Wealth Management Professional

Key skillsWealth ManagementFund Servicing ManagerProject Management CompetencyDigital Transformation DirectorDigital SolutionsFinancial ManagementExcellent CommunicationStakeholder ManagementBankingCapital MarketsFund ManagementJOB TITLE: Manager, Expert – Wealth ManagementCategory: Business Consulting, Strategy and Digital TransformationWORK SETUP: Onsite...

The Wealth Platform Technical Business Analyst is responsible for bridging the gap between business stakeholders and technology teams to ensure the successful design, development, and implementation of wealth management platforms and solutions. This role requires a combination of technical expertise, business analysis skills, and in-depth knowledge of wealth...

We are looking for a skilled Wealth Platform Technical Business Analyst to join our team. In this role, you will bridge the gap between business needs and technology solutions, focusing on enhancing our wealth management platforms. You will analyze requirements, develop specifications, and collaborate with stakeholders to ensure effective implementation of...

Q2 Hr Solutions Inc. is seeking a highly motivated and experienced Wealth Management Professional to join our team as a Wealth Sales Relationship Manager, Investment and Insurance Brokerage.In this role, you will be responsible for managing a portfolio of high-value clients and driving business growth through strategic partnerships and innovative...

Position Description:Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below:• Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAP.•...

About JHL Financial SolutionsJHL Financial Solutions is a leading provider of financial services, committed to helping individuals achieve their financial goals. We pride ourselves on our expertise, integrity, and customer-centric approach.Job DescriptionThe successful candidate will be responsible for developing customized financial plans, providing expert...

About JHL Financial SolutionsJHL Financial Solutions is a leading financial services provider committed to helping individuals achieve their financial objectives. We pride ourselves on our expertise, integrity, and customer-centric approach.Job SummaryThe successful candidate will be responsible for maintaining strong relationships with clients, ensuring...

We are a dynamic and growing company based in Taguig, National Capital Region, Philippines.Accounting PositionWe are seeking an experienced Area Accountant to join our team. The successful candidate will be responsible for preparing financial statements, reconciling bank accounts, and ensuring that all financial records are up-to-date and accurate.The ideal...

Taguig City, NCR, Philippines Financial Markets and Wealth ManagementAbout the job Trust Account Management OfficerThe Trust Account Management Officer is responsible for effective account administration. This role provides support to Trust Business Development by training various marketing channels of the Bank and handling prospective clients.Process...

Job ResponsibilitiesThe successful candidate will have the following responsibilities:Business Analysis:Work with business stakeholders to gather and document requirements for OFSAA implementations.Analyze business processes to identify areas for improvement through OFSAA solutions.Data Management:Support data extraction, transformation, and loading (ETL)...

Q2 Hr Solutions Inc. is seeking a skilled Financial Services Consultant to join our team as a Wealth Sales Relationship Manager, Investment and Insurance Brokerage.This role requires a deep understanding of financial planning, wealth management, and client needs. The successful candidate will be responsible for acquiring, cross-selling, and retaining a...

Taguig, Metro Manila, Philippines Financial Markets and Wealth ManagementOur Financial Markets and Wealth Management Group is looking for experienced professionals to join us at BGC, Taguig in the role of Executive Assistant.As an Executive Assistant, you will be responsible for ensuring the efficient servicing of the administrative needs of the cluster and...

Taguig, NCR, Philippines Financial Markets and Wealth ManagementAbout the job Relationship Manager - Priority BankingAbout the JobCorporate Title: JO to MWork Arrangement: OnsiteOur Branches/Stores is looking for experienced professionals to join us in multiple sites listed above in the role of Relationship Manager.As a Relationship Manager, you will drive...

Explore an Exciting Career OpportunityAre you a strategic thinker and an outcome-driven professional? Do you enjoy driving transformation initiatives for global clients, leading teams, and working in an inclusive and collaborative environment? If so, we have the perfect opportunity for youYour Main Responsibilities:- Core Banking System Implementation: Lead...

Explore an Exciting Career OpportunityAre you a strategic thinker and an outcome-driven professional? Do you enjoy driving transformation initiatives for global clients, leading teams, and working in an inclusive and collaborative environment? If so, we have the perfect opportunity for youYour Main Responsibilities:- Core Banking System Implementation: Lead...

Explore an Exciting Career OpportunityAre you a strategic thinker and an outcome-driven professional? Do you enjoy driving transformation initiatives for global clients, leading teams, and working in an inclusive and collaborative environment? If so, we have the perfect opportunity for youYour Main Responsibilities:- Core Banking System Implementation: Lead...

At ADDFORCE Human Resource Solutions INC, we are seeking a skilled Recruitment Specialist to join our team.This role involves working in a hybrid setup and requires the ability to work in a mid-shift schedule based in McKinley, Taguig. The ideal candidate should have at least 5-8 years of experience in end-to-end recruitment, particularly in BPO or...

OFSAA Functional Senior ConsultantJob Description-Support Implementation and Configuration:-Assist in the setup, configuration, and customization of OFSAA modules under the guidance of senior analysts.-Collaborate with technical teams to ensure proper integration with existing systems and data sources.-Business Analysis: > Work with business stakeholders...

Company Overview:SosaJB Property Management Corp. is a leading Filipino-owned company established in 2010, founded by Mr. Jeffrey R. Sosa, the current Chairman and CEO. With over three decades of expertise in facilities and property operations, we have a deep understanding of the culture, needs, and expectations of the local market.Salary and Benefits:Php...

Your Main Responsibilities:Core Banking System Implementation: Lead the integration and optimization of core banking solutions for clients across various markets.Report Design & Development: Design and deliver customized reporting solutions tailored to meet specific client requirements.Interface Development: Build and maintain robust interfaces between core...