Financial Advisor jobs in Davao

A leading financial advisory firm in Philippines is seeking a skilled Financial Advisor. The role involves providing expert guidance to clients, building strong relationships, and staying informed about financial products and market trends. Ideal candidates will possess excellent analytical, communication, and problem-solving skills. This opportunity offers a chance to make a significant impact...

Overview We are seeking a knowledgeable and motivated Financial Advisor to join our team. The Financial Advisor will be responsible for providing clients with personalized financial advice, helping them plan and manage their financial goals, and recommending products and services that align with their needs. The ideal candidate will have strong communication skills, in-depth knowledge of...

Client Consultation Meet with clients to assess their financial goals, risk tolerance, and current financial status. Educate clients on financial products, investment strategies, and savings plans. Financial Planning & Investment Management Develop customized financial plans based on client needs. Recommend and manage investment portfolios, retirement accounts, and insurance policies. -...

Job Description - Connect with clients to identify their financial goals, priorities, and challenges. - Analyze financial information to design tailored financial plans. - Provide recommendations on appropriate financial products and strategies, including insurance, investment options, and savings plans. Qualifications - Open to college graduates, even without prior experience. - Applicants...

A financial services firm in Davao del Sur is seeking a Financial Consultant to provide comprehensive financial guidance to clients, analyze their financial situations, and achieve sales targets. The ideal candidate will possess a Bachelor's degree in a related field and 1-3 years of experience in a client-facing role. Strong analytical and interpersonal skills are essential for success in this...

Share Job Description - Handle customer inquiries regarding banking services. - Support loan processing and documentation. - Assist in branch operations and administrative tasks. - Maintain accurate records and reports. - Collaborate with team members to achieve branch objectives. - Ensure compliance with banking regulations and policies. Responsibilities - Handle customer inquiries regarding...

Former Customer Services Branch - TMR This position is part of the Department of Customer Services, Open Data and Small and Family Business (CDSB) as part of the recent Machinery‑of‑Government changes. CDSB is currently in negotiations for a certified agreement to cover all CDSB employees. In the meantime, the TMR Agreement conditions apply to this position. Take on a key role that combines...

Job Description - Prepare financial reports and account reconciliation reports according to company policies on a periodic basis. - Ensure maintenance of the general and subsidiary ledgers. - Prepare tax documents for timely filing of company tax. - Prepare and adjust finance journal entries as required. - Assist in managing account payable and receivable activities. - Reconcile monthly general...

A leading financial services provider in Davao City is seeking a motivated Financial Sales Associate to deliver life insurance and wealth management solutions to clients. This role requires strong interpersonal skills and a background in sales, ideally with bancassurance experience. You will work with sales teams to foster long-term client relationships and meet sales targets. Join us for a...

Une entreprise d'assurance financière recherche un(e) Financial Sales Associate à Davao City pour fournir des solutions d'assurance-vie et de gestion de patrimoine. Le candidat idéal a un diplôme universitaire et idéalement, une expérience en ventes bancaires. Ce poste implique de travailler en étroite collaboration avec les équipes de vente et de service pour renforcer les relations client et...

A leading financial services firm in Davao del Sur is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients. The ideal candidate possesses a Bachelor's Degree and has experience in sales, particularly in the banking sector. Strong customer service, interpersonal skills, and the ability to work well in a team are essential. This position requires...

A professional services organization in the Philippines is seeking an Insurance Agent to sell various insurance policies, including health and life insurance. Applicants should possess strong sales and communication skills, and a high school diploma is the minimum requirement, with a preference for a college degree in business or finance. State licensing is mandatory. This role offers the...

A leading financial institution in the Philippines is seeking an SME Officer to market products and identify business opportunities. This role involves generating a quality portfolio, conducting client visits, and preparing credit proposals. Ideal candidates must have at least 1 year of experience with SME accounts and proficiency in Windows programs. Frequent travel to provincial areas is a...

Overview Quick Rundown: We are seeking a full-time Chief Financial Officer (CFO) who is a critical leadership role reporting directly to the Chief Executive Officer (CEO) and Vice President (VP of Operations). This individual will be responsible for the overall financial health and strategic financial direction of the company, encompassing financial planning, analysis, reporting, controls, tax,...

Position Title: Chief Financial Officer Work Set Up: On-Site Schedule: 2:00 PM to 11:00 PM PH Time Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga Quick Rundown: We are seeking a full-time Chief Financial Officer (CFO) who is a critical leadership role reporting directly to the Chief Executive Officer (CEO) and Vice President (VP of Operations). This...

Job Description - Provide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance. - Develop and implement financial plans tailored to clients' individual needs and goals. - Build and maintain relationships with clients, providing ongoing support and guidance. Requirements: - Education: Bachelor's degree in Finance, Economics,...

A financial services firm in Davao del Sur is seeking a Financial Consultant to provide comprehensive financial guidance to clients, analyze their financial situations, and achieve sales targets. The ideal candidate will possess a Bachelor's degree in a related field and 1-3 years of experience in a client-facing role. Strong analytical and interpersonal skills are essential for success in this...

A leading BPO company in the Philippines is seeking a Bookkeeper to prepare financial reports, maintain ledgers, and manage accounts. The ideal candidate will hold a Bachelor's degree in Accountancy or Financial Management, possess strong QuickBooks skills, and have 1-3 years of experience in US client bookkeeping. Proficiency in MS Office is a plus. This role offers a work-from-home setup with...

Job Description Provide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance. Develop and implement financial plans tailored to clients' individual needs and goals. Build and maintain relationships with clients, providing ongoing support and guidance. Requirements: Education: Bachelor's degree in Finance, Economics,...

The Advisor provides expert guidance and support to clients or internal stakeholders on a variety of topics. This role requires strong analytical, communication, and problem-solving skills, as well as a deep understanding of relevant industry knowledge and best practices. The Advisor acts as a trusted resource and builds strong relationships with clients to ensure their success. - Strong...