Financial Wealth Planner/Manager

Role Description:This is a part-time remote role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The planner will work with clients to understand their financial goals and provide customized wealth management and financial planning solutions. They will also be responsible for analyzing clients' financial information and...

Company DescriptionFWD Group is a pan-Asian life and health insurance business with a focus on changing the way people feel about insurance. Established in 2013, FWD has over 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company delivers innovative propositions, easy-to-understand products,...

Financial Wealth Planner | Part Time | WFHPosition: Financial Wealth Planner in FWDLinkedin Job Description Qualifications: College Graduates (4yrs) even without working experience Hardworking & Team Player Willing to be trained College Level with 2 yr working experienceJob Description:  Setting of appointments  Identify client's financial goals through...

Qualifications: College Graduates (4yrs) even without working experience Hardworking & Team Player Willing to be trained College Level with at least 2 yrs working experienceJob Description: Setting of appointments Identify client's financial goals through online or face-to-face meetings and need-based analysis interviews Provide after sales service by...

Position:Relationship Manager – High Net Worth / Affluent PortfolioType: Full-timeKey ResponsibilitiesBuild, manage and grow a portfolio of HNWI / affluent individual clients.Serve as the lead advisor for clients: understand each client's financial goals, risk appetite, insurance and investment needs, and propose tailored solutions (insurance, wealth &...

Position: Test Manager (Wealth)Location: Makati / OrtigasWork Setup: Full OnsiteEmployment Type: Project-basedQualifications8–10 years of hands-on experience in software testing, with strong Avaloq functional and technical domain knowledge.Proven experience managing end-to-end testing in wealth management projects.Strong stakeholder management and...

Grow Wealth, Grow Balance - Build a Career That Values Both Make an impact in the world of finance while keeping your personal life in perfect harmony. Here, your expertise helps shape financial success stories-and your weekends remain yours to enjoy. Join a team that believes professional excellence shouldn't come at the expense of personal balance. In...

Makati City | Full-Time | Hybrid SetupWe're looking for aRelationship Managerto join a growing Corporate & Private Banking team — someone passionate about building trusted partnerships with clients, delivering tailored financial solutions, and driving portfolio growth.As a Relationship Manager, you'll manage and expand relationships withcorporate clients,...

Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

About the roleWe are seeking a motivated and driven Part-Time Financial Consultant to Assistant Unit Manager to join our team at PRULIFE UK in Makati City Metro Manila. In this role, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals. This is a part-time opportunity,...