Strategic Financial Advisor

2 days ago


Makati City, National Capital Region, Philippines FWD Life Insurance Phils - Team Eliza Full time

A strategic financial advisor at FWD Life Insurance Phils - Team Eliza helps high-net-worth individuals and families achieve their long-term financial goals. This role requires a holistic approach to managing finances, investments, and wealth.

Key Responsibilities:
  • Assess clients' financial situations and create customized plans to meet their objectives.
  • Develop and implement investment strategies that align with clients' risk tolerance and financial goals.
  • Provide expert guidance on estate planning, legacy management, and tax optimization.
  • Risk management and insurance services are also offered to protect clients' assets.

Specialization areas include high-net-worth individual services, retirement planning, and family wealth management.

The ideal candidate will possess exceptional communication skills, the ability to build trust with clients, and a deep understanding of financial markets and regulations. A bachelor's degree in finance or a related field is required, and professional certifications such as CFP or CAIA are highly valued.

FWD Life Insurance Phils - Team Eliza offers a dynamic work environment, competitive compensation packages, and opportunities for career growth and development. If you are a motivated and results-driven professional looking to make a meaningful impact in the lives of our clients, we encourage you to apply for this exciting opportunity.



  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    Join ABSI as a Strategic Financial Insights Lead and drive business growth through expert financial analysis.About the RoleWe are seeking an experienced Financial Planning and Analysis Expert to lead our team in providing timely, accurate, and relevant financial information to management and stakeholders. As a Strategic Financial Insights Lead, you will be...


  • Mandaluyong City, National Capital Region, Philippines Neksjob Full time

    About the RoleWe are seeking a highly skilled Strategic Corporate Legal Advisor to join our team at Neksjob. This is an excellent opportunity for an experienced legal professional to leverage their expertise and contribute to the success of our organization.About UsNeksjob is a leading [industry/sector] company dedicated to providing innovative solutions to...


  • Mandaluyong City, National Capital Region, Philippines Neksjob Full time

    Neksjob is seeking a highly skilled Strategic Legal Advisor to join our team. As a key member of our legal department, you will play a crucial role in ensuring the company's compliance with laws and regulations while driving business growth.The ideal candidate will have a deep understanding of legal principles and be able to apply them to complex business...


  • Mandaluyong City, National Capital Region, Philippines TASQ Staffing Solutions Full time

    Job OverviewTASQ Staffing Solutions seeks an experienced Strategic Legal Counsel and Business Advisor to join our team.About the RoleWe are looking for a highly skilled legal professional with 6-8 years of relevant experience in technology transactions, data and security privacy issues, intellectual property law, open source licensing, and general product...


  • Quezon City, National Capital Region, Philippines Active Change Society Full time

    About Active Change Society">We are a dynamic organization dedicated to empowering individuals and families to achieve financial security and peace of mind. Our mission is to provide personalized financial solutions that meet the unique needs of our clients.">Job Description">We are seeking an experienced and skilled Senior Financial Advisor to join our...


  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    About the RoleThe ABSI organization is seeking a highly skilled Strategic Financial Planning and Insights Leader to join its team. This key role will be responsible for providing timely, accurate, and relevant financial information to management and stakeholders.Key ResponsibilitiesFinancial Reporting and AnalysisProvide timely, relevant, and accurate...


  • Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...


  • Makati City, National Capital Region, Philippines RCX Recruitment Inc. Full time

    Job Title: Strategic Financial DirectorWe are seeking a highly skilled and experienced Strategic Financial Director to join our team at RCX Recruitment Inc. This is a key role that requires strong leadership and analytical skills, as well as excellent communication and interpersonal skills.Company Overview:RCX Recruitment Inc. is a leading recruitment agency...


  • Makati City, National Capital Region, Philippines JBW Managed Consulting and Services Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Operations Specialist to join our team at JBW Managed Consulting and Services.

  • Accounting Supervisor

    21 hours ago


    Makati City, National Capital Region, Philippines RCX Philippines Full time

    Job OverviewThe Accounting Supervisor role at RCX Philippines plays a vital part in ensuring the company's financial stability and growth. As a key member of our finance team, you will be responsible for overseeing the preparation of financial reports, managing the accounting cycle, and providing accurate financial insights to support decision-making.About...


  • Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time

    About UsWe are a leading insurance and financial services company that offers exciting opportunities for career growth and development.Job OverviewThis role is responsible for managing a team of financial advisors and working closely with the Unit Manager to drive initiatives and targets.Key ResponsibilitiesManage a team of financial advisors to achieve...

  • Financial Director

    1 day ago


    Makati City, National Capital Region, Philippines RCX Recruitment Inc. Full time

    The Finance Manager will play a pivotal role in overseeing and managing the financial activities of RCX Recruitment Inc. A strategic thinker with strong analytical skills and a deep understanding of financial principles is required to ensure accurate financial reporting, budgeting, and compliance with relevant regulations.Responsibilities:Bookkeeping:...


  • Makati City, National Capital Region, Philippines Imperium Blaze Life Insurance Agency Full time

    About UsImperium Blaze Life Insurance Agency is a reputable organization that provides comprehensive financial services to its clients.Job DescriptionWe are seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their medium to long-term financial goals.Your key...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the OpportunitySun Life Grepa Financial, Inc. is a leading provider of financial protection products in the Philippines.Key Responsibilities Include:Deliver exceptional customer service to ensure high levels of satisfaction and loyalty.Maintain accurate records of production and activities, demonstrating dedication and performance.Cultivate strong...


  • Makati City, National Capital Region, Philippines Bullish Advisors Agency Full time

    Company OverviewBullish Advisors Agency is a dynamic and forward-thinking financial services organization committed to disrupting the status quo. Our mission is to empower individuals and families to achieve their long-term goals through innovative financial solutions.Job DescriptionWe are seeking a talented and driven Financial Advisor to join our team. As...


  • Makati City, National Capital Region, Philippines Hunter's Hub Inc. Full time

    OverviewHunter's Hub Inc. is a dynamic organization seeking a skilled professional to join our team as a Strategic Financial Planning and Budgeting Expert.Key ResponsibilitiesCollaborate with stakeholders from the IT Segment, CBC Finance, and business units to ensure efficient financial management and cost control.Develop and implement financial planning and...


  • Quezon City, National Capital Region, Philippines Marivent Hotels and Resorts Inc. Full time

    Company OverviewAt Marivent Hotels and Resorts Inc., we are a dynamic organization that prides itself on delivering exceptional experiences to our guests.Job DescriptionWe seek an accomplished Chief Finance Officer who will play a pivotal role in driving the company's financial success.Key Responsibilities:Create comprehensive financial forecasts, budgets,...


  • Makati City, National Capital Region, Philippines Bullish Advisors Agency Full time

    Lead a Team, Build a BusinessYou'll be responsible for leading a dynamic team of financial advisors, driving sales growth, and delivering outstanding client service. With our top-notch training program, you'll have the skills and resources to succeed as a leader in the industry.About the RoleIn this exciting opportunity, you'll oversee a team of motivated...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleSun Life Grepa Financial, Inc. is a leading joint venture between the Yuchengco Group of Companies and Sun Life Philippines. The company offers financial protection products through agency, bancassurance, and group account channels.The RoleYour Key Responsibilities Include:Deliver exceptional customer service to ensure utmost...


  • Quezon City, National Capital Region, Philippines Nabati Philippines Full time

    Nabati Philippines is seeking a highly skilled Strategic Financial Operations Specialist to join its team. This role offers an exciting opportunity for a motivated professional to contribute to the company's financial success.About the RoleThe Strategic Financial Operations Specialist will support the Finance Manager in overseeing financial operations,...