75 Wealth Management jobs in the Philippines

The Portfolio Management Analyst is responsible for (i) supporting the preparation of key portfolio reports and indicators for sovereign and/or non-sovereign portfolio; (ii) producing non-sovereign data on financial performance and portfolio indicators; (iii) generating and reviewing of financial performance and portfolio indicators for specific analyses, regular and ad hoc portfolio reports, and special studies; (iv) assisting in the performance of the quality assurance function on portfolio reports through review of records in the financial systems and project and portfolio management systems; and (v) providing guidance and support to user departments on the use of project and portfolio management systems, and portfolio reports/indicators. The incumbent will report directly to the designated International Staff and senior National Staff**.**

**Responsibilities**
- Contributes to the preparation of the Annual Portfolio Performance Report, Statement of the ADB's Operations, Operations Review Meetings materials, Quarterly Summary Report on Approved Technical Assistance, Quarterly Portfolio Update, and special studies undertaken by the Unit.
- Generates and performs first level review and quality assurance on non-sovereign financial performance and portfolio indicators, including statistics and graphical presentations on historical trends at ADB-wide level for annual, quarterly, and ad-hoc reports. Provides validated data and analysis on portfolio information.
- Maintains complete, accurate, and timely update of portfolio management data for use in reports, ad hoc requirements, and special studies. Supports the conduct of research and provides inputs to the preparation of special studies and issues related to the non-sovereign and/or sovereign operations, including simulations and historical trends.
- Comments and provides inputs on non-sovereign-related data/matters to other departments’ reports, such as Quarterly Risk Management Report, Development Effectiveness Report, Informal Board Seminar, and Midyear Review of BRC.
- Monitors portfolio performance issues, and coordinates with concerned departments (e.g., Operations Departments, Private Sector Operations Department, Office of Risk Management, Controller's Department, and Strategy, Policy and Partnership Department).
- Supports the Regional Departments in the preparation of background papers for country portfolio review, quarterly country portfolio indicators, and country partnership strategy by providing data and historical trends on standard indicators/information for non-sovereign operations.
- Assists in performing user acceptance testing on system functionality of the project processing and portfolio management eOperations system, Integrated Disbursement System, Operations and other dashboards. Provides inputs and feedback in consultation with the team and monitors accuracy of regular outputs.
- Prepares required information for ad hoc requests.
- Performs other tasks across teams within PPFD, as requested.

**Qualifications**:
**Relevant Experience & Requirements**
- Bachelor’s degree major in Accounting, Business Management, Computer Science, Economics, Engineering, or Financial Management
- At least 5 years relevant work experience in administering and reporting of ADB’s non-sovereign products, supporting project processing, project implementation, and portfolio management
- Working knowledge on ADB or similar multilateral development bank’s financial instruments and project/portfolio performance reporting systems - Project Performance Reports, portfolio reports, project/product approvals, and portfolio performance indicators
- Working knowledge of ADB or similar multilateral development bank’s project administration and financial systems
- Strong analytical skills; ability to analyze relationships among several parts of a problem or situation
- Ability to work well with numbers and details
- Proficient in using MS Excel (including its functions, formulas, and creation of charts)
- Good understanding of basic statistical concepts
- Good understanding of ADB' or similar multilateral development bank’s operational processes and procedures
- Has initiative and thinks independently under limited supervision
- Ability to liaise and work effectively with staff within the team and throughout ADB
- Ability to work collaboratively with teams as a constructive team member
- Excellent oral and written communication skills in English
- Please refer to the link for ADB Competency Framework for Administrative Staff Levels 7.

**General Considerations**

ADB offers competitive remuneration and a comprehensive benefits package. Actual appointment salary will be based on ADB’s standards and computation, taking into account the selected individual’s qualifications and experience.

IT Portfolio Management (AVP)

Location: Pasay
Schedule: Monday - Friday, Morning Shift
Salary: Open Budget

Overview: The AVP, IT Portfolio Management is responsible for optimizing the company's IT investment portfolio, ensuring that all IT initiatives and projects are strategically aligned with business objectives and deliver maximum value. This role involves rigorous analysis, prioritization, and monitoring of IT projects, managing resource allocation, and providing strategic insights to senior leadership regarding the health and performance of the overall IT portfolio.

Key Responsibilities:

• Portfolio Strategy & Alignment: Develop and maintain the IT portfolio strategy, ensuring alignment with the overall corporate strategy and business priorities.
• Investment Prioritization: Establish and manage a robust process for evaluating, prioritizing, and selecting IT investments based on strategic value, return on investment (ROI), risk, and resource availability.
• Resource Optimization: Oversee resource planning and allocation across the IT portfolio, ensuring optimal utilization of personnel and financial resources to achieve project objectives.
• Performance Monitoring & Reporting: Implement metrics and reporting frameworks to monitor the performance, health, and progress of the IT portfolio and individual projects. Provide regular, insightful reports and recommendations to senior management.
• Governance & Standards: Define and enforce IT portfolio governance processes, standards, and tools to ensure consistency, transparency, and accountability across all IT initiatives.
• Risk & Dependency Management: Identify, assess, and manage risks and interdependencies within the IT portfolio, developing mitigation strategies to ensure successful project delivery.
• Stakeholder Engagement: Collaborate with business leaders, IT delivery teams, and finance to facilitate informed decision-making regarding IT investments and manage expectations.
• Continuous Improvement: Drive continuous improvement of portfolio management processes and methodologies, adopting best practices to enhance efficiency and effectiveness.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Information Technology, or a related field. PMP, PgMP, or equivalent certification preferred.
• Minimum of 10 years of experience in IT project or program management , with at least 3-5 years specifically in IT portfolio management in a large organization.
• Experience in a fast-paced industry is highly desirable , understanding the pressures and strategic needs of IT investments in such an environment.
• Strong analytical skills with the ability to perform complex financial modeling, ROI analysis, and risk assessment.
• Proficiency in portfolio management tools and software.
• Exceptional communication and presentation skills, with the ability to articulate complex information clearly to diverse audiences, including executive leadership.
• Proven ability to influence without direct authority and drive consensus among various stakeholders.

**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ Graduate of any Business Course (Bachelor's Degree)
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ At least 3-5 years of people management experience particularly in a shared services environment
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
+ Familiar with US GAAP, US Financial Statements (10-K and 10-Q) and financial ratios.
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Financial Spreading activity
+ Willing to work on midshift schedule (5PM to 2AM shift)
+ Willing to report on site based on existing Return to Office policy
**Posting End Date:**
14 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-471932

**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ Knowledge on the structure of Asset Based lending loans and end to end knowledge of the credit life cycle
+ With People management experience
+ Familiar with US GAAP and US Financial Statements (10-K, 10-Q)
+ Have good understanding of Financial Statements
+ Excellent Communication Skills
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Annual Reviews and other Portfolio Monitoring activities
+ Exceptional time management abilities, demonstrated by having robust capacity plan in place to manage peaks and trough in workload
+ Willing to work on midshift schedule (4PM to 1AM shift)
+ Willing to report on site based on existing Return to Office policy
+ Curiosity and an ardent desire to learn more and develop skills independently - learning is a mindset, not a task to complete.
+ Flexibility - our world is ever-evolving, and we are committed to continual improvement to better support our internal and external partners, which means embracing change is the expectation.
**Posting End Date:**
29 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-448106

The Credit Portfolio Senior Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties globally.
**Responsibilities:**
+ Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management
+ Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques
+ Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
+ Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required
+ Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives
+ Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of relevant experience
+ Knowledge of commercial risk analytics
+ Ability to apply credit and risk principles toward business goals
+ Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
+ Proven ability to remain organized in a fast-paced environment, managing multiple projects
+ Proven interpersonal, organizational and analytic skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
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**Job Family Group:**
Risk Management
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**Job Family:**
Credit & Portfolio Risk Management
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**Time Type:**
Full time
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION:
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. br>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide an

Key Responsibilities:
- Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.
- Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.
- Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.
- Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.
- Provide data-driven insights and strategic recommendations to support decision-making across departments.
- Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
- Develop and improve internal financial models, dashboards, and forecasting tools.
- Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
- Support audits, compliance checks, and internal controls related to financial planning processes.
- Participate in cross-functional strategic planning sessions and budgeting cycles.

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
br>As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

Key Responsibilities:
Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.

Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.

Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.

Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.

Provide data-driven insights and strategic recommendations to support decision-making across departments.

Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.

Develop and improve internal financial models, dashboards, and forecasting tools.

Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.

Support audits, compliance checks, and internal controls related to financial planning processes.

Participate in cross-functional strategic planning sessions and budgeting cycles.

Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>
Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>
Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.

Proven expertise in:

Budgeting and sales forecasting

Operational and purchasing cost analysis

Strategic financial modeling and scenario planning

Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.

High level of analytical thinking, attention to detail, and business acumen.

Excellent interpersonal, public speaking, and executive communication skills.

Demonstrated leadership capabilities, with the ability to lead and inspire a small team.

Proficient in MS Excel, PowerPoint, and financial software or ERP systems.

Must be willing to work onsite in Arca South, Taguig City.