Senior Investment Planner

1 week ago


Pagadian, Zamboanga Peninsula, Philippines beBeeInvestment Full time ₱2,909,198 - ₱4,615,324
Financial Planning Expertise Sought After in Australian Firm

A Financial Planning Expert is being sought after by a prominent financial services firm in Australia. The ideal candidate will have strong analytical skills and experience in portfolio management and investments.


Key Responsibilities:
  • Monitor investment portfolios to ensure alignment with recommended asset allocation
  • Prepare recommendations for advisors on changes needed and maintain records of advice
  • Compile quarterly/annual client performance reports and SMSF investment strategies
  • Liaise with product providers and investment platforms

Requirements:
  • Bachelor's Degree in Commerce or Finance
  • At least 3 years of experience in Australian financial planning
  • Experience with Xplan advantageous

What We Offer:
  • Competitive remuneration package
  • Annual performance appraisal
  • Medical, Dental Coverage, and Life insurance from day one
  • Paid Vacation and Sick Leave
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay


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