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Wealth Management Associate

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Cebu City, Central Visayas, Philippines Tahche Careers Full time
About the Role

We are seeking a detail-oriented and proactive Portfolio Rebalancing Associate to oversee our portfolio rebalancing system in Black Diamond. In this role, you will be responsible for implementing investment allocation models, managing client requests for funds, monitoring cash balances, executing trades on a weekly basis, and overall system functionality.

Key Responsibilities
  • Implement assigned investment allocation models that align with client objectives and rebalance portfolios according to predetermined tolerance bands.
  • Regularly assess portfolio deviation and make necessary adjustments, recommending informed trades when clients have cash needs while considering their investment goals.
  • Monitor cash balances in client accounts to identify available funds for investment and implement dollar cost averaging schedules.