Financial Wealth Planner
4 days ago
Company Description
At FWD, we don't think insurance should stop at peace-of-mind. We think it should reassure that you've got a trusted partner who's there if you need us. Meaning you can transform those small moments into big reasons to celebrate living.
With numerous awards on hand, w
e believe that building the right culture starts with building the right team who we know will make the right decisions. And we have an extraordinary leadership team at FWD – smart, progressive, and experienced.
We are committed to change the way people feel about insurance.
Role Description
This is a full-time hybrid role for a Financial Wealth Planner, located in Alabang Muntinlupa, with some work-from-home flexibility. The Financial Wealth Planner will be responsible for providing comprehensive financial planning services to clients, including investment management, insurance coverage assessment, and overall financial advice. Daily tasks include meeting with clients, assessing their financial needs, developing personalized financial plans, and maintaining ongoing client relationships to ensure financial goals are met.
Qualifications
- Skills in Financial Planning and Finance is an advantage
- Excellent interpersonal and communication skills
- Bachelor's degree in Finance, Economics, Business, or related field
- Fresh graduates are welcome to apply.
- Ability to work independently and within a team
- Strong analytical and problem-solving abilities
- Willing to undergo trainings
-
Financial Wealth Planner
2 weeks ago
Manila, National Capital Region, Philippines One Zenith Full time ₱150,000 - ₱400,000 per year𝗬𝗢𝗨 𝗠𝗜𝗚𝗛𝗧 𝗞𝗡𝗢𝗪 𝗦𝗢𝗠𝗘𝗢𝗡𝗘 𝗣𝗘𝗥𝗙𝗘𝗖𝗧 𝗙𝗢𝗥 𝗧𝗛𝗜𝗦 — 𝗢𝗥 𝗜𝗧 𝗖𝗢𝗨𝗟𝗗 𝗕𝗘 𝗬𝗢𝗨 (Read full details below) 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝘀𝗶𝗱𝗲 𝗵𝘂𝘀𝘁𝗹𝗲 𝘁𝗵𝗮𝘁'𝘀...
-
URGENT HIRING: Financial Wealth Planners
2 weeks ago
Manila, National Capital Region, Philippines FWD D11 District Full time ₱600,000 - ₱1,200,000 per year𝐂𝐎𝐌𝐏𝐀𝐍𝐘 𝐎𝐕𝐄𝐑𝐕𝐈𝐄𝐖FWD Group is a pan-Asian life insurance business with over 11 million customers across 10 markets, including some of the world's fastest-growing insurance markets. Established in 2013, FWD is the insurance business of the investment group, Pacific Century Group. We're now one of the fastest-growing...
-
urgent hiring: financial wealth planner
4 days ago
Manila, National Capital Region, Philippines FWD D11 District Full time ₱600,000 - ₱1,200,000 per yearJob descriptionWe are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial...
-
Urgent Hiring: Financial Wealth Planner
4 days ago
Manila, National Capital Region, Philippines FWD D11 District Full time ₱600,000 - ₱1,200,000 per yearWe are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial security should be...
-
Manila, National Capital Region, Philippines EastWest Bank Full timeLead in Finance, Grow with EastWest Financial Markets and Wealth Management Trainee Are you driven to succeed in the dynamic world of financial markets? EastWest Banks Financial Markets and Wealth Management Trainee is designed to equip aspiring professionals with the knowledge, experience, and mentorship needed to build a successful career in banking and...
-
Licensed Financial Advisor
2 days ago
Manila, National Capital Region, Philippines Julius Augustus C. Munoz Full timeThe OpportunityAllianz PNB Life Insurance, Inc.' is seeking a talented and driven individual to join our team as a Licensed Financial Advisor. In this exciting role, you will be responsible for providing comprehensive financial planning services to our valued clients, helping them achieve their long-term financial goals. As a contract role based in Metro...
-
Senior Relationship Manager – Private Wealth
4 days ago
Manila, National Capital Region, Philippines Viventis Search Asia Full timeRelationship Manager – Private Wealth (Singapore Relocation Opportunity)We are seekingexperienced and client-driven Relationship Managersspecializing inPrivate Wealth Managementto join one of thepremier universal banks and leading financial institutions in the Philippines. This is an exciting opportunity for banking professionals who are ready toexpand...
-
Wealth Management Operations, Credit
1 week ago
Manila, National Capital Region, Philippines JPMorganChase Full time ₱900,000 - ₱1,200,000 per yearJOB DESCRIPTIONJoin J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will...
-
URGENT HIRING: Financial Wealth Planners
4 days ago
Manila, National Capital Region, Philippines FWD D11 District Full time ₱15,000 - ₱60,000 per yearWe're Hiring this 2025 HELLO NEW FACES, BIG DREAMERS𝐂𝐎𝐌𝐏𝐀𝐍𝐘 𝐎𝐕𝐄𝐑𝐕𝐈𝐄𝐖We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and...
-
Wealth Management Operations, Credit
4 days ago
Manila, National Capital Region, Philippines JPMorganChase Full time ₱600,000 - ₱1,200,000 per yearJob DescriptionJoin J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will...