Wealth Management Executive

Negzda Global invites applications for the position of Wealth Management Specialist.Job Description:This role involves providing expert advice to clients on investment strategies and managing their wealth.The successful candidate will have excellent communication skills and be able to build strong relationships with clients.Responsibilities:Provide...

Wealth Management Analyst Job DescriptionThe Wealth Management Analyst will work closely with the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team to provide accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting.Main...

About the RoleThe successful candidate will develop customized financial plans for clients, including savings, investments, insurance, and retirement plans. They will offer expert advice on risk management and wealth-building strategies, educating clients about market trends, product offerings, and financial best practices.You will also identify new clients...

Job DescriptionThe role of the Sales Support Officer – Makati Branch involves assisting the Wealth Sales Team in sustaining and maintaining profitable client relationships.This includes supporting the Head of Investment and Insurance Sales/Wealth Sales Team Head in daily administrative work such as preparing sales reports, minutes of meetings, and data...

We are looking for a seasoned Financial Wealth Planner to join our team at PruLife UK- Team Christine. As a key player in our wealth management team, you will be responsible for guiding clients in making informed financial decisions.Job DescriptionAs a Financial Advisor, you will provide expert advice on financial planning, investments, insurance, and other...

Direct message the job poster from China Bank PHJob Responsibilities: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...

**Career Opportunity:**We are seeking a talented Business Development Officer to join our team at Philippine Bank of Communications (PBCOM). As a key member of our team, you will have the opportunity to develop and implement sales strategies to increase revenue and enhance client satisfaction.**Key Responsibilities:**Develop and implement sales strategies to...

At AXA Philippines, we are seeking a seasoned professional to join our team as an Investment Wealth Manager.About the Role:This is a unique opportunity to leverage your expertise in investment sales and build long-lasting relationships with high net-worth clients of financial institutions.You will be responsible for generating new business opportunities and...

Key ResponsibilitiesDevelop strategy for growing wealth and remittance products, including program management and coordination with internal business units/stakeholders to deliver programs.Understanding and developing commercials related to the business, such as product pricing, revenue forecasting, promotional offers, etc.Analyzing and understanding...

At Metrobank, we empower future leaders by providing opportunities that enhance skills and unlock talents. Our well-rounded individuals evolve into experts who can do their best work and secure a fulfilling career.Our Investment Specialists are responsible for the growth of investment assets, sales volumes, and profitability of high network clients...

We are seeking a highly motivated Wealth Management Specialist to help individuals and businesses achieve their financial objectives.The successful candidate will have a bachelor's degree and possess basic knowledge of financial markets, investment strategies, and insurance policies.Key Skills and Qualifications:Potential in sales, negotiation, and...

About the RoleWe are seeking an experienced Financial Analyst to join our team at Manulife Insurance Malaysia. In this role, you will be responsible for providing high-quality financial analysis and support to the Wealth and Asset Management team.You will have the opportunity to work on a variety of projects, including the development and implementation of...

Manila Memorial Park is seeking a senior executive to take charge of our business development department.About the RoleThe ideal candidate will have extensive experience in luxury services and high-end real estate, with a proven track record of driving business growth and expansion.Key Responsibilities:Business Development:Develop and implement strategies to...

Role Summary:This role is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Retail team. The successful...

We are seeking a highly skilled Enterprise Sales Professional to join our team at Top Source Executive Search. As a key member of our sales team, you will be responsible for developing and executing strategic plans to generate leads and acquire new clients, with a focus on data efficiency, availability, and protection services.You will conduct market...

Company OverviewWelcome to Executive Optical, a leading provider of innovative optical solutions. Our team is dedicated to delivering exceptional quality and knowledge management practices that drive excellence in our industry.

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...

About the Role:The Wealth Management Associate will play a critical role in supporting the Wealth Management Group in achieving its business objectives. This is an excellent opportunity to build your career in the banking industry and contribute to the success of China Bank PH.Key Accountabilities:Develop and execute sales plans to increase revenue and...

Company OverviewExecutive Optical is a leading provider of innovative optical solutions, committed to delivering exceptional customer experiences.

Company Overview:Manulife Philippines is a leading provider of financial services, operating globally with over 38,000 employees and 98,000 agents. Our comprehensive financial services and wealth management solutions cater to millions of customers worldwide.