Total 3,143 Others support advisor job vacancies in The Philippines

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies

We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients.

Key Responsibilities

• Partner with Relationship Managers to structure and deliver wealth financing solutions
• Advise on Lombard Lending and other financing solutions for HNW/UHNW clients
• Conduct credit analysis, collateral reviews and risk assessments
• Prepare and present credit proposals for approval
• Work closely with Credit Risk, Legal, Compliance and Operations teams to execute transactions
• Perform ongoing portfolio reviews and credit monitoring
• Support business initiatives and process enhancement projects

Requirements

• Degree in Banking, Finance, Business, Accountancy or related discipline
• Minimum 8 years of Private Banking experience
• Experience in Credit Advisory, Wealth Lending or Lombard Lending
• Strong understanding of private banking credit products and lending structures
• Strong credit analysis, stakeholder management and communication skills
• Proficiency in English and Mandarin to liaise with Chinese-speaking stakeholders

Interested candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.

Claire Ang (R22109899)

EA Licence No: 22S1193

Customer Logistics Management, Dedicated Customer Support; CLM Customer Global Strategy Implementation; CLM Customer Regional Strategy Development & Implementation; Support Customer Profile Analysis; Support Solution Design; Support Supply Chain Strategy; SOP Development; Project Management (Customer Onboarding); Quality Agreement for Implementation; Regular Business Reviews; Structural Issue Resolution (Corrective Actions & Preventative Actions); Escalation Management; Driving Customer Quality; SOP Ownership (Including Change Requests); Customer Improvement of Service Quality; Management of Cost to Serve; Knowledge Management; Reduce Cost of Poor Quality; Engagement with senior leadership (e.g. supply chain/logistics directors including C-suite positions) in customer regional headquarters.

Job Description

Roles & Responsibilities

• Customer Logistics Management,

• Dedicated Customer Support;

• CLM Customer Global Strategy Implementation;

• CLM Customer Regional Strategy Development & Implementation;

• Support Customer Profile Analysis; Support Solution Design;

• Support Supply Chain Strategy;

• SOP Development;

• Project Management (Customer Onboarding);

• Quality Agreement for Implementation;

• Regular Business Reviews; Structural Issue Resolution (Corrective Actions & Preventative Actions);

• Escalation Management;

• Driving Customer Quality;

• SOP Ownership (Including Change Requests);

• Customer Improvement of Service Quality;

• Management of Cost to Serve;

• Knowledge Management;

• Reduce Cost of Poor Quality;

• Engagement with senior leadership (e.g. supply chain/logistics Directors) in customer regional headquarters

Requirements

• Education: Bachelor’s degree or equivalent

• Experience: Six (6) years of relevant work experience at regional level, preferably in logistics field supporting large customers

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

Job Scope 工作范围

1) Keep Centre Facility Clean and Disinfected at All Times 时时保持幼儿园清洁和消毒

2) Washing & Disinfect All Equipments and Learning Materials 清洗和消毒所有幼儿园的设备和教材

3) Assist Other Teachers Whenever Needed协助老师和同事们保持课室的卫生

All other Works Assigned by Supervisor in Helping Out When Required主管指派的所有其他工作在必要时帮助。

Company Overview

Analytical Technologies, established in 1992, serves R&D, QC/QA labs, and production in chemicals, pharmaceuticals, life sciences, electronics, and semiconductors. It partners with top manufacturers and supports clients across SE Asia with offices in Thailand, Malaysia, Indonesia, and the Philippines.

Job Summary

Support sales and product management teams by managing quotations, maintaining CRM account and pricing records, and preparing purchase requisitions to ensure smooth procurement and sales operations.

Responsibilities

• Assist Sales Manager and Product Manager in managing and processing quotations to support sales activities
• Maintain accurate and up-to-date account records and pricing databases within the company’s CRM system to ensure data integrity
• Prepare and submit purchase requisitions to vendors and suppliers to facilitate timely procurement

Preferred competencies and qualifications

• Nitec or Higher Nitec in Business Services, Logistics, Supply Chain, or Engineering
• Demonstrated experience of one year or more in sales support, purchasing, or administrative roles
• Ability to learn new ERP software to support operational efficiency
• Strong organizational skills to manage multiple tasks effectively in a fast-paced environment
• Exceptional attention to detail to ensure accuracy in records and documentation
• Ability to multitask and prioritize work to meet deadlines

• Well Established Company
• Basic up to $2600 + AWS + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: Gul Circle (company transport provided)
• Working day: Monday to Friday
• Working hours: 8.15am to 5.15pm

Job Responsibilities:

• Administrative support to sales department.
• Handling urgent calls, emails, and messages from existing customers when Sales Representatives are unavailable.
• Handling incoming orders with sales representatives by checking for correct prices, discounts, product numbers and inventory before generating of sales order.
• Attend to walk in customer when marketing department is preoccupied.
• To update on commercial team sales revenue based on data provided by the accounts department.
• To follow up with key customer on after sales matter such as dispute on service quote, service matter or loan unit with sales department head.
• Prepare quotations.
• Other ad hoc duties as assigned.

Job Requirements:

• Possess minimum GCE ‘O’ Level / Nitec / Diploma qualification or equivalent.
• Possess minimum 2 years’ experience as a Sales Coordinator or Customer Service role in similar capacity may be advantageous

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

LIONG ZHAO GUAN (R22107632)

EA Recruitment Pte Ltd

EA License No: 21C0492

Have you ever felt…

• Capable of much more than your current job allows?
  
  

• Stuck in a routine that repeats itself day after day?
  
  

• Overlooked, underpaid, or taken for granted despite your effort?
  
  

• Tired of working hard just to make someone else richer?
  
  

If that sounds like you, this could be the turning point you’ve been waiting for.

We are looking for ambitious, driven individuals who are ready to break free from the ordinary and build an extraordinary career as a Wealth Strategy Advisor.

Have you ever felt…

• Capable of much more than your current job allows?
  
  

• Stuck in a routine that repeats itself day after day?
  
  

• Overlooked, underpaid, or taken for granted despite your effort?
  
  

• Tired of working hard just to make someone else richer?
  
  

If that sounds like you, this could be the turning point you’ve been waiting for.

We are looking for ambitious, driven individuals who are ready to break free from the ordinary and build an extraordinary career as a Wealth Strategy Advisor.