Wealth Management Advisor

The Wealth Development Bank Corp. is a dynamic and fast-paced financial institution that requires talented individuals to join our team. As a Branch Manager, you will play a key role in driving business growth and delivering exceptional customer service.Your main responsibilities will include managing branch operations, developing and implementing sales...

The Wealth Development Bank Corp. is hiring an Accounting Assistant to support our accounting team. As an Accounting Associate, you will be responsible for performing various financial tasks, including preparing invoices, managing client accounts, and creating reports.The ideal candidate will have excellent communication skills, be highly organized, and able...

As a Wealth Management Specialist at RCBC, you will be responsible for developing and implementing wealth management strategies to meet the financial goals of our clients. This includes identifying new business opportunities and building strong relationships with existing clients.

Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

Job DescriptionWe are seeking a seasoned professional to join our team as an AVP/Manager Wealth Sales Relationship Manager in the Cebu Branch.This is a client-facing role where professionalism, client focus and a broad understanding of financial planning are critical to success.Achieve agreed financial targets by developing existing and new...

We are currently seeking an experienced professional to join our team in the role of Wealth Sales Relationship Manager Investment and Insurance Brokerage.Work Setup: HybridThe role is a client-facing position managing our highest value clients where professionalism, client focus, and a broad understanding of the fundamentals of financial planning are...

About the RoleWe aim to be where growth is, enabling businesses to thrive and economies to prosper.The successful candidate will have a Bachelor's degree or equivalent experience, minimum three years proven and progressive financial services and/or retail sales experience or equivalent.Evidence of strong sales results in insurance and investment...

Wealth Development Bank Corp. is seeking a skilled AML Compliance Associate to provide administrative support to our Compliance Department.The ideal candidate will possess a Bachelor's degree in Business, Finance, or a related field, with at least 1 year of experience in auditing, compliance, or risk management functions in the financial sector.Beyond the...

The Wealth Development Bank Corp. is committed to excellence in providing top-notch banking services. We are currently seeking a highly skilled and experienced Branch Manager to lead our team to success.As a Branch Manager, you will be responsible for driving sales growth and managing branch operations efficiently. Your exceptional leadership skills and...

Job Description:We are seeking a highly skilled Wealth Sales Relationship Manager to join our team at Private Advertiser. The role involves managing high-value clients, providing financial planning expertise, and delivering exceptional client service.The successful candidate will have a strong understanding of financial services products, excellent...

Technical Support Advisor - Cebu - Onsite - Up to 32KJob Openings: Technical Support Advisor - Cebu - Onsite - Up to 32KAbout the JobMinimum Qualifications:Bachelors/College degree in any field preferred. High School graduates (either in 4-yr curriculum or K-12 curriculum) may be accepted depending on candidates' years of work experience and results of...

Key ResponsibilitiesThe role entails acquiring, cross-selling and retaining a portfolio of Wealth clients.Responsibilities include:Maintaining operational integrity required by the Group.Closely managing individual performance.Contributing to and maintaining an environment where the wider Branch team is able to maximize performance.

Key ResponsibilitiesThis Financial Advisor role involves assessing clients' financial situations, developing tailored financial plans, and offering expert advice on investments and retirement planning. The successful candidate will also be responsible for maintaining relationships with clients, identifying new business opportunities, and contributing to the...

RequirementsTo be successful in this role, you should meet the following requirements:Strong sales orientation, networking and portfolio management skills.Excellent communication, client focus and influencing skills.An excellent understanding of financial planning, wealth management and understanding client need.Abreast with current financial, business and...

WeSource Management Consultancy Firm is looking for a Customer Experience Advisor to provide exceptional customer service and support to our clients. As a key member of our team, you will be responsible for ensuring a positive client experience through effective communication and issue resolution.About the JobResponsibilities:Analyze client feedback and...

At the Wealth Development Bank Corp., we strive to deliver exceptional customer service and drive business growth through innovative strategies. As a Branch Manager, you will have the opportunity to make a significant impact on our organization.Your primary responsibilities will include managing branch operations, leading a team of sales professionals, and...

Join us at the Wealth Development Bank Corp. and become part of a high-performing team that strives for excellence in everything we do. As a Branch Manager, you will have the opportunity to make a real difference in our organization and take your career to the next level.Your key responsibilities will include managing branch operations, leading a team of...

The Wealth Development Bank Corp. seeks a skilled Accounting Associate to support our auditors and accountants with financial tasks such as preparing invoices, managing client accounts, and creating reports.This role involves the accurate recording of transactions and supporting documents. The ideal candidate will be detail-oriented, organized, and able to...

FWD Life Insurance Philippines Bacolod, Western Visayas, PhilippinesJob Description:We are seeking a dynamic, fun-loving, and motivated Client Relations Associate/Sales Executive/Client Solution Advisor/ Financial Wealth Planner to join our team. As a Financial Wealth Planner at FWD, you will work closely with clients to understand their financial objectives...