
Senior Client Advisor
12 hours ago
Our ideal candidate will excel in managing and expanding our key client relationships, providing tailored solutions to meet their financial needs and expectations. This role involves cultivating new business opportunities through strategic partnerships, leveraging the bank's resources to deliver comprehensive wealth management services.
- Responsibilities:
- Build and maintain strong relationships with high net worth clients, understanding their unique financial requirements and preferences.
- Develop and implement customized financial strategies to maximize clients' investments and assets.
- Collaborate with internal teams to identify cross-selling opportunities and provide integrated solutions.
- Requirements:
- Minimum 3-4 years of experience in relationship management or a related field.
- Proven track record of success in sales and marketing, with a strong understanding of investments and financial concepts.
What We Offer: A dynamic work environment, opportunities for professional growth, and a competitive compensation package.
About Us: We are a leading financial institution dedicated to delivering exceptional client experiences and innovative financial solutions.
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Account Officer
2 days ago
Bacolod City, Western Visayas, Philippines CBS China Bank Savings Full timeResponsible for managing and growing a portfolio of Small and Medium Enterprise (SME) clients by offering tailored lending solutions. The role involves client acquisition, credit assessment, loan processing, and relationship management to support the financial growth and sustainability of SME businesses.Seniority levelMid-Senior levelEmployment...
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Client Services
2 weeks ago
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Expert Financial Planner
7 days ago
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Senior Business Operations Executive
1 day ago
Bacolod City, Western Visayas, Philippines beBeeOperations Full time $40,000 - $60,000Job DescriptionThe role of a Senior Operations Manager is to oversee the daily operations of a business unit, ensuring that all tasks are completed efficiently and effectively. The ideal candidate will have experience in managing teams, leading by example, and maintaining high morale and loyalty.Key responsibilities include:Delivering accurate data to...
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Senior Finance Coordinator
4 weeks ago
Bacolod City, Western Visayas, Philippines Myworkspace Full timeAbout the job Senior Finance CoordinatorJob DescriptionWe are looking for a skilled Senior Finance Coordinator to maintain financial records for our clients. Our ideal candidate holds a Finance degree and is familiar with accounting software systems such as Xero, MYOB, and Reckon.Responsibilities:You will be managing a team of six people. Main...
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Senior Talent Acquisition Specialist
12 hours ago
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Senior Operations Manager
12 hours ago
Bacolod City, Western Visayas, Philippines beBeeManagement Full time ₱800,000 - ₱1,200,000Job Title: Senior Operations ManagerThis is an exciting opportunity to lead a team of professionals and drive business growth.Job Description:The successful candidate will be responsible for coaching and supervising a group of Team Leaders, ensuring Client Service Level Agreement and financial expectations are achieved. They will also be responsible for...
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Bacolod City, Western Visayas, Philippines beBeeLeadership Full time ₱800,000 - ₱1,200,000Job OverviewThe Senior Operations Manager is responsible for leading a team of operations managers and/or team leaders. This role involves building and maintaining client relationships, meeting service level agreements, and achieving financial expectations.Key ResponsibilitiesMaintain and grow revenue of programs; ensure profitability including revenue,...
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Senior Customer Experience Leader
6 days ago
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Senior Customer Experience Leader
1 day ago
Bacolod City, Western Visayas, Philippines beBeeCustomerExperience Full time ₱800,000 - ₱1,200,000Key to success in this role is a strategic thinker with deep understanding of customer experience.This leader will be responsible for building and executing on a global roadmap rooted in service level agreements and key performance indicators.Job ResponsibilitiesDevelop and lead customer care efforts to achieve business objectives.Establish and evolve...