58 Client Financial Management Jobs in Province of Makati City - page 5
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Financial Consultant PruLife UK - Team Jed - Makati, Philippines Evaluate clients' financial status and goals. Develop personalized financial plans and investment strategies. Advise on risk management and asset allocation. Monitor client portfolios and adjust More than 30 days ago
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Part-time Insurance Agent JHL Financial Solutions - Makati, Philippines , ensuring compliance with regulatory and ethical standards. Relationship Management & After-Sales Service Maintain strong long-term relationships with clients through regular financial check-ups and strategy More than 30 days ago
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Financial Advisor Orion Summit Life Insurance Agency Inc. - Team Justine - Makati, Philippines Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning. Market Research: Stay updated on financial trends, market conditions, and new financial More than 30 days ago
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Financial Risk Assistant Manager Robert Walters - Makati creativity, collaboration, and forward-thinking. RISK ASSISTANT MANAGER Salary: Competitive and based on experience Location: Makati Keywords: Risk Management, Financial Crimes Compliance, Regulatory 30 days ago
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Finance & Operations Manager DA Prosperitas HOLDING Inc. - Makati, Philippines This role is responsible for managing financial operations on behalf of our clients, ensuring strict compliance with regulatory requirements and maintaining sound financial management practices More than 30 days ago
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Senior Risk Analyst | User Access Management Macquarie Group - Makati Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities 30 days ago
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Licensed Financial Consultant PRU LIFE – Team Zyrine - Makati, Philippines solutions. Prepare and present financial reports, proposals, and recommendations to clients. Ensure compliance with regulatory requirements, industry standards, and company policies. Skills: Financial More than 30 days ago
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Accounting Assistant Beyond D'Numbers Consulting Co. - Makati, Philippines of monthly financial statements Update BIR books of accounts Meeting clients outside the office and do accounting fieldwork Perform other duties as may be assigned by the management Prepare registration More than 30 days ago
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Financial Officer Canyon Cove Hotel & Spa - Makati, Philippines Generation: Create and send invoices to clients for goods or services provided. Payment Processing: Receive and record payments via check, credit card, or electronic transfer. Account Management: Monitor More than 30 days ago
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Accounting Services Lead DA Prosperitas HOLDING Inc. - Makati, Philippines in supervising the team involved in visa processing, ensuring smooth operations and financial accountability. Key Responsibilities: Lead and manage the accounting team in daily financial operations. Oversee client More than 30 days ago
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