Investment Wealth Manager

Negzda Global invites applications for the position of Wealth Management Specialist.Job Description:This role involves providing expert advice to clients on investment strategies and managing their wealth.The successful candidate will have excellent communication skills and be able to build strong relationships with clients.Responsibilities:Provide...

About the RoleThe successful candidate will develop customized financial plans for clients, including savings, investments, insurance, and retirement plans. They will offer expert advice on risk management and wealth-building strategies, educating clients about market trends, product offerings, and financial best practices.You will also identify new clients...

At Metrobank, we empower future leaders by providing opportunities that enhance skills and unlock talents. Our well-rounded individuals evolve into experts who can do their best work and secure a fulfilling career.Our Investment Specialists are responsible for the growth of investment assets, sales volumes, and profitability of high network clients...

We are looking for a seasoned Financial Wealth Planner to join our team at PruLife UK- Team Christine. As a key player in our wealth management team, you will be responsible for guiding clients in making informed financial decisions.Job DescriptionAs a Financial Advisor, you will provide expert advice on financial planning, investments, insurance, and other...

Job DescriptionThe role of the Sales Support Officer – Makati Branch involves assisting the Wealth Sales Team in sustaining and maintaining profitable client relationships.This includes supporting the Head of Investment and Insurance Sales/Wealth Sales Team Head in daily administrative work such as preparing sales reports, minutes of meetings, and data...

We are seeking a highly motivated Wealth Management Specialist to help individuals and businesses achieve their financial objectives.The successful candidate will have a bachelor's degree and possess basic knowledge of financial markets, investment strategies, and insurance policies.Key Skills and Qualifications:Potential in sales, negotiation, and...

Join us at Metrobank and hone your skills to become a well-rounded individual. We supply you with all the pieces you need to do your best work and unleash your full potential.We have an opening for an Investment Specialist to grow our investment assets, sales volumes, and profitability.This role requires servicing customer's day-to-day investment...

Job Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will be responsible for assisting in marketing WMG products and services to existing and potential customers.Main Responsibilities:Market WMG products and services to...

Wealth Management Analyst Job DescriptionThe Wealth Management Analyst will work closely with the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team to provide accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting.Main...

Direct message the job poster from China Bank PHJob Responsibilities:Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any...

**Career Opportunity:**We are seeking a talented Business Development Officer to join our team at Philippine Bank of Communications (PBCOM). As a key member of our team, you will have the opportunity to develop and implement sales strategies to increase revenue and enhance client satisfaction.**Key Responsibilities:**Develop and implement sales strategies to...

This Investment Management Representative role involves working closely with clients to understand their investment needs and preferences. The ideal candidate will have excellent interpersonal skills and be able to provide personalized investment advice.Responsibilities:Build and maintain relationships with clients.Understand client investment objectives and...

The Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives, while managing their performance. This role involves market research, product structuring, investment strategy formulation, and ongoing portfolio management, requiring close collaboration with stakeholders within TAMG and...

Key ResponsibilitiesDevelop strategy for growing wealth and remittance products, including program management and coordination with internal business units/stakeholders to deliver programs.Understanding and developing commercials related to the business, such as product pricing, revenue forecasting, promotional offers, etc.Analyzing and understanding...

Hybrid - 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...

The Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product structuring, investment strategy formulation, and ongoing portfolio management and entails close collaboration with stakeholders within TAMG and the...

Negzda Global is hiring an Investment Manager Position that will be responsible for analyzing and managing financial data.Responsibilities:Prepare and maintain accurate financial records and reports.Develop and implement strategies for optimizing investment portfolios.Qualifications:Bachelor's degree in Finance or a related field.Minimum 1-2 years of...

Job DescriptionWe are seeking a highly skilled Private Investor to join our team at The Sister Medical Center.Key Responsibilities:Analyze financial data to inform investment decisions.Conduct due diligence on potential investments to minimize risk.Manage and maintain investment portfolios to ensure optimal returns.Requirements:Strong analytical and critical...

The opportunityThe head of investment is responsible for general account investment decision, portfolio management and performance monitoring. This includes developing and implementing investment strategies, sourcing and analyzing sustainable alpha opportunities, leading cross-functional teams for investment initiatives, ensuring compliance of portfolio risk...

3 days ago Be among the first 25 applicantsDirect message the job poster from China Bank PHHR Assistant @ China Bank PH | Strategic Talent SourcingThe Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product...