Wealth Management Specialist

We are seeking a talented Wealth Management Specialist to join our team. In this role, you will be responsible for providing life insurance and wealth management solutions to our valued clients as a Financial Sales Associate.Key ResponsibilitiesWork collaboratively with branch sales and service teams to deliver innovative product solutions that address...

At Pru Life National Capital Region, Philippines, we are committed to providing exceptional financial services to our clients.We are seeking a highly motivated and results-driven individual to join our team as a Wealth Management Specialist.About the PositionThis is an ideal opportunity for those who are passionate about finance, sales, or helping people.You...

Why Choose UsMillennial Financial Advisors is a dynamic company that prides itself on innovation and excellence. We offer a unique opportunity for ambitious professionals to grow and develop their careers in a fast-paced environment.About the RoleWe are seeking an experienced Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The...

Job DescriptionThe Wealth Advisory Specialist will be responsible for managing high net-worth relationships and providing exceptional customer experience in Wealth Management at the China Banking Corporation (CBC). This role requires strong relationship management skills, a deep understanding of customers' financial needs, and the ability to devise...

CLIENTOur client is a leading fintech company in the Philippines.JOB DESCRIPTIONResponsible for leading and executing the strategic vision for the wealth management division.Develop and articulate the long-term strategic plan for the wealth management division.Identify and pursue opportunities to expand the company's wealth management offerings, including...

We're looking for a results-driven professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our aim is to be where the growth is, enabling businesses to thrive and economies to prosper.We are seeking a high-calibre professional to join our team as a Assistant Vice President Business Administration and Operational...

**Job Description**This is an exciting opportunity to join our team at AXA Philippines as a Relationship Manager.The ideal candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong...

We are currently seeking a talented professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

Hybrid - Manila 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance BonusInsurance Health & WellnessProfessional DevelopmentPaid Time Off, Paid HolidaysDescriptionAs a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future....

About the JobWe are currently looking for a talented individual to fill the role of Wealth Management Officer in our Priority Banking department in Binondo.As a Wealth Management Officer, you will be responsible for delivering exceptional service to our high-net-worth clients, ensuring their banking needs are met efficiently and effectively.Key...

Company OverviewThe Hongkong and Shanghai Banking Corporation Limited (HSBC) is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our mission is to be where the growth is, enabling businesses to thrive and economies to prosper.We aim to provide a wide range of financial services to...

Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any business-related course.Proficiency in the use of office systems.Computer...

Job DescriptionThis full-time hybrid role involves day-to-day tasks related to financial planning, including:Providing expert guidance to clients on financial mattersDeveloping tailored financial strategies to meet individual client needsAssisting clients in achieving their financial objectives through effective wealth managementThis role is based in Makati,...

Job Overview:MWC Group AG is a top-tier wealth management firm based in Switzerland with an administrative and client servicing hub in the Philippines. We are seeking a skilled Technical Paraplanner to join our growing team.About the Role:The successful candidate will work closely with experienced financial advisers based in Switzerland, supporting the...

About the JobWe are looking for a talented Financial Wealth Planner to join our team at FWD Philippines. As a key member of our organization, you will play a crucial role in providing financial guidance and support to our clients.Key ResponsibilitiesProvide comprehensive financial planning to clients, including life insurance and investment strategies.Act as...

Maybank Manila, National Capital Region, PhilippinesWealth Relationship Manager - Binondo1 week ago Be among the first 25 applicantsDirect message the job poster from MaybankYour RoleThe Relationship Manager for Wealth Management manages & grows the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income, and...

**About the Role**We are looking for a highly motivated and experienced Relationship Manager to join our team at AXA Philippines.The successful candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for developing existing...

Scope of Responsibilities:Support Wealth Sales RMs in increasing AUM and revenue by preparing asset allocation models, portfolio management for ultra-high net clients, increasing system utilization, standardization of spiels and processes, and collaboration to spot growth opportunities.Qualifications:Graduate of Finance or any business-related courseWith at...

As a Wealth Management Professional at Sun Life Grepa Financial, Inc., you will play a crucial role in helping clients achieve their long-term financial goals.Job Summary:Offer customized financial advice and guidance to clients.Develop and maintain client relationships through exceptional service and communication.Stay up-to-date with industry trends and...