Wealth Sales Management Professional
3 days ago
Build a rewarding career in financial services with Michael Page.
We are partnering with a global leader in banking and finance to find a skilled Wealth Sales Relationship Manager for their Cebu office.
Key Responsibilities
- Nurture relationships with clients to drive financial growth and satisfaction.
- Develop and implement effective strategies to strengthen client relationships and achieve business objectives.
- Stay current with industry trends and products to deliver tailored solutions that meet client needs.
- Collaborate with colleagues to achieve shared goals and contribute to the success of the team.
Qualifications and Experience
- Minimum 3 years of experience in sales or financial services, with a focus on insurance and investment products.
- Thorough understanding of financial services products, client management systems, and local regulations.
- Valid licenses and certifications in wealth management.
- Excellent sales, communication, and relationship-building skills.
Benefits
- Join a renowned global bank with opportunities for growth and development.
- Advance your career in sales within the banking sector.
-
Wealth Management Coordinator
3 days ago
Taguig, National Capital Region, Philippines Empower Full timeJob DescriptionWe are looking for a talented Wealth Management Coordinator to join our team at Empower.As a key member of our wealth management team, you will be responsible for providing high-quality service to clients, developing and maintaining relationships, and contributing to the overall growth and success of the business.Key Responsibilities:Provide...
-
Wealth Management Consultant
7 days ago
Taguig, National Capital Region, Philippines DMP INSURANCE (FWD PHILIPPINES) Full timeJob DescriptionDMP INSURANCE (FWD PHILIPPINES) is currently seeking a talented Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will play a critical role in helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesClient Relationship Building: Build and...
-
Manager Expert Wealth Management
4 weeks ago
Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full timeKey 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...
-
Wealth Advisor
7 days ago
Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full timeHybrid - Taguig 1-3 Yrs Exp Diploma FreelanceJob DescriptionDescriptionJoin Our Team as a Financial Wealth PlannerAre you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people's lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU...
-
Wealth Optimization Expert
3 days ago
Taguig, National Capital Region, Philippines W Group Full timeTake your career to the next level as a Wealth Optimization Expert at W Group.About the RoleIn this position, you'll develop and implement investment strategies to optimize wealth creation.A strong understanding of market analysis, risk assessment, and regulatory compliance is essential.A minimum of three years of experience in investment banking, capital...
-
Risk Management Professional
3 days ago
Taguig, National Capital Region, Philippines Metrobank Full timeMetrobank is a leading financial institution dedicated to providing innovative banking solutions to individuals and businesses.Credit Review Officer RoleWe are seeking a talented Credit Review Officer to join our team in the Private Wealth and Market division. As a key contributor to our credit assessment process, you will play a crucial role in evaluating...
-
Wealth Platform Technical Business Analyst y7
2 weeks ago
Taguig, National Capital Region, Philippines Neksjob Philippines Full timeThe 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...
-
Wealth Platform Technical Business Analyst y7
4 weeks ago
Taguig, National Capital Region, Philippines Neksjob Philippines Full timeThe 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...
-
Wealth Management Product Segment Leader
3 days ago
Taguig, National Capital Region, Philippines GCash Full timeJob OverviewWe are seeking an experienced Financial Services Product Owner Manager to join our team at GCash.The ideal candidate will have a strong background in product management, with experience in leading cross-functional teams and driving product development from concept to launch.This is a unique opportunity to work on innovative wealth products that...
-
Product Development Manager
1 day ago
Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full timeWe're seeking an experienced Propositions Designer to join our team and contribute to creating a better future for our customers.Main Objectives of the JobThe successful candidate will:Design and develop comprehensive propositions addressing long-term savings, life protection, and wealth needs.Collaborate with internal stakeholders to ensure seamless...
-
Wealth Platform Technical Business Analyst
4 weeks ago
Taguig, National Capital Region, Philippines Neksjob Full timeWe 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...
-
Wealth Platform Implementation Specialist
5 days ago
Taguig, National Capital Region, Philippines Neksjob Philippines Full timeJob TitleTechnical Business Analyst (Wealth Platform)Company OverviewNeksjob Philippines delivers cutting-edge financial solutions that empower businesses to thrive in today's fast-paced market. We are seeking a highly skilled Technical Business Analyst to lead our Wealth Platform implementation projects.Responsibilities and DeliverablesDevelop comprehensive...
-
Wealth Management Product Segment Owner
3 days ago
Taguig, National Capital Region, Philippines GCash Full timeOn-site - Taguig 3-5 Yrs Exp Diploma Full-timeJob DescriptionDo you want to take the first step in making Filipinos' lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation G ka ba? Join the G Nation todayRole And...
-
Destination Sales Professional
6 days ago
Taguig, National Capital Region, Philippines Thompson Property Management Corp. Full timeJob RoleThe Travel Sales Consultant position at Thompson Property Management Corp. involves interacting with clients to understand their travel requirements and providing tailored solutions. This includes booking flights, hotels, and other travel arrangements, as well as offering expert advice on destinations and activities.To excel in this role, you will...
-
Client Relationship Banking Expert
3 days ago
Taguig, National Capital Region, Philippines Michael Page Full timePursue a challenging and rewarding career in banking with Michael Page.We are representing a leading global financial institution in search of an experienced Wealth Sales Relationship Manager for their Cebu location.About the OpportunityManage high-value client relationships to achieve business results and enhance client satisfaction.Analyze client needs and...
-
Global Banking Relationship Manager
3 days ago
Taguig, National Capital Region, Philippines Michael Page Full timeMichael Page is working with a leading global banking and financial services organization.We are seeking a Wealth Sales Relationship Manager (Cebu-based) to manage high-value clients and achieve business performance measures and plans.About the RoleAchieve financial targets by nurturing relationships with both new and existing clients.Strengthen client...
-
E-Commerce Sales Professional
3 days ago
Taguig, National Capital Region, Philippines Thompson Property Management Corp. Full timeJob Summary:About Thompson Property Management Corp.We are seeking an experienced E-Commerce Sales Executive to join our team at Thompson Property Management Corp. in Taguig. As a key member of our sales team, you will be responsible for identifying and pursuing new sales leads within your assigned territory, effectively communicating the value proposition...
-
Sales and Management Professional
1 week ago
Taguig, National Capital Region, Philippines Megaworld Careers Full timeMegaworld Careers is seeking a highly motivated and results-driven Sales and Management Professional to join our team.About the RoleThe ideal candidate will have excellent communication and negotiation skills.A graduate of any 2 or 4-year course is required.Real estate sales experience is an advantage.Key Responsibilities:To promote our properties to...
-
Wealth Management Professional
7 days ago
Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full timeBusiness DescriptionWe are FWD - Annapurna Branch, a leading insurance company in the Philippines. As a Freelance Financial Planner, you will be responsible for helping individuals and families achieve financial security and peace of mind.Key Responsibilities:Build strong relationships with clients through effective communication and trust-building...
-
Insurance Financial Planner
7 days ago
Taguig, National Capital Region, Philippines DMP INSURANCE (FWD PHILIPPINES) Full timeKey ResponsibilitiesAs a Financial Wealth Planner at DMP INSURANCE (FWD PHILIPPINES), you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies. Your key responsibilities will include conducting thorough financial assessments, developing personalized financial plans,...