Portfolio Coordinator - Makati

We are seeking a highly organized and motivated Portfolio Coordinator to support our team. This is a junior-level role ideal for someone who is hard-working, eager to learn, and excited to grow in a fast-paced environment. The role will provide day-to-day support across portfolio ...

We are seeking a highly organized and motivated · Portfolio Coordinator · to support our team. This is a junior-level role ideal for someone who is hard-working, eager to learn, and excited to grow in a fast-paced environment. The role will provide day-to-day support across portf ...

The job is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team. · ...

Document Specialist · Must Haves: · Bachelor's degree in a related field (e.g., business, communications, information management). · years of experience in document management or a related field · Strong organizational and project management skills, with the ability to manage mul ...

We are seeking a Commercial Banking Portfolio Coordinator for Portfolio Support Services. You will review credit information of loans for companies and respond to customer inquiries. · 2+ years of financial analysis experience · ...

A Wells Fargo is seeking Commercial Banking Portfolio Coordinator. · ...

As the Specialist, you will develop document management policies and procedures and review documentation for accuracy and compliance. · Requirements · • Bachelor's degree in a related field (e.g., business, communications, information management). · • 1-3 years of experience in d ...

The Liquidity Dealer plays a critical role in managing short-term investment and liquidity strategies across portfolios. This position ensures the timely execution of money market, time deposit, and feeder fund transactions. · ...

Job Summary · Primarily responsible for reviewing client portfolios to ensure that the client is adequately protected by virtue of insurance policies and investments and to assist in financial and estate planning for the clients of Wealth Management Group. · How will you contribu ...

Company: OneLot Financing Corporation · Location: Makati, Philippines · About OneLot: · OneLot is reimagining the used car financing industry in the Philippines. As a fast-growing startup, we empower used car dealers with accessible financial solutions and an easy-to-use digital ...

People Management · Develop and enhance technical competencies, as well as soft skills, of team members through coaching and mentoring. · Aid in the personal development of team members by recommending and providing them with proper external/internal trainings. · Provide guidance ...

Job Summary · Responsible for monitoring and analyzing market movements and recommends investment opportunities to be taken' responsible for scouting, canvassing, evaluating, negotiating and executing trading transactions for all trust and fiduciary accounts in the money market, ...

+ Portfolio Manager Job Title: Portfolio Manager · The role will drive credit portfolio growth to achieve the Bank's profitability targets, guided by specific guardrails to mitigate credit risk. · + Qualifications:Must have a Bachelor's degree from a college/university and prefer ...

DUTIES AND RESPONSIBILITIES: · Meets account persistency of more than 95% both in annual membership fees and in headcount. · Assists the BROs when they can no longer handle the tasks at hand. · Handles verbal and written queries and complaints of corporate accounts. · Presents ut ...

Role Description · This is a full-time on-site sales role located in Makati. Key responsibilities include acquiring and managing a portfolio of clients, identifying new business opportunities, providing financial advice, and ensuring customer satisfaction. The role requires close ...

The Leasing Coordinator supports the leasing team in managing and expanding the company's commercial property portfolio. This role ensures smooth leasing operations, maintains accurate documentation, and assists in optimizing tenant mix and occupancy to contribute to the profitab ...

Grow your career with BDO's Risk Management Group Join our team where your expertise fuels growth for leading corporations and institutions As a Section Head you'll oversee the credit evaluation of corporate risk assets across bank products ensuring highest standards of credit du ...

Metro Manila · Onsite – 5x per week · Salary: Negotiable | Competitive Executive Package · Role Summary · A senior credit leadership role responsible for portfolio governance, risk oversight, and quality assurance of commercial credit proposals. The role ensures disciplined credi ...

We're looking for a Relationship Manager to ensure seamless, disciplined, day-to-day account management with our assigned dealership partners. · Own day-to-day execution and account support for assigned dealerships under OneLot's B2B2C consumer financing program. · Support dealer ...

Assists the Market and Liquidity Risk Department Head in the identification, monitoring, measuring and controlling of market risks, interest rate risk and liquidity risks to ensure that exposure are within the approved limits and risk parameters. · Major Responsibilities: · Comp ...