Wealth Management Specialist

We are seeking a highly motivated Wealth Management Specialist to join our team at MANULIFE PHIL Davao.About the RoleThis is an excellent opportunity for a talented individual to utilize their expertise in wealth management, financial planning, and investment strategies to deliver high-quality services to our clients.Key ResponsibilitiesConduct thorough...

Key ResponsibilitiesAnalyze clients' financial data to identify areas for improvement and develop recommendations for achieving their financial goalsProvide guidance on investment strategies, wealth management, and retirement planningDevelop and implement comprehensive financial plans that align with clients' objectives and risk toleranceCommunicate complex...

Our TeamAbout MANULIFE DAVAOAt MANULIFE DAVAO, we are passionate about providing exceptional financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their long-term financial goals.Role ResponsibilitiesThis role involves:Meeting with clients to assess their financial needs and develop...

SUN LIFE ADVISOR is looking for a seasoned Wealth Management Advisor to join our team.About the RoleThe successful candidate will be responsible for providing expert guidance and support to clients or internal stakeholders on a variety of topics.The ideal candidate will have strong analytical, communication, and problem-solving skills, as well as a deep...

About the PositionThe Sales Representative will play a critical role in driving revenue growth by developing and executing sales strategies that meet or exceed sales targets. Key responsibilities include building client relationships, sales strategy development, customer understanding, negotiation, and contract management.Key Skills and AbilitiesSales and...

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...

Job SummaryWe are seeking an experienced Investment Counselor to join our team in Davao City. As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets.About the RoleYou will assist wealth managers in engaging clients with investment products to maximize revenues and support overall sales and...

Manulife Philippines is committed to helping our clients achieve their financial goals. As a Financial Advisor/Sales Associate, you will play a crucial role in providing financial advice, selling financial products, and assisting clients with their investment decisions.About the JobThis is a full-time hybrid role located in Davao CitySome work from home is...

About the RoleThe Sales Representative will play a crucial part in driving business growth by establishing strong relationships with clients and exceeding sales targets. Key responsibilities include cold calling, lead generation, sales strategy execution, customer understanding, negotiation, and contract management.Key Skills and QualificationsSales and...

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...

Job DescriptionThe Sales Representative will be responsible for building relationships with clients, identifying business opportunities, and developing sales strategies to meet or exceed sales targets. The ideal candidate will have a strong background in sales, customer service, or a related field, with excellent communication and interpersonal skills.Key...

Job OverviewLTS Retail Specialist is seeking a skilled Sales Representative to join our team. As a Sales Representative, you will be responsible for identifying and approaching potential clients, presenting and promoting products/services, understanding customer needs, and negotiating contracts.Key ResponsibilitiesCold Calling and Lead Generation: Identify...

About the JobThis is an exceptional opportunity for a seasoned accounting professional to join our dynamic team as a Senior Financial Manager. You will be responsible for leading the accounting team, ensuring accurate financial reporting, and compliance with regulations.Responsibilities:Oversee and manage the daily accounting operations.Lead and mentor the...

Company OverviewAbout Property Bookeepers ManagementWe are a leading property management company dedicated to providing exceptional services to our clients. Our team of experts is committed to delivering high-quality results, and we are seeking a highly skilled Tax Compliance Specialist to join our team.

As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.You will be responsible for delivering personalized investment solutions, providing strategic advice on products and services, and staying up-to-date with financial trends.Meet with clients to understand their financial needs and...

Job SummarySun Life Philippines Bahada seeks a seasoned Financial Consultant to join our team. This role requires a high level of expertise in providing financial guidance and advice to clients.Key Responsibilities:Offer expert financial advice and guidance to clients on various topics, including investments, retirement planning, and insurance...

Management Consultancy Services is seeking a skilled Nursing Care Specialist to join our team.About the RoleThe successful candidate will be responsible for providing high-quality patient care in various healthcare settings, working closely with doctors and medical staff to ensure comprehensive care.Main ResponsibilitiesAssess patients' conditions by taking...

Carefast Management Consultancy Services is committed to delivering exceptional services to our clients.Job DescriptionWe are seeking an Administrative Specialist/Assistant to manage our day-to-day office operations.ResponsibilitiesCoordinate office schedules, correspondence, and supplies.Develop and maintain filing systems, both physical and digital.Support...

We are seeking a highly organized and detail-oriented Administrative Specialist/Assistant to join our team at Carefast Management Consultancy Services.Key Job ResponsibilitiesOversee daily office operations, including managing schedules, correspondence, and supplies.Maintain accurate and up-to-date records, both physical and digital.Assist various...

National Bookkeeping and Management System Inc. is seeking a dedicated Consumer Engagement Specialist to deliver outstanding customer service. As a Consumer Engagement Specialist, you will be the primary point of contact for consumers, handling their queries, resolving issues, and ensuring a seamless customer experience.Main Responsibilities:Customer...