154 Investment Management jobs in Makati City

As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

1. Developing and implementing strategic plans to improve operational efficiency and achieve business goals.
2. Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.
3. Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.
4. Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.
5. Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.
6. Overseeing budgeting, forecasting, and financial reporting for the BPO division.
7. Overall, as a Director of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.

Required qualifications to be successful in this role:

1. Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
2. 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.
3. Strong understanding of BPO industry trends, best practices, and technologies.
4. Excellent communication, negotiation, and interpersonal skills.
5. Strategic thinking, problem-solving abilities, and decision-making skills.
6. Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Types: Full-time, Permanent

Pay: Up to Php250,000.00 per month

Benefits:

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Application Question(s):

• Are you open to a 100% onsite work setup in Taguig, requiring you to report onsite during the night shift?
• Kindly share how extensive your experience is in Wealth Investment and Asset Management.

Education:

• Master's (Preferred)

Work Location: In person

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information

• Capable of multitasking and working in cultural environment

• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters

• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose

• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Job Description
This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

Job Category:
Finance

Posting End Date:
29/11/2025

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

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

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

Officer is responsible for the strategic planning, management, and execution of

sales and leasing activities related to the company's Real and Other Properties

Acquired (ROPA), including foreclosed and attached assets such as properties,

vehicles, and chattels. The role is also accountable for achieving assigned

sales targets and ensuring compliance with relevant policies and guidelines.

Key Responsibilities:

Sales Planning and Strategy

• Develop and implement an annual sales and

leasing plan for all ROPA assets.

• Formulate effective sales and disposal

strategies, utilizing a variety of channels and techniques.

• Design and execute marketing programs,

promotions, and incentive schemes to drive asset disposition.

• Identify and prioritize high-value or

time-sensitive assets for sale or lease.

• Monitor payment collections and ensure timely

issuance of billings and notices.

Sales Forecasting and Budgeting

• Establish sales targets and performance

benchmarks.

• Identify and recommend necessary budget

allocations to support sales and marketing initiatives.

Sales and Lease Management

• Build and maintain a comprehensive client

database.

• Update and manage the asset inventory using

designated tools and platforms.

• Execute, monitor, and revise sales plans as

needed to meet targets.

• Collaborate with internal teams to facilitate

smooth transactions and support operations.

• Provide regular reports on asset status, sales

performance, and key accomplishments.

Compliance and Risk Management

• Ensure all transactions and documentation

related to ROPA are compliant with internal policies and audit standards.

• Maintain strict adherence to company

guidelines and regulatory requirements.

Qualifications:

• Bachelor's degree in any relevant field.
• Proven experience in sales, particularly in

managing the sale or lease of foreclosed and attached assets such as real

estate, vehicles, and chattel.