Wealth and Investment Management

2 days ago

Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱150,000 - ₱250,000 per year

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 $104,000 - $130,878 per year

    Job 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 Products Head

    4 days ago

    Taguig, National Capital Region, Philippines Private Advertiser Full time ₱1,500,000 - ₱2,500,000 per year

    The 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 Strategy Advisor

    2 weeks ago

    Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱4,500,000 - ₱9,000,000

    As a wealth strategy advisor, you will collaborate with a team to provide financial advisors with tailored financial plans.Key ResponsibilitiesClient Financial Analysis: Review clients' financial documents to understand their investments, insurance, retirement, taxes, and estate needs.Wealth Plan Creation: Support advisors in drafting detailed, customized...

  • Wealth Management Mortgage Operations

    6 days ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $90,000 - $120,000 per year

    Job 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

    2 weeks ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $70,000 - $120,000 per year

    Job 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...

  • Investment Consultant

    2 weeks ago

    Taguig, National Capital Region, Philippines Maybank Full time

    Your RoleThe Investment 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...

  • Real Estate Investment Advisor

    2 weeks ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time A$18,000 - A$24,000

    Job Description:We are seeking a seasoned Real Estate Investment Advisor to join our team.This role is designed for professionals with proven success in selling real estate investment solutions to clients who are looking to grow their wealth through property.You will guide qualified clients through every stage of the property investment journey, from initial...

  • Career Opportunities: Building Wealth and Independence

    2 weeks ago

    Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱5,000,000 - ₱9,999,999

    Unlock Your Financial PotentialAre you looking for a career that offers flexibility and control? Do you want to build a business where your success directly impacts your income and future?As a financial advisor, you will have the opportunity to work with a proven business system designed to help you develop business acumen, grow your client portfolio, and...

  • Real Estate Investment Specialist

    2 weeks ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time A$24,000

    Job Overview:We are looking for a sales professional with a strong background in investment property to join our advisory team.This role is ideal for individuals who have experience in selling investment properties to clients and want to take their skills to the next level.Key Responsibilities:Conduct thorough consultations with potential clients to...

  • URGENT HIRING: FINANCIAL WEALTH PLANNERS

    3 weeks ago

    Taguig, National Capital Region, Philippines FWD D11 District Full time

    OverviewUrgent hiring: Financial Wealth Planners (Full-time and Part-time positions available). The fastest-growing insurance company seeks driven and passionate individuals to join the team as Financial Wealth Planners or Life Insurance Agents. The role involves lead generation, prospecting clients, creating life insurance proposals, and delivering...