Wealth Management and Investment Expert

We are looking for a highly motivated and organized Wealth Management Associate to join our team at Manulife Philippines. The ideal candidate will have a degree in any field and excellent interpersonal skills.Key Responsibilities:Support investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyProvide expert...

About the roleJob OverviewWe are looking for a seasoned Remote Wealth Manager to join our dynamic team. As a key member of our virtual team, you will be responsible for providing expert financial planning and investment advice to our clients.Responsibilities:Conduct thorough financial needs assessments with clients to identify their financial objectives and...

**Job Description**We are seeking an experienced Paraplanning Expert to join our team. The successful candidate will have a proven track record of working with financial advisers and possessing extensive knowledge of Australian Financial Services licensees and their advisers.Key Responsibilities:Fact find data entry and collation of client data.Research and...

As a key member of our team, you will have the opportunity to make a significant impact on the success of our business.Our organisation is committed to building a culture where all employees are valued, respected and opinions count.We are currently seeking a high caliber professional to join our team as a Assistant Vice President Business Administration and...

Join our team as a Financial Wealth Planner at PDC insurance Agency Inc. and contribute to helping clients achieve their financial goals.Job DescriptionAs a Financial Wealth Planner, you will play a key role in providing expert financial advice, developing personalized wealth management strategies, and building lasting relationships with...

Key ResponsibilitiesProvide expert financial advice to clients on investment strategies and risk management.Develop and implement personalized wealth management plans tailored to each client's needs and goals.Build and maintain strong relationships with clients through regular communication and follow-up.You will also have the opportunity to work with a...

Key ResponsibilitiesAs a Wealth Management Specialist, your key responsibilities will include:Soliciting new accounts and developing existing ones to drive sales volume and revenue growth.Conducting regular client calls and visits to identify clients' investment needs and service requirements.Developing and maintaining a good network of prospective clients...

About the OpportunityWe are seeking a talented Treasury Associate to join our dynamic team at the Wealth Development Bank Corp. This role offers a unique opportunity to gain valuable experience in financial management and contribute to the growth and success of our organization.Key ResponsibilitiesAccounting and Bookkeeping: Perform standard bookkeeping and...

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...

Serve as a Financial Wealth Planner at PDC insurance Agency Inc., playing a critical role in helping clients achieve their financial objectives and secure their future.About the RoleThe ideal candidate will provide expert financial guidance, develop personalized wealth management strategies, and build lasting relationships with clients.Essential...

About the RoleThe Investment Relationship Officer role is an exciting opportunity to join our Wealth Management team at RCBC. You will be responsible for managing client relationships, identifying business opportunities, and providing exceptional customer service.You will work closely with clients to understand their financial goals, risk tolerance, and...

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 Our Ideal CandidateWe are seeking a highly experienced Data-Driven Wealth Management Expert who can develop and enable analytics capabilities by ensuring integrated data pipelines support advanced reporting and insights. The ideal candidate will have a strong background in data integration, analytics, and cloud technologies and be able to partner with...

We are looking for a highly motivated and experienced Wealth Management Consultant to join our LSEG team. In this role, you will be responsible for working closely with our clients to understand their financial goals and objectives, and providing expert advice on our products and services.The successful candidate will have a strong understanding of financial...

About the opportunityJob DetailsWe are looking for a skilled Virtual Investment Consultant to join our team. As a key member of our virtual team, you will provide expert financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Responsibilities:Conduct thorough financial needs assessments with clients to...

Key ResponsibilitiesAs a Wealth Banking Business Developer, you will be responsible for growing the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income, and customer numbers.Client engagement and relationship building to deepen wallet share while managing attrition rate of funds.Growth of the number of...

Company Overview:Pru Life UK is a leading life insurance company in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos.The company has a large agency force of over 39,000 licensed financial advisers and is known for pioneering investment-linked insurance in the Philippines.Pru Life UK is headquartered in...

About UsWe believe in empowering individuals to achieve their financial goals through expert advice and personalized solutions.As a Financial Wealth Planner, you will play a critical role in helping clients secure their future and achieve financial stability.

Advising clients: Providing financial advice, including life insurance and investment strategiesConducting intermediary services: Acting as a liaison between the client and the insurance companySelling life policies: Selling life insurance policies that pay out when the insured person diesMaintaining and expanding client base: Providing good customer service...

Advising clients: Providing financial advice, including life insurance and investment strategiesConducting intermediary services: Acting as a liaison between the client and the insurance companySelling life policies: Selling life insurance policies that pay out when the insured person diesMaintaining and expanding client base: Providing good customer service...