345 Banking Advisor jobs in the Philippines
personal wealth investment advisor
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Job Description
The Personal Wealth Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, fixed income securities, collective investment schemes and other investment products offered under segregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team's and Department's goals.
Responsibilities
- Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients
- Grows the investment AUM and revenue of the Segment/clients under the assigned area/s
- Acts as Account officer of basic segregated accounts (PMA)
- Develop strong partnership with branches and Preferred RMs
- Assist RMs in profiling and recommending investment products to client
- Assist RMs in providing market updates
- Address investment concerns of Preferred Regular clients
- Conduct branch product briefings and be the Subject Matter Expert (SME) for the basic investment training courses
- Assist the SIA in conducting reviews for regulatory investment certifications
- Conduct Investment 101 and Financial Wellness events and handle client queries and objections during these events
- Facilitate account opening of segregated accounts and ensure that the account opening and transactions are properly endorsed to the IS and the other AMTC units
- Assists the IS in addressing basic investment concerns of branches and clients
Qualifications
- Graduate of any 4-year business course from reputable universities
- Has mastery of the investment sales process and product matching (all investment funds, PMA-like segre)
- Has ample knowledge of global market development
- Has good presentation skills
- Has good communication skills
- Applies knowledge of relevant risks and policies in managing client accounts and recommending products to clients
- Applies knowledge on the economic and market environment in recommending investment funds and fixed income instruments to clients
- Able to clearly explain key economic and market developments and their impact to the investment products offered
FINANCIAL CONSULTANT
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Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
- Minimum 1 year solid sales and account management experience in financial services is and advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus .
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training
Financial Consultant
Posted today
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Job Description
- Graduate of any 4-year course
- We accept Fresh Graduates and Career Shifters
- Open for part-time and full-time
- Willing to attend trainings in BGC, Taguig.
- No experience required
- Hybrid Arrangement
Job Types: Full-time, Part-time, Fresh graduate
Application Question(s):
- Are you willing to attend the required training in BGC Taguig?
Education:
- Bachelor's (Required)
Experience:
- Account Management: 1 year (Preferred)
- Sales: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: In person
Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
- Willing to be deployed in Quezon City and nearby areas
- Minimum 1 year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training
Financial Consultant
Posted today
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Job Description
Looking for a career with purpose?
Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) too
Qualifications:
- Can devote 2-4hrs per day (no fixed time)
- College graduate (4-year course)
- Willing to be trained
- Sales experience is not required
What we do as a Financial Advisor?
- Attend online trainings
- WFH set up
- Do client presentations
- Unlimited commissions and incentives
- Enjoy local and international travels
- Potential income 30K to 80K
No need to resign. You may do this alongside your existing work.
Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduates are strongly encouraged to apply.
- Willing to be deployed within QC area - Quezon Ave / Centris / Timog / Tomas Morato / Banawe / Aurora Blvd / E. Rodriguez
- 6 Months to Minimum 1-year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduates are strongly encouraged to apply.
- Willing to be deployed within Libis, QC
- 6 Months to Minimum 1-year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
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Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
- Willing to be deployed in Quezon City
- Minimum 1 year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training
Financial Consultant
Posted today
Job Viewed
Job Description
Company: Pru Life UK
Job Summary:The Financial Consultant is responsible for providing professional financial guidance to clients, helping them achieve financial stability and long-term security. The role includes conducting comprehensive financial assessments, offering customized insurance and investment solutions, and maintaining strong client relationships built on trust and service excellence.
Key Responsibilities:- Conduct financial needs analyses to identify client goals and requirements.
- Recommend suitable Pru Life UK insurance and investment solutions.
- Develop and maintain long-term client relationships.
- Meet individual and team sales targets.
- Ensure compliance with all company and regulatory standards.
- Bachelor's degree.
- Excellent communication, presentation, and interpersonal skills.
- Self-motivated, goal-oriented, and able to work independently.
- Willingness to undergo training and obtain required licensing.
- Competitive commissions and performance incentives
- Extensive training and career development programs
- Fast-track promotion and leadership opportunities
- Flexible schedule and work-life balance
- Travel incentives and recognition awards
- Supportive, professional, and growth-driven environment
Financial Consultant
Posted today
Job Viewed
Job Description
Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?
Curious to be one? Good news Our brand is expanding
Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
JOB DESCRIPTION
Help clients regarding their financial planning needs and priorities
Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others.
Advocate the importance of financial literacy in the Philippines
BENEFITS:
- Work From Home Set-Up
- PART-TIME / FULL-TIME: Work a minimum of 3-4 hours a day, and manage your own schedule
- Earn an extra Php 20,000 to Php 60,000 monthly
- Quarterly bonuses and other performance incentives
- FREE travel incentives for Local AND International trips
- HMO, Savings Funds, and Insurance Funds
- FREE trainings from most of the best financial consultants in the country
REQUIREMENTS:
- Mobile # and soft copy of Resume
- Graduate of ANY BACHELOR'S DEGREE
- NO EXPERIENCE REQUIRED (All trainings will be provided)
- Filipino and residing in METRO MANILA and Nearby provinces like Tarlac
- Must have a smartphone. Preferably with iPad and Tablet. (Laptop a plus, but not required)
- Willing to attend meetings at least 2 times a month via Zoom
Job Types: Full-time, Part-time, Permanent, Fresh graduate
Pay: Php20, Php60,000.00 per month
Benefits:
- Company events
- Flexible schedule
- Flextime
- Life insurance
- Opportunities for promotion
- Promotion to permanent employee
- Work from home
Application Question(s):
- Are you willing to attend Career Preview and Interview at 8pm via Zoom?
Education:
- Bachelor's (Required)
Work Location: Remote