, and others.Verify KYC/AML Supporting Documents for accuracy and...
-
Casual Client Advisor
2 weeks ago
Makati City, National Capital Region, Philippines LVMH Group Full timeLouis Vuitton is more than a name….its a mindset.For more than 150 years Louis Vuitton retail teams have shared the same spirit of excellence and passion. In their hands they have the power to share Louis Vuitton's history and ensure our brand's success Our top priority is each client's experience, inspiring them in store across our product universe and...
-
Financial Advisor
2 days ago
Makati City, National Capital Region, Philippines PruLife UK - Team Jed Full timeJob SummaryWe are seeking a skilled Financial Consultant to join our team at PruLife UK - Team Jed. This is an exciting opportunity for a fresh graduate or student with internship experience to kick-start their career in finance.About the RoleEvaluate clients' financial status and goals, providing personalized advice and guidance.Develop tailored financial...
Investment Advisor
2 weeks ago
Elevate your career as a Financial Consultant with Eastern Summit Life Insurance Agency, Inc. and take advantage of exciting growth opportunities.
About Our Company- We are a leading provider of life insurance solutions.
- We prioritize delivering exceptional service and client satisfaction.
Your Key Responsibilities:
- Provide expert guidance on financial strategies to help clients achieve their financial goals.
- Maintain accurate records and reports of client interactions.
- Flexibility and autonomy to manage your book of business.
- Ongoing training and support to ensure your success.