706 Financial Advisor Support jobs in the Philippines

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 regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the EMEA tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

Work Location : Taguig City / Pasig City

Full Onsite

Work Schedule : Nightshift

Hiring for Senior Manager and Consulting Delivery ( Wealth Investment and Asset Management)

REQUIRED QUALIFICATIONS

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving abilities, and decision-making skills.
• Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Type: Full-time

Pay: From Php100,000.00 per month

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

Industry: IT Company

Location: Taguig City or Pasig City

Work Set up: Work On Site

Salary: (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

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 income and credit, and assess collateral and financial statements to determine credit risk. You will partner with internal teams to resolve exceptions and ensure loans progress to final decisions, all while adhering to regulatory timelines. You will leverage your expertise to identify risks, suggest process enhancements, and contribute to a culture of accuracy and compliance.

Job Responsibilities:

• Achieve daily production targets and complete priority reviews within stipulated timelines
• Maintain process accuracy targets, ensuring less than 5% high QA error rate, and uphold high hygiene standards by following all process controls without lapses
• Assist in data collection and report preparation on various metrics to support business initiatives
• Identify and escalate issues, exceptions, and procedure gaps to management for timely resolution
• Interact with global stakeholders to resolve process issues and enhance process controls
• Allocate 90% of productive time to processing and 10% to business initiatives, reporting, and training activities
• Suggest process enhancements and automations for improved controls, and perform periodic risk and controls analysis with the team
• Review and enter loan information according to current underwriting guidelines, ensuring accuracy and compliance
• Analyze income by reviewing and validating US documents for debt-to-income ratio calculations, and conduct credit analysis including review of credit reports, scores, and public records in adherence to FACT ACT and FCRA regulations
• Analyze personal financial statements and asset statements to determine liquidity and leverage ratios, and assess collateral risks by reviewing purchase contracts, addendums, and property appraisal reports
• Coordinate with Mortgage Solutions Team and other internal teams to develop necessary credit information, add and review relevant underwriting conditions, resolve exceptional scenarios, identify credit risks and collateral variances, and ensure adherence to the 30-day timeline for all credit decisions per Regulation B (ECOA).

Required qualifications, capabilities and skills:

• Bachelor's degree in Business, Finance, Accounting, or related field
• Two years of mortgage underwriting experience in US mortgage loan originations
• Experience reviewing and analyzing US financial documents, including asset statements, personal financial statements, profit and loss statements, personal tax returns, and credit reports
• Exposure to production management, work allocation, prioritization, exception handling, and process documentation
• Thorough understanding of all stages of the mortgage originations life cycle
• Expertise in mortgage underwriting concepts, ratios, and calculation methods, including debt-to-income, loan-to-value, liquidity, and leverage ratios
• Working knowledge of major US mortgage regulations

Preferred qualifications, capabilities, and skills:

• Three years of mortgage underwriting experience in US mortgage loan originations
• Advanced proficiency in risk and controls analysis
• Experience collaborating with global teams
• Strong analytical skills with attention to detail
• Effective time management and adaptability to US, Asia, and EMEA shifts
• Excellent communication and teamwork skills
• Proven ability to suggest process enhancements and automations

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Training and Marketing Professionals Inc. is looking for a WEALTH MANAGEMENT OPERATIONAL ADMIN - HYBRID WORK SET-UP

• Well known Telecommunications Company (Globe Telecommunications-Mynt)

• With strong career development programs

Skills and Qualifications:

• Bachelor's Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course.
• Proven experience in Technical writing, Product training, Creating informative and attractive visuals or related field
• Previous experience preferably in the fintech or software industry.
• Anti-Money Laundering or Know Your Client background a plus.
• Strong analytical, time management and problem-solving skills.
• Detail-oriented with excellent organizational abilities
• Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
• Willing to work in hybrid work set-up in BGC, Taguig.

Job Description:

• The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
• Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
• Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
• Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
• Creating updated product decks including front-end screens and back-end processes in its day-to-day function
• Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
• Creating an Ops onboarding module/checklist
• Maintaining the WM Ops issues, SFTP, and comms tracker

HOW TO APPLY? FOLLOW THE INSTRUCTIONS BELOW

Please send or submit your updated resume or CV to and

Subject Format: Applicant for WEALTH MANAGEMENT ADMIN, Last Name, First Name

Job Types: Fixed term, Temporary

Contract length: 3 months

Pay: Php30, Php33,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance

Ability to commute/relocate:

• Taguig: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Required)

Experience:

• Wealth Management: 1 year (Preferred)
• Anti-Money Laundering: 1 year (Preferred)
• Know Your Client background: 1 year (Preferred)
• technical writing: 1 year (Preferred)
• product training: 1 year (Preferred)
• creating informative: 1 year (Preferred)
• attractive visuals: 1 year (Preferred)

Location:

• Taguig (Preferred)

Willingness to travel:

• 75% (Preferred)

Work Location: In person

Job Description
Join 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 play a crucial role in reviewing the quality of operations work for compliance with procedural and regulatory requirements. You will identify patterns and trends, address root causes, and ensure corrections are made, contributing to the continuous improvement of our processes.

Job Responsibilities

• Perform quality review and audit of credit facilities in compliance with Standard Operating Procedures.
• Suggest process and procedure improvements based on quality review findings.
• Participate in quality improvement projects and offer suggestions for process enhancements.
• Maintain a risk and controls mindset, challenging the status quo and identifying process efficiencies.
• Communicate and escalate discrepancies to Credit Services management for resolution.
• Assist with additional responsibilities as assigned by management, including process transfers and partner communications.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree with at least four years of experience in a related position.
• Ability to perform in a fast-paced environment and handle multiple tasks through effective prioritization.
• Strong organizational and interpersonal skills, highly detailed and results-oriented.
• Strong verbal and written communication, as well as analytic skills.
• Self-motivated and able to work independently, multi-task, and reprioritize work.
• Ability to interact with varying levels throughout the organization.

Preferred Qualifications, Capabilities, And Skills

• Prior exposure to traditional credit and/or mortgage products.
• Knowledge in data mining and use of MS Office applications.

ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Training and Marketing Professionals Inc. is looking for a
WEALTH MANAGEMENT OPERATIONAL ADMIN - HYBRID WORK SET-UP

• Well-known Telecommunications Company (Globe Telecommunications-Mynt)
• With strong career development programs

Skills and Qualifications:

• Bachelor's Degree in Business Management, Financial Management, Accounting Information System, Accounting, or any related course.
• Proven experience in Technical writing, Product training, creating informative and attractive visuals, or related field
• Previous experience, preferably in the fintech or software industry.
• Anti-Money Laundering or Know Your Client background a plus.
• Strong analytical, time management and problem-solving skills.
• Detail-oriented with excellent organizational abilities
• Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
• Willing to work in a hybrid work set-up in BGC, Taguig.

Job Description:

• The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
• Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
• Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
• Organizing all WM Ops-related files (e.g., PPMs, KMS, Root Cause Analyses) in a shared drive
• Creating updated product decks including front-end screens and back-end processes in its day-to-day function
• Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
• Creating an Ops onboarding module/checklist
• Maintaining the WM Ops issues, SFTP, and comms tracker

HOW TO APPLY? FOLLOW THE INSTRUCTIONS BELOW

Please send or submit your updated resume or CV to
and

Subject Format
: Applicant for WEALTH MANAGEMENT ADMIN, Last Name, First Name

Type: Full Time Location: NCR at Gurgaon Description:

Company Name :
Prospurts

Job Title :
Manager / Senior Manager (Wealth Management)

Positions :
2

Job Description / Responsibilities

• Understand the client's risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework.
• Develop relationships with new clients and conduct meetings to manage their investment portfolios.
• Connect with existing clients and prospects for periodic reviews and advise them accordingly.
• Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships.
• Track and analyse the capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes.
• Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy.
• Work closely with a senior advisor in managing client accounts.

Desired Profile of the Candidate

• Self-starter
• Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management.
• Minimum of 1-3 years of work experience in the wealth and investment field.
• Efficient communication skills and a strong command of the English language.
• Strong knowledge of MS Excel.
• CFP preferred.
• NISM XA and XB (added advantage).
• Strong flair for investment advisory and well-informed about the financial markets and the economy.

What is in it for you?

• Opportunity to work in a boutique setup involving multifaceted assignments.
• Opportunity to collaborate with senior advisors on high-value accounts.
• End-to-end learning of personal wealth management practices.
• Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.

Salary Range :
₹6–10 LPA

Share your resume with email subject line – "Ref" FPSB India"

Hiring Manager Details
Shobhit

Job Title:

• Director Consulting Delivery (Wealth Management)

Work Setup and location

• Onsite in Taguig
• Mid Shift Schedule

Salary Package:

• 150, ,000.00 depending on experience and expertise

Position Description:

As a Director Consulting Delivery (Wealth Management), your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company.

Your future duties and responsibilities:

• BPO Strategy Development: Formulate and implement tailored BPO strategies specific to commercial banking, enhancing operational efficiencies and service delivery.
• Data Presentation: Synthesize financial data and performance metrics into compelling narratives that convey projections and trends effectively to stakeholders.
• Management Reporting: Design comprehensive management reporting packages that transparently communicate business results, insights, and recommendations.
• Cross-Functional Coordination: Facilitate collaboration between business managers, finance teams, and project managers to streamline deliverables and ensure alignment with business objectives.
• Executive Analysis and Presentation: Conduct in-depth analyses and create executive-level presentations using PowerPoint to inform strategic decisions and facilitate discussions.
• KPI Assessment: Analyze complex data sets to assess key performance indicators and utilize statistical analysis tools to inform strategic planning and drive initiatives.
• Performance Optimization: Drive initiatives focused on enhancing the bottom-line performance of the business, including optimizing fees and managing costs
• Risk Management: Identify, escalate, and mitigate potential business risks, including legal, regulatory, and operational challenges, that could impact business continuity.
• Financial Performance Analysis: Assess financial performance, identify productivity initiatives, and oversee their implementation to drive operational efficiencies.
• Representation: Act as a representative of the business in relevant internal and external working groups, advocating for strategic initiatives and best practices.

Required qualifications to be successful in this role:

• Experience: A minimum of 10 years of experience in Wealth Management and experience as a Director.
• Education: Bachelor's degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Technical Proficiency: Extensive knowledge and experience with PowerPoint and Excel, with a focus on data visualization and analytical tools.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision.
• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders.
• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights.
• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process.
• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies.
• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.

Job Types: Full-time, Permanent

Pay: Php150, Php250,000.00 per month

Benefits:

• Company Christmas gift
• Company events
• Flexible schedule
• Free parking
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Experience:

• Wealth Management, Fund Servicing and Fund Accounting: 10 years (Preferred)
• Risk & Compliance, Equity Fund and Unit Trust Pricing,: 10 years (Preferred)
• Client Services and Financial Portfolio Lifecycle, : 10 years (Preferred)
• CSAT standpoint, Stock Market and Investment: 10 years (Preferred)
• Mutual Funds and Products: 10 years (Preferred)
• AVP, VP or Director level: 3 years (Preferred)

Work Location: In person