Senior Investment Portfolio Manager

2 days ago


Caloocan City, National Capital Region, Philippines beBeeFinancial Full time ₱360,000 - ₱520,000
Job Opportunity

We are seeking a highly skilled Senior Financial Planning Assistant to take on a key role in our organization.

About the Role

The ideal candidate will have a Bachelor's Degree in Commerce or a related field and at least 3 years of experience in Australian financial planning.

Main Responsibilities
  • Monitor client investment portfolios and ensure they align with recommended asset allocation
  • Prepare recommendations for advisers on changes needed and maintain records of advice
  • Develop quarterly and annual client performance reports
  • Design SMSF investment strategies
  • Liaise with product providers and investment platforms
  • Update and maintain client Work in Progress logs/CRM tools
  • Reconcile fees and commissions
Required Skills and Qualifications
  • Bachelor's Degree in Commerce or a related field
  • At least 3 years of experience in Australian financial planning
  • Experience with portfolio management and investments
  • SMSF experience preferred
Benefits

Our company prioritizes equal employment opportunities and confidentiality of data processed.

About Us

We strive to provide a Great Place to Work environment.



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