Client Financial Management Jobs in Makati City

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

from: bossjob.ph - More than 30 days ago

JHL Financial Solutions - Makati, Philippines (+1 location)

, 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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - 30 days ago

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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - 30 days ago

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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - More than 30 days ago

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

from: bossjob.ph - More than 30 days ago