Investment Advisor

Join Sun Life Grepa Financial, Inc. as a Investment Advisor and play a vital role in helping clients achieve their financial goals.Key Accountabilities:Develop and implement investment strategies that meet clients' unique needs and objectives.Provide ongoing monitoring and adjustments to ensure clients' investments remain aligned with their goals.Maintain...

We are seeking an Insurance and Investment Advisor to join our team at Quess (Philippines) Corp. As a key member of our sales team, you will be responsible for identifying new business opportunities and presenting our insurance and investment products to potential clients.Key Roles and ResponsibilitiesDevelop and implement strategies to establish and...

We are a leading provider of financial services, offering a wide range of insurance, investment, and retirement solutions to individuals, families, and businesses. Our mission is to help people make their decisions easier and live better.Job RequirementsWe are seeking a skilled Financial Advisor to join our team in Metro Manila or anywhere in the...

About Our TeamSatellite Office is a dynamic and growing financial advisory firm dedicated to delivering exceptional services to our clients. We are committed to creating a collaborative work environment that fosters growth, learning, and career development for our team members.Paraplanner RoleWe are seeking a highly skilled Paraplanner to join our team. The...

Manila, National Capital Region, PhilippinesCompany: Prulife UKGeneral Associate Unit ManagerI'm looking for someone who is interested to become a Financial Advisor with a 10-15K weekly income for part-time work.Role DescriptionThis is a part-time hybrid role for a Financial Advisor at Prulife UK. The role is located in Manila but allows for some work from...

Job OverviewThe Senior Investment Analyst plays a pivotal role in supporting the Department Head in identifying investment opportunities for AMA Computer College Inc. and establishing relationships with investors.This position serves as an alternate liaison with current and prospective investors, and external agencies, ensuring seamless communication and...

Company DescriptionSun Life is a global financial services company offering a wide range of insurance, retirement, and investment products and services. In the Philippines, Sun Life provides diverse insurance, wealth, and asset management solutions to help every Filipino lead a brighter life. They are the country's first and longest-standing life insurer,...

Job OverviewThis role is for a Next Gen Financial Advisor at AIA Philippines. The primary responsibility is to provide financial planning, retirement planning, investment advice, and financial advisory services to clients on a remote basis.

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

The Asian Development Bank (ADB) is a multinational development finance institution that aims to promote economic growth and reduce poverty in Asia and the Pacific. We are currently seeking an Investment Opportunities Manager to join our team.In this role, you will be responsible for identifying, analyzing, and prioritizing investment opportunities that...

The Investment Strategist plays a crucial role in supporting the growth of Bank of the Philippine Islands (BPI) by providing timely and well-researched investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients.Responsibilities:Develop periodic market updates, cross-asset views, and security analysis across multiple asset...

Key ResponsibilitiesThe Financial Advisor will be responsible for:Financial planning for clientsRetailing planning for clientsProviding investment adviceOffering financial advisory services to clients

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

About UsSun Life Financial is a dynamic organization that encourages innovation and growth. As a General Account Portfolio Manager, you will be an integral part of our team, responsible for managing general account portfolios.Key ResponsibilitiesDeploy assets in accordance with portfolio parametersMaintain optimal asset allocation mixCoordinate with internal...

At Sun Life Philippines, we are committed to empowering individuals to achieve their financial goals. As a Financial Advisor, you will play a key role in this mission by providing expert guidance and support to our clients.With a deep understanding of financial markets and trends, you will help clients navigate complex financial decisions and develop...

Job SummaryAs a Financial Advisor with Skyeline Summit LIA, you will have the opportunity to help your family and friends set up a complete savings and investments program.You will also have the freedom to manage your time wisely, expand your network, and make new friends.Our team provides ongoing training and support to ensure your success.We offer a...

Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from AIA PhilippinesI help Gen Zs to have a career in financial industry without working experienceCompany Description:At AIA Philippines, we are part of the largest independent publicly listed pan-Asian life insurance group. Our...

We are looking for a seasoned professional to fill the role of Forex Solutions Advisor at the Bank of the Philippine Islands.Key ResponsibilitiesDrive revenue growth by implementing FX and multi-currency investment strategies across branches.Work closely with branch teams to deliver treasury solutions, meet income and volume targets, and enhance customer...

Job OverviewWe are seeking a highly motivated and experienced Financial Advisor to join our team at Pru Life UK - Team Daven.Key ResponsibilitiesProvide financial planning and advisory services to clientsDevelop and implement personalized investment strategiesBuild and maintain strong relationships with clientsBenefitsCompetitive commission...