Investment Advisor
2 weeks ago
We require an experienced Investment Advisor to assist our clients in achieving their financial objectives.
About the PositionThe successful candidate will be responsible for analyzing clients' financial situations and providing expert advice on investment strategies. This role requires a deep understanding of financial markets and a passion for helping others achieve their financial goals.
Main Tasks- Investment Strategy:
- Analyze clients' risk tolerance and financial objectives to develop tailored investment plans.
- Recommend suitable investment options, including stocks, bonds, and mutual funds.
- Monitor and adjust investment portfolios to optimize returns and minimize risk.
- Client Communication:
- Regularly update clients on market trends and changes in their investment portfolios.
- Address client concerns and provide guidance on investment-related matters.
-
Investment and Insurance Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Trillion Jade - Pru Life UK Full timeJoin Our TeamWe are a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their goals. Our mission is to deliver exceptional service and unparalleled expertise to our clients.Job Title: Investment and Insurance AdvisorWe are seeking a skilled and ambitious professional to join our team as an...
-
Insurance and Investment Advisor
15 hours ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timePru Life UK - Team Rhod is seeking an experienced Insurance and Investment Advisor to join their team.About the CompanyWe are a leading provider of life insurance and investment products, dedicated to helping individuals achieve their financial goals.Key Responsibilities:Assess clients' financial needs and develop tailored insurance and investment...
-
Investment Advisor Specialist
2 days ago
Quezon City, National Capital Region, Philippines Prulife UK - Northern Summit Life Insurance Agency Full timeWe are looking for an experienced Investment Advisor Specialist to join our team. In this role, you will be responsible for providing expert investment advice and guidance to clients.Key Responsibilities:Investment Analysis: Conduct thorough analysis of investment options to determine the best course of action for clients.Investment Recommendations: Provide...
-
Insurance and Investment Advisor
2 weeks ago
Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full timeJob Title: Financial Advisor">Company: Pru Life UK - LSLIA">Job Summary:">We are seeking a Financial Advisor who will be responsible for providing financial advice and educating people about insurance, savings, and investment.">Main Responsibilities:">Assess the financial situation of clients and develop financial solutions.Present financial solutions to...
-
Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Prulife UK Full timePrulife UK Makati, National Capital Region, Philippines2 days ago Be among the first 25 applicantsSenior Associate Unit Manager - Ace Summit Life Insurance AgencyCompany DescriptionEstablished in 1996, Pru Life UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first life insurance companies...
-
Investment Advisor
7 days ago
Makati City, National Capital Region, Philippines Rampver Realty Full timeWe are seeking a skilled Real Estate Broker to join our team at Rampver Realty. As a key member of our team, you will be responsible for providing expert guidance on real estate investments, leveraging our expertise in market analysis and property valuation.Key tasks include client consultations, property matching, property viewings, market research, and...
-
Wealth Management Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Affinity Capital Corp. Full timeCompany DescriptionAffinity Capital partners with clients to accelerate their financial dreams through personalized and strategic investment planning. By understanding the unique pain points, hopes, and dreams of each investor, Affinity Capital crafts clear and actionable plans that help achieve financial goals at any life stage. Our hands-on approach...
-
Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Trillion Jade - Pru Life UK Full timeJob Title: Financial AdvisorLocation: MakatiCompany: Pru Life UKEmployment Type: Full-Time / Part-Time / Commission-BasedWe are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role in helping clients achieve financial security and success through proper financial planning, investment...
-
Financial Advisor
4 weeks 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...
-
Part-time Insurance and Investment Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part timeJob Overview:We are Wolf Summit Life Insurance Agency - Pru Life UK, a leading provider of life insurance, health protection, and investment-linked plans. Our mission is to empower individuals to achieve financial stability and security through our comprehensive range of products and services.About the Position:This part-time position offers a unique...
-
Insurance Advisor Professional
2 weeks ago
Makati City, National Capital Region, Philippines Allianz PNB Life Full timeAbout the RoleAs a Financial Advisor at Allianz PNB Life, you will play a vital role in shaping our customers' financial futures by offering expert guidance on financial planning, retirement planning, and investments.In this full-time position, you will work closely with clients to understand their unique financial goals and provide tailored solutions to...
-
Insurance and Investment Advisor
15 hours ago
Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full timeKey ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans, and provide expert advice on risk management and...
-
Investment Planning Expert
2 weeks ago
Makati City, National Capital Region, Philippines Allianz PNB Life Full timeAbout Allianz PNB LifeWe are a major life insurer in the Philippines, committed to providing Variable Life products and protection offerings for individuals and institutions.Headquartered in Makati City, we have 16 offices nationwide, making us the fastest-growing life insurance company in the Philippines.Allianz ranks #1 globally in the Interbrand Best...
-
Insurance and Investment Professional
1 week ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part timeSales FocusAs a Financial Advisor with Wolf Summit Life Insurance Agency, you will be responsible for promoting and selling our range of life insurance, health protection, and investment-linked plans to clients. Your primary objective will be to identify client financial goals and provide customized solutions to meet their needs.To succeed in this role, you...
-
Wealth Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Prulife UK Full timeAbout Prulife UKWe are looking for an experienced Financial Advisor to join our team on a part-time remote basis.Key ResponsibilitiesAs a key member of our team, you will be responsible for providing expert advice on financial planning, retirement planning, and investment strategies to clients.Key responsibilities include assessing clients' financial needs,...
-
Insurance Financial Advisor
1 week ago
Makati City, National Capital Region, Philippines Lazurite Gold Life Insurance Agency Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Lazurite Gold Life Insurance AgencyAssistant Unit Manager - Lazurite Gold Life Insurance AgencyCompany DescriptionMembers are at work-from-home setup, working efficiently through the use of internet connection and working device (Laptop/Tablet/Mobile Phone).Role...
-
Insurance Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full timeWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Orion Summit Life Insurance Agency Inc.This part-time role offers an exciting opportunity to work with clients and help them achieve their financial goals.Key Responsibilities:Meet with clients to understand their financial goals, needs, and risk tolerance.Develop...
-
Investment and Retirement Planner
2 weeks ago
Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full timeAre you a driven and ambitious individual looking to build a career in finance?Orion Summit Life Insurance Agency Inc. is seeking a part-time Financial Advisor to join our team.About the Role:Provide expert financial guidance to clients, helping them manage their finances and build wealth.Assess clients' financial situations and develop customized financial...
-
Financial Advisor
2 weeks ago
Quezon City, National Capital Region, Philippines Prulife UK - Northern Summit Life Insurance Agency Full timeWe're looking for a Financial Advisor to join our team. In this role, you'll help clients plan their finances, make smart investments, and achieve their financial goals. You don't need to leave your current job to start this exciting new opportunity.Key Responsibilities:Meet with Clients: Talk to clients to understand their financial needs and goals.Create...
-
Financial Advisor
6 days ago
Mandaluyong City, National Capital Region, Philippines One Golden Stone Life Insurance Agency Full timeCompany DescriptionOne Golden Stone Life Insurance Agency is a Life Insurance General Agency offering FWD products and services. The agency advocates for educating Filipinos on financial management and planning. Comprised of over 250 Licensed Financial Consultants who are Millennials and Gen Zs, the agency focuses on helping individuals achieve financial...