Wealth Management Consultant
2 days ago
DMP INSURANCE (FWD PHILIPPINES) is currently seeking a talented Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will play a critical role in helping individuals and families achieve their financial goals through comprehensive wealth management strategies.
Key Responsibilities- Client Relationship Building: Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
- Prospecting and Lead Generation: Actively prospect and generate leads through networking, referrals, and other business development strategies to expand your client base.
- Staying Informed: Stay informed about industry trends, regulatory changes, and product developments to remain a trusted resource and advisor to clients.
- Education: At least 2 years undergraduate in college.
- Previous Experience: Previous experience in financial planning, wealth management, or sales is advantageous but not essential. We provide comprehensive training and support to help you succeed in this role.
- Communication Skills: Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Self-Motivation: Self-motivated and results-oriented, with a drive to succeed and exceed targets.
- Time Management: Excellent time management and organizational skills, with the ability to prioritize tasks effectively.
- Commission-Based Earnings: Must be willing to work on a commission basis, with earning potential through bonuses and incentives.
- Remote Work: Ability to work independently and remotely, with access to a reliable internet connection and computer.
We offer a dynamic and supportive work environment that fosters growth and development. If you are passionate about helping others achieve financial security and independence, we invite you to apply and embark on a fulfilling journey with us.
-
Manager Expert Wealth Management
4 weeks ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeKey skillsWealth ManagementFund Servicing ManagerProject Management CompetencyDigital Transformation DirectorDigital SolutionsFinancial ManagementExcellent CommunicationStakeholder ManagementBankingCapital MarketsFund ManagementJOB TITLE: Manager, Expert – Wealth ManagementCategory: Business Consulting, Strategy and Digital TransformationWORK SETUP: Onsite...
-
Wealth Management IT Specialist
7 days ago
Taguig, National Capital Region, Philippines Neksjob Full timeAbout Neksjob:Neksjob is a leading provider of innovative wealth management solutions. We are committed to delivering exceptional results through our expertise in wealth platforms and business analysis.Job Description:The successful candidate will play a key role in enhancing our wealth management platforms. The ideal candidate will have strong analytical...
-
Wealth Management Expert Advisor
7 days ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeAbout the RoleWe are looking for an experienced Wealth Management Expert to join our team as a Wealth and Financial Services Manager. In this role, you will collaborate with service delivery managers and Director to define, improve, and/or implement various quality development and Reporting improvements for the Wealth Management and financial services...
-
Taguig, National Capital Region, Philippines Neksjob Corporation Full timeWealth Platform Technical Business ConsultantExplore an Exciting Career OpportunityAre you an outcome-driven problem solver? Do you have a passion for driving transformation strategies for global clients? Do you thrive in inclusive, collaborative environments where your expertise can make a meaningful impact?If so, join a dynamic Strategy and Consulting team...
-
Taguig, National Capital Region, Philippines Neksjob Corporation Full timeWealth Platform Technical Business ConsultantExplore an Exciting Career OpportunityAre you an outcome-driven problem solver? Do you have a passion for driving transformation strategies for global clients? Do you thrive in inclusive, collaborative environments where your expertise can make a meaningful impact?If so, join a dynamic Strategy and Consulting team...
-
Taguig, National Capital Region, Philippines Neksjob Corporation Full timeWealth Platform Technical Business ConsultantExplore an Exciting Career OpportunityAre you an outcome-driven problem solver? Do you have a passion for driving transformation strategies for global clients? Do you thrive in inclusive, collaborative environments where your expertise can make a meaningful impact?If so, join a dynamic Strategy and Consulting team...
-
Wealth Management Solutions Developer
6 days ago
Taguig, National Capital Region, Philippines Neksjob Full timeNeksjob OverviewWe are Neksjob, a leading provider of innovative wealth management solutions. We are committed to delivering exceptional service and expertise to our clients.Job SummaryWe are seeking a skilled Wealth Management Solutions Developer to join our team. The successful candidate will have a strong background in financial technology and excellent...
-
Business Solution Architect
7 days ago
Taguig, National Capital Region, Philippines Neksjob Full timeNeksjob's Wealth Management Solution:Neksjob's wealth management solution provides a comprehensive platform for managing investments, tracking performance, and analyzing market trends. Our solution is designed to meet the evolving needs of investors and financial institutions.Job Description:We are seeking a skilled Wealth Platform Technical Business Analyst...
-
Taguig, National Capital Region, Philippines Neksjob Philippines Full timeThe Wealth Platform Technical Business Analyst is responsible for bridging the gap between business stakeholders and technology teams to ensure the successful design, development, and implementation of wealth management platforms and solutions. This role requires a combination of technical expertise, business analysis skills, and in-depth knowledge of wealth...
-
Wealth Platform Technical Business Analyst y7
4 weeks ago
Taguig, National Capital Region, Philippines Neksjob Philippines Full timeThe Wealth Platform Technical Business Analyst is responsible for bridging the gap between business stakeholders and technology teams to ensure the successful design, development, and implementation of wealth management platforms and solutions. This role requires a combination of technical expertise, business analysis skills, and in-depth knowledge of wealth...
-
Senior Manager Financial Services
1 week ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeJob OverviewManpower Core Group Inc. is seeking a skilled Wealth and Financial Services Manager to join our team. As a key member of our organization, you will be responsible for ensuring that each touchpoint across the customer journey is engaging, efficient, and transformational.In this role, you will develop, produce, and maintain relevant documentation...
-
Wealth Platform Technical Business Analyst
3 weeks ago
Taguig, National Capital Region, Philippines Neksjob Full timeWe are looking for a skilled Wealth Platform Technical Business Analyst to join our team. In this role, you will bridge the gap between business needs and technology solutions, focusing on enhancing our wealth management platforms. You will analyze requirements, develop specifications, and collaborate with stakeholders to ensure effective implementation of...
-
Manager Consulting Expert
1 week ago
Taguig, National Capital Region, Philippines Gratitude Philippines Full timeQualifications:• 2-3 years of relevant project management experience• Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and...
-
Taguig, National Capital Region, Philippines Global One LIA Inc. Part timeOverview of the RoleAs a Financial Advisor with Global One LIA Inc., you will play a crucial role in helping clients achieve their financial goals. Your responsibilities will include attending online trainings, delivering client presentations, and pitching financial solutions.Salary and Benefits:Potential income: PHP 20,000 to PHP 80,000 per monthUnlimited...
-
Taguig, National Capital Region, Philippines East West Banking Corporation Full timeAbout EastWest Banking CorporationEastWest is a leading universal bank in the Philippines, dedicated to delivering exceptional customer experiences.We prioritize investing in our people and processes to drive innovation and excellence.Job DescriptionAs an Executive Assistant, you will play a vital role in supporting our Financial Markets and Wealth...
-
Manager Expert
4 weeks ago
Taguig, National Capital Region, Philippines Visage Executive Search Full timePosition Description:Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below:• Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAP.•...
-
Talent Management Consultant
19 hours ago
Taguig, National Capital Region, Philippines Marsh & McLennan Companies Full timeWe are seeking a talented individual to join our Career team at Mercer Philippines.This role will be based in Manila and involves working closely with clients, operations, and regional teams to deliver HR consulting projects.The Talent Strategy Consulting Analyst will support Consultants in various HR consulting projects, including salary structure design,...
-
Retirement Consultant
1 day ago
Taguig, National Capital Region, Philippines Empower Full timeEmpower Taguig, National Capital Region, PhilippinesRetirement Consultant3 days ago Be among the first 25 applicantsAbout EmpowerEmpower is the second-largest retirement services company in the US. We are a financial services company on a mission to empower financial freedom for all. Working with individuals and organizations of all sizes to offer...
-
Manager Expert
1 week ago
Taguig, National Capital Region, Philippines Visage Executive Search Full timePosition Description:Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below:• Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAP.•...
-
Media Consultant
2 days ago
Taguig, National Capital Region, Philippines Thompson Property Management Corp. Full timeHybrid - Taguig 3-5 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionYour responsibilities as a Social Media Consultant will include:Advising on social media trendsDeveloping social media strategies with our marketing teamCreating effective and exciting contentMonitoring success and creating regular reportsGenerating long-term directions for our social...