Current jobs related to Wealth Management Consultant - Davao City, Davao - MANULIFE PHILIPPINES - Digos


  • Davao City, Davao, Philippines Your North Sirius Forces Unit Full time

    About UsYour North Sirius Forces Unit is a dynamic organization that values innovation and customer satisfaction.Job DescriptionThe successful candidate will have experience in selling insurance policies and managing client relationships.Key RequirementsStrong communication and interpersonal skillsAbility to analyze financial data and make informed...

  • Financial Consultant

    2 weeks ago


    Davao City, Davao, Philippines GRANDUKE FINANCING Full time

    ShareJob DescriptionDescriptionA financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.RequirementsEducational Qualifications:A bachelor's degree in finance, accounting, economics, business, or a related...


  • Davao City, Davao, Philippines Maybank Full time

    Your RoleThe Investment Consultant (IC) position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client's desired risk/investment performance requirements and increase...

  • Financial Consultant

    2 weeks ago


    Davao City, Davao, Philippines Your North Sirius Forces Unit Full time

    Financial ConsultantYour North Sirius Forces Unit₱10-20K [Monthly] On-site - Davao del Sur No Exp Required High/Senior High School Part-timeJob DescriptionInterpersonal Skills, Communication Skills, Wealth Management, Security Analysis, Stock TradingDescriptionAn insurance agent is a professional responsible for selling insurance policies to individuals...

  • Sales Consultant

    2 weeks ago


    Davao City, Davao, Philippines LTY REALTY ESTATE MANAGEMENT Full time

    ShareJob DescriptionWe are looking for a motivated and dynamic Sales Consultant to join our team. The ideal candidate will be responsible for identifying client needs, providing expert product recommendations, and driving sales through personalized consultations. As a Sales Consultant, you will work closely with customers to understand their requirements and...

  • Sales Consultant

    2 weeks ago


    Davao City, Davao, Philippines THIRTY THREE SUPPLY CHAIN MANAGEMENT CONSULTANCY Full time

    THIRTY THREE SUPPLY CHAIN MANAGEMENT CONSULTANCYJob DescriptionWe are seeking a highly motivated and results-driven Sales Consultant to join our team. The ideal candidate will have a passion for sales, excellent interpersonal skills, and a deep understanding of customer needs. As a Sales Consultant, you will be responsible for building relationships with...


  • Davao City, Davao, Philippines Security Bank Corporation Full time

    As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets in Davao City. Assists wealth managers in engaging clients with investment products to maximize revenues and support overall sales and profitability targets. Provides market insights and shares strategies with clients and Wealth Managers on product...

  • Financial Advisor

    1 week ago


    Davao City, Davao, Philippines MANULIFE DAVAO Full time

    ShareJob DescriptionDescriptionClient Consultation:Meet with clients to assess their financial goals, risk tolerance, and current financial status.Educate clients on financial products, investment strategies, and savings plans.Develop customized financial plans based on client needs.Recommend and manage investment portfolios, retirement accounts, and...

  • Sales Consultant

    2 weeks ago


    Davao City, Davao, Philippines AIGRES AGRICULTURAL RESEARCH CONSULTANCY SERVICES Full time

    AIGRES AGRICULTURAL RESEARCH CONSULTANCY SERVICESJob DescriptionWe are seeking a knowledgeable and results-driven Consultant to provide expert advice and tailored solutions to our clients. The Consultant will analyze business needs, identify challenges, and recommend strategies to help achieve goals and enhance performance. This role requires excellent...


  • Davao City, Davao, Philippines Carefast Management Consultancy Services Full time

    Carefast Management Consultancy Services is a leading management consultancy firm dedicated to delivering exceptional services to its clients. We seek a skilled and experienced Administrative Specialist/Assistant to join our team, contributing to the efficient operation of our office.Main Job FunctionsOperational Supervision: Directly oversee the daily...

  • Accounting Manager

    2 weeks ago


    Davao City, Davao, Philippines Radio Wealth Finance Company Inc. Full time

    ShareJob DescriptionDescriptionOversee and manage the daily accounting operations, ensuring accurate financial reporting and compliance with regulations.Lead and mentor the accounting team, providing guidance on best practices and professional development.Prepare and review financial statements, budgets, forecasts, and reports for management and...


  • Davao City, Davao, Philippines Maybank Full time

    About the OpportunityThis is a unique opportunity for a skilled professional to join Maybank as a Relationship Manager and play a key role in driving growth and revenue within the affluent customer segment. The successful candidate will be responsible for implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, ensuring alignment...


  • Davao City, Davao, Philippines efm staffing general services Davao Full time

    ShareJob DescriptionEmployee Recognition and RewardsCommissionDescriptionWe are seeking a motivated and dynamic Recruitment Consultant to join our team. As a Recruitment Consultant, you will be responsible for identifying, attracting, and placing top talent for various positions across different industries. You will work closely with clients to understand...


  • Davao City, Davao, Philippines BEAWESOME, INC. Full time

    As a NetSuite Technical Consultant, you will be managing all technical- related tasks. It will be your overall responsibility to work on all solution's technical areas, including application security, environment management, integrations, and code management. You will be working closely with the Business Consultant and Solutions Architect.What we are looking...


  • Davao City, Davao, Philippines IPC Group Singapore Full time

    Job Opportunity: Sponsorship & Partnership Consultant Are you passionate about cultivating meaningful business partnerships and securing sponsorships for innovative projects? We're seeking a talented Sponsorship & Partnership Consultant to join our team and drive growth through strategic collaborations.Key Responsibilities:- Develop and execute sponsorship...


  • Davao City, Davao, Philippines DVO5 REAL STATE MINTAL Full time

    Job DescriptionEmployee Recognition and RewardsIncentivesDescriptionWe are seeking a motivated and dynamic Recruitment Consultant to join our team. In this role, you will manage the end-to-end recruitment process, including sourcing, interviewing, and placing candidates, while building strong relationships with clients and candidates. You will also...


  • Davao City, Davao, Philippines BEAWESOME, INC. Full time

    As a NetSuite Technical Consultant, you will provide functional expertise in Netsuite and will work closely with the Client to configure the application, recommend features to be enabled, lead workshops, assist in business process definition, and run training sessions.What we are looking for:To be successful in this role you must…Must be a Certified...


  • Davao City, Davao, Philippines Eastern Summit Life Insurance Inc. Full time

    Career advancement opportunities abound at Eastern Summit Life Insurance Inc., where talented individuals can grow professionally and make a meaningful difference in people's lives.This exciting role allows you to design your career path while making a positive impact on others.Employment TypeThis position is open to candidates who are eager to take on new...


  • Davao City, Davao, Philippines weSource Management Consultancy Firm Full time

    We are seeking a highly skilled Strategic Excellence Manager to join our team at weSource Management Consultancy Firm.About the JobThe successful candidate will have strong leadership skills, excellent communication abilities, and experience in process development and improvement. Key Responsibilities include:Collaborating with teams to achieve optimal...


  • Davao City, Davao, Philippines 3 J BUSINESS PERMIT PROCESSING Full time

    ShareJob DescriptionDescriptionA Business Services Consultant provides expert advice and strategic guidance to businesses in order to optimize their operations, improve performance, and achieve their goals. The role typically involves understanding client needs, analyzing business processes, and recommending solutions to enhance efficiency and...

Wealth Management Consultant

2 weeks ago


Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full time
Key Responsibilities
  • Analyze clients' financial data to identify areas for improvement and develop recommendations for achieving their financial goals
  • Provide guidance on investment strategies, wealth management, and retirement planning
  • Develop and implement comprehensive financial plans that align with clients' objectives and risk tolerance
  • Communicate complex financial information to clients in a clear and concise manner