Senior Portfolio Management Associate

2 days ago

Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,500,000
Job Description

Join our organization as a Senior Financial Planning Assistant to work on exciting projects in the financial planning field. This role involves assisting in managing client investment portfolios, preparing recommendations for advisers, and creating client performance reports.

Required Skills and Qualifications
  • A Bachelor's Degree holder of any related course in Commerce or Finance is required.
  • At least 3 years of previous experience working in Australian financial planning is essential.
  • Experience with portfolio management and investments is a must.
  • Preparation of client portfolio reports is a crucial skill.
  • Preferred qualifications include SMSF experience.
Benefits
  • This role offers a competitive salary package and annual appraisal.
  • Employees enjoy medical, dental coverage, and life insurance from day one of employment.
  • Our company provides paid vacation and sick leave with quarterly sick leave conversion.
  • Additionally, we offer regular company events, work-life balance, and career growth opportunities.
Others

As an employee, you will be expected to maintain confidentiality and adhere to our organization's policies and procedures.

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