Location
taguig, national capital region, Philippines
Posted
July 05, 2026
Job Description
Are you passionate about guiding clients toward financial success? Do you thrive in dynamic investment environments and enjoy shaping strategies that make a real impact? Join our team to help us empower clients to achieve their goals.
What You’ll Do:
- Partner with Relationship Managers to deeply understand client needs and identify timely investment opportunities.
- Recommend tailored strategies across cash management, insurance, and investment planning.
- Provide market insights and deliver training sessions to strengthen our sales teams.
- Collaborate with product teams to design innovative investment solutions.
- Drive sales plans and achieve distribution targets while ensuring top-tier client service.
What We’re Looking For:
- Bachelor’s degree or higher in a related field.
- 5+ years of experience as an Investment Consultant or in wealth managem...