Qualifications (heading) / Compétences (titre) Advanced knowledge in financial products & personal financial planning Basic... regulations relating to insurance sales Professional education: LOMA courses or designation, Financial Planning courses...
environment Strong problem solving, process improvement, and project planning skills Qualifications (heading) / Compétences... (titre) CPA (Certified Public Accountant) Minimum of 5 years of experience in the financial services industry...
Financial planning interviews using structured presentation processes and fact find materials. Analyzes, prepares reports...Sun Life Grepa Financial is currently hiring for a Sales Executive for bancassurance who will be assigned in...
the financial, management and regulatory reporting; (2) fulfills people management responsibilities; (3) manages internal... experience in financial and management reporting (local and group reporting) Knowledge and expertise in tax rules...
Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes...
Planning: 1.Conduct financial assessments to analyze clients' current financial status. 2.Develop customized financial... planning, and wealth management. 4.Educate clients on financial literacy to empower informed decisions. 5.Deliver...
Join our esteemed financial services firm in the Philippines as a Client Services Sales Manager at Sun Life of Canada... Associates to drive unit growth, mentor advisors, and deliver exceptional financial services. If you are a dynamic leader...
Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes...
is required for this position Undertakes Financial planning interviews Provides after-sales services What's on Offer? Opportunity...Sun Life Grepa Financial, Inc. (Sun Life Grepa) is a joint venture between the Yuchengco Group of Companies (YGC...
Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes...
Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes...
Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes...
Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful...
Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful... a paycheck we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives...
Preferred skills (heading) / Compétences particulières (titre) Experience in financial reporting and financial systems... administration, a plus. Accuracy and attention to detail. Good organizational skills (planning, time management and priority...
project planning, software development estimation, skills requirements, and leadership activities and in identifying...
, reusability, portability, standardization, and supportability Provide technical expertise to Scrum Masters in project planning... Development (Nice to Have) PEGA Tool Management Knowledge in Release Management, Implementation Planning, and Design Knowledge...
. Responsibilities Monitor Scrum processes and support Product Owner on release planning and backlog management Build high performing...
by someone available in the Philippines, supporting Philippines, Hong Kong, Vietnam, and Indonesia. Major Accountabilities: IT planning... Disaster Recovery plans. Support Crisis management in that decision making process. Supports existing exercise test planning...
collaborative working abilities. Attention to detail and in-depth planning, organizational and time management skills. Comfortable...