Portfolio Management Specialist

1 day ago

Mandaluyong City, National Capital Region, Philippines beBeeInvestment Full time ₱360,000 - ₱480,000

Key Responsibilities:

  • Review client portfolios to ensure they meet recommended investment strategies
  • Provide recommendations for changes and maintain records of advice
  • Create quarterly/annual performance reports for clients
  • Develop SMSF Investment Strategies for clients
  • Foster relationships with product providers and investment platforms
  • Maintain accurate records in CRM tools
  • Verify fees and commissions

Requirements:

  • Bachelor's Degree in Commerce or a related field
  • At least 3 years experience in Australian financial planning
  • Expertise in portfolio management and investments, including report preparation
  • SMSF experience is preferred

Nice to Have:

  • Xplan experience would be advantageous
  • Strong attention to detail and multitasking skills
  • Proactive approach to work

About the Role:

We offer a wealth management service that includes investments, insurance, and GICs (Guaranteed Investment Certificates). Our services include financial planning, business management, investment management, and pension consulting. We aim to provide tailored solutions for our clients' financial needs.

We provide a competitive salary package, annual appraisals, flexible work arrangements, medical and dental coverage, life insurance, paid vacation and sick leave, and opportunities for career growth and development.

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