Financial Services Team Lead

Company OverviewAt Team Giz - Financial Consultants, we are dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each client.

JHL Financial Solutions is a leading provider of insurance and financial services, seeking a skilled Financial Services Specialist to join our team.Key ResponsibilitiesAnalyze client financial data to identify areas for improvement and develop personalized financial plans.Recommend and implement investment strategies to meet client goals and risk...

Job DescriptionKey Responsibilities:Conduct in-depth virtual consultations with clients to understand their financial objectives and develop personalized strategies.Recommend suitable financial products and services to help clients achieve their goals.Educate clients on various financial planning strategies, including risk management, wealth accumulation,...

We are seeking a highly skilled and motivated individual to join our team as a Virtual Financial Consultant.Your primary responsibility will be to provide expert financial advice and guidance to clients via digital platforms.

We are seeking a skilled Financial Planner to join our team at Pru Life UK - Team Rhod.About the JobThis role involves assessing clients' financial needs, goals, and risk tolerance, and developing customized financial plans.The ideal candidate should have strong analytical skills and be able to recommend suitable financial products.Maintaining long-term...

Job DescriptionPru Life UK - Team Rhod is seeking a skilled Financial Services Consultant to join our team.This is a hybrid role that offers flexibility and the opportunity to work from home.We are looking for someone with at least a 4-year course background, who is proficient in using the internet and has excellent communication skills.

Job Description:We are seeking an experienced Lead Accountant - Financial Services to join our team. As a key leader, this individual will be responsible for overseeing financial operations, ensuring compliance, and developing best practices for financial management.Key Responsibilities:Lead and manage the accounting team, ensuring efficient financial...

Job Description:Key Responsibilities:Supervise and support the IT Service Desk team in delivering timely, effective solutions.Monitor ticket queues, assign tasks, and ensure SLAs are met.Provide guidance and training to team members to enhance performance and customer service.Analyze metrics to identify trends and recommend improvements in processes and...

Job Description:Key Responsibilities:Supervise and support the IT Service Desk team in delivering timely, effective solutions.Monitor ticket queues, assign tasks, and ensure SLAs are met.Provide guidance and training to team members to enhance performance and customer service.Analyze metrics to identify trends and recommend improvements in processes and...

Institutional Shareholder Services Inc. is a leading provider of research and technology solutions for the financial market. We offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks.As a Business Operations Associate, you'll play a vital role in supporting our Sales Teams, ensuring...

Job DescriptionA Licensed Financial Consultant plays a vital role in helping individuals, families, and businesses achieve their long-term financial goals. They assess clients' financial situations, develop personalized financial plans, and recommend suitable financial products and services.Key Responsibilities:Conduct thorough financial analysis to...

Job OverviewSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.The ideal candidate will have excellent communication skills, a...

Hybrid - Makati Fresh Graduate/Student Bachelor Part-timeJob DescriptionDescriptionClient Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct financial needs analysis to understand clients' goals and risk tolerance.Provide ongoing support and updates to clients as their financial situations evolve.Financial...

About UsManulife Philippines is a renowned financial services company dedicated to helping individuals and businesses achieve financial security through our insurance and wealth management solutions.We are seeking an experienced Unit Head who can lead and grow a high-performing team of financial advisors. Key responsibilities include:Recruiting, training,...

Hybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...

We are seeking a highly skilled SAP Financial Operations Lead to join our team at Nityo Infotech Services Philippines.About the RoleThis is an exciting opportunity to lead Finance and Controlling development works, delivering architecture and solution design for FICO implementation projects. As an expert in SAP FI (AR & AP) and Philippine taxation, you will...

About the RoleWe are looking for a skilled and experienced Financial Planning Specialist to join our team at PruLife UK - Team Jed. The successful candidate will be responsible for providing expert financial planning and advisory services to our clients.Your key responsibilities will include developing comprehensive financial plans, analyzing clients'...

Course is a leading financial services company seeking an experienced Chief Information Officer to lead our technology operations.About the RoleAs Chief Information Officer, you will be responsible for developing and implementing comprehensive IT strategies that align with business objectives. You will collaborate with cross-functional teams to ensure...

Job SummaryWe are seeking a highly motivated Financial Advisor Manager to join our team at Manulife Philippines.This role plays a key part in both providing financial solutions and leading a team of licensed financial advisors.Main Responsibilities:Develop and implement sales strategies to drive business growth and achieve targetsLead, mentor, and develop a...

At PruLife UK- Team Christine, we are seeking a highly skilled Financial Wealth Planner to join our team. As a key member of our wealth management team, you will play a vital role in helping individuals and corporations achieve their financial goals.About the RoleThe successful candidate will be responsible for guiding clients in making sound financial...