Wealth and Investment Management
1 day ago
BENEFITS :
Leave Entitlements
Night shift differential
Retirement fund
Share Purchase Plan
Performance Bonus
HMO + dependents
Group Life Insurance
Career growth
Free health consultation
Reward program
Client Profile:
This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.
Position: Wealth and Asset Manager
Industry: IT Company
Location: Taguig City
Work Set up: Work On Site
Salary: Php 150,000 - Php 250,000 (Negotiable)
Work Schedule: Midshift or Night Shift
Requirements:
Bachelors Degree holder
At least 5-10 years of working experience in wealth and asset management
People Management experience for about 2-5 years
Amenable to work on site.
Experience working in Financial Services/Financial Company.
Responsibilities:
Create and execute commercial banking strategies that improve service delivery and operational efficiency.
Create engaging narratives to communicate trends and projections to stakeholders.
Create thorough management reporting.
To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.
Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.
Determine, intensify, and reduce possible business risks.
To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.
Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.
Recruitment process: (Online)
Initial Interview
Second Interview
Final Interview
Job Offer
Look for: Ms. Kendra
Job Type: Full-time
Pay: Php150, Php250,000.00 per month
Work Location: In person
-
Wealth Management
2 weeks ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱2,000,000 - ₱2,500,000 per yearJob Description Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients. As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax...
-
Wealth Management
5 days ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱1,500,000 - ₱3,000,000 per yearJob Description Make your mark by ensuring operational excellence and risk mitigation for our team. Join us to champion a robust control environment and drive continuous improvement in compliance and audit readiness. Job Summary: As a Senior Associate Controls Champion in our team, you will play a critical role in safeguarding the firm and its...
-
Wealth Products Head
3 days ago
Taguig, National Capital Region, Philippines Private Advertiser Full time ₱1,500,000 - ₱2,500,000 per yearThe Head of Wealth Management Products will lead the strategy, design, and delivery of investment solutions, ensuring products are competitive, compliant, and profitable. The role combines product leadership with sales support to drive growth across wealth offerings.RESPONSIBILITIESOwn the full product lifecycle, from development and regulatory approval to...
-
Wealth Management Operations, Credit
1 day ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. 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...
-
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱1,000,000 - ₱2,500,000 per yearJob DescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?As a Wealth Management Account Opening Analyst within the Wealth Management team, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will succeed in this role by learning...
-
Investment Content Writer
1 week ago
Taguig, National Capital Region, Philippines Q2 HR Solutions Full time ₱900,000 - ₱1,200,000 per yearJob Summary:TheContent Expertwill be responsible for creating and managing a wide range of reporting, editorial content, and marketing collateral. This includes client reporting, pitchbooks, commercial sections in Private Placement Memorandums (PPMs), investor letters, product update presentations, and materials for due diligence events.Key...
-
URGENT HIRING: FINANCIAL WEALTH PLANNERS
5 days ago
Taguig, National Capital Region, Philippines FWD D11 District Full time ₱30,000 - ₱60,000 per yearCompany DescriptionWelcome to D11, a collective of exceptional Financial Wealth Planners and Managers. Our mission is to multiply our impact and extend our reach, helping individuals build worry-free and hope-filled lives. Join us on this journey to financial empowerment and a brighter future.Role DescriptionWe are urgently hiring for Financial Wealth...
-
Investment Consultant
3 days ago
Taguig, National Capital Region, Philippines Maybank Full time ₱180,000 - ₱200,000 per yearYour RoleTheInvestment Consultant (IC)position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client's desired risk/investment performance requirements and increase...
-
Wealth Management Mortgage Operations
2 weeks ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $90,000 - $120,000 per yearJob Description Shape the future of mortgage lending by joining a team that values expertise, collaboration, and innovation. As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze...
-
Wealth Management Mortgage Operations
7 days ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $90,000 - $120,000 per yearJob Description Shape the future of mortgage lending by joining a team that values expertise, collaboration, and innovation. As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze...