Financial Consultant - Makati City
Full-time
Sun Life - Otto the Great Unit
We are looking for individuals with experience working in a Bank or any Financial Institution who are seeking extra income and a purposeful side hustle.
The main task is to expand base of individual and corporate clients by developing individualized solutions for financial requirements such as emergency fund, retirement fund, education fund and income protection among others, based on needs analysis.
Join a fast growing team of Financial Advisors.
Part Time or Full Time position are accepted.
- Enjoys meeting people
- Willing to learn in-depth about managing personal finances
- Service-oriented
- Has a mindset of an entrepreneur (can deliver results with minimum supervision)
- Likes to earn unlimited income
- Motivated by challenges
- Excellent in time management
IMPORTANT: Must be able to join trainings, has a laptop or PC and fast internet connection
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Makati City in Taguig vacancy
- ...Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial needs and develop... ...Experience Level: 1–3 years of relevant experience in financial consulting or a related area Skills and Competencies: Strong...
- ...Job Title: Mid SAP FICO Functional Consultant Category: ERP / CRM / Tools Location: Taguig City Work Setup: Hybrid – 3 days onsite per week Work Schedule... ...enhancements, and project delivery across SAP Financial Accounting (FI) and Controlling (CO) modules....
- ...This can be a Part-time/ Full-Time remote role for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for managing client relationships and providing financial guidance and recommendations. The Financial Wealth Planner will also analyze financial...
- ...We’re Hiring! Part-Time Financial Consultant Looking for a meaningful side hustle that can grow into something big? Join our team as a Part-Time Financial Consultant ! We’re on the lookout for driven, positive, and goal-oriented individuals who want to earn extra...
- ...As Financial Advisors, we educate and serve Filipino Families through life insurance. We help clients achieve their financial goals by providing expert advice on investments, retirement planning, and other financial products, while building strong client relationships...
- ...Build a career with purpose as a Financial Consultant at Pru Life UK. Help individuals and families secure their financial future by providing professional financial advice, protection solutions, and personalized plans aligned with their goals. Responsibilities...
- ...Financial advisors at insurance companies play several important roles that help clients navigate the complexities of financial planning, risk management, and insurance needs. Here are the key roles they typically perform: Assessing Client Needs: Financial advisors...
- ...Description Advise clients on financial planning and investment strategies. Analyze client financial status and make recommendations. Assist clients in understanding financial products and services. Develop and maintain strong relationships with clients....
- ...Assist clients with financial planning, provide investment advice, and develop tailored financial strategies. Analyze clients’ financial data and goals. Provide tailored investment and savings strategies. Monitor market trends and economic conditions. Develop...
- ...Description Provide expert financial advice to clients based on their individual needs and financial goals. Analyze financial data... ...information. Requirements Job Title: Financial Consultant Job Function: Financial Consultant Qualities and Traits...
- ...Job Summary: As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial...
- Present and promote a variety of Traditional and Variable insurance products to bank clients. Achieve sales targets and drive new business acquisition within assigned branches. Build and maintain strong relationships with clients and bank partners to ensure business...
- ...Description Analyze client financial situations and develop personalized financial strategies. Provide expert advice on investment... .... Experience Level: 1-3 years of experience in financial consulting or advisory roles. Skills and Competencies: Strong sales...
- 1. Prepare and issue checks, bank transfers, outward remittances, and BIR Form 2307 to Suppliers and Employees. 2. Review invoices and payment requests for accuracy, compliance, and proper authorization before payment preparation. 3. Input accurate accounting entries ...
- ...Description Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial situations... .... Experience Level: 1-3 years of experience in financial consulting or related fields. Skills and Competencies: Strong sales...
- ...Provide expert financial advice to clients, ensuring the best financial solutions are recommended. Analyze clients' financial situations... .... Experience Level: 1-3 years of experience in financial consulting or a related role. Skills and Competencies: Strong...
- ...Financial Solutions Consultant (FSC) Locations: Pasay, Cavite, BGC, Makati, Quezon City, Quiapo, Baguio, Olongapo, Pampanga, Pangasinan Job Summary We are looking for driven and customer-focused individuals to join as Financial Solutions Consultants (FSC). In...
- ...We are seeking Recruitment Consultants to be part of our Talent Delivery Center and support our business and clients around the world. This is an exciting and challenging opportunity available for a mid to senior level Recruitment professional to join a global talent management...
775000 $ per day
...environment spark your interest? Then, Accenture Strategy and Consulting is the right place for you to explore limitless possibilities... ...holistically, supporting our people’s physical, mental, and financial health. We also provide opportunities to keep skills relevant...775000 $ per day
...Analyst/ Consultant - Insurance Find endless opportunities to solve our clients' toughest challenges, as you work with exceptional... ...being holistically, supporting our people’s physical, mental, and financial health. We also provide opportunities to keep skills relevant...- ...Retirement Specialist to join a fast-growing team in Taguig City. In this role, you will be responsible for assisting... ...options and benefits Provide personalized consultations to assess clients' financial situations Communicate effectively with clients via...
- ...Position: Analyst – Financial Planning & Analysis Location: BGC, Taguig City Company: New Change Group of Companies (NCGOC) The Financial Analyst... ...invoicing and collections Coordinate with tax consultants and ensure compliance with local taxes Collaborate...
- ...the year of 2006. They provide or operate within the finance and insurance of their client. Industry: Financial - Insurance Agency Location: BGC, Taguig City Salary: Php35,000 – Php40,000 Schedule: Monday – Friday (Dayshift) Work Set up: Work on site...
- ...JOB TITLE: SAP S/4 HANA Finance Consultant WORK SET UP: Onsite in Cebu, Mandaluyong, Muntinlupa, Quezon City, Taguig WORK SHIFT: Depends with the client and project... ...Costing • Asset Accounting & Project Systems • Financial Supply Chain Management • Treasury &...
775000 $ per day
...environment spark your interest? Then, Accenture Strategy and Consulting is the right place for you to explore limitless possibilities... ...boundaryless collaboration across the entire organization. Financial Services Consultant (Capital Markets) Open to cross-country...- ...and craftsmanship. Industry: Construction Firm Location: Makati City Salary: Php 65,000 – Php 75,000 Schedule: Monday-Friday... ...renewals, including coordination for business tax audits. Prepare financial statements, budgets, forecasts, and management reports with...
- ...to their client. Industry: Construction Company Location: Makati City Schedule: Monday to Friday SALARY: Php60,000-Php80,000... ...experience as an Accountant Knowledgeable in accounting principles, financial reporting Can start as soon as possible Amendable to...
- ...travel professional looking for a massive salary upgrade? We are hiring specialized communication talent for our premium Financial Account in Taguig City ! We are blending travel expertise with financial services, offering an industry-leading compensation package for...
- ...company in the Philippines. They started operating in the Philippine year 1991 POSITION: Financial Accounting Supervisor INDUSTRY: Construction Company WORK LOCATION: Makati City WORK SCHEDULE: Monday to Friday 8am to 5pm SALARY : Php65,000-Php75,000 WORK...
- ...in Canada and Australia. This firm specializes in business consulting, systems integration, and IT services. Position: Financial Data Analyst Company Industry: IT Company Location: McKinley Taguig City Salary Offer: Php24,000-Php28,000 Work Schedule: Amenable...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Makati City. Be the first to apply!
