Strategic Portfolio Manager

1 day ago

Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱3,600,000 - ₱4,500,000
Senior Financial Planning Professional

We are seeking an experienced Senior Financial Planning Professional to assist in the development and implementation of client portfolio strategies.

Key Responsibilities:
  • Monitor client investment portfolios to ensure alignment with recommended asset allocation.
  • Prepare recommendations for the financial adviser on portfolio changes and maintain accurate records of advice.
  • Develop and implement quarterly/annual client performance reports, providing actionable insights and strategic guidance.
  • Liaise with product providers and investment platforms to facilitate seamless operations and optimize client outcomes.
  • Update and maintain the client's Work in Progress log/CRM tool, ensuring all necessary information is readily available.
Required Qualifications:
  • Bachelor's Degree in Commerce or a related field.
  • A minimum of 3 years of experience in Australian financial planning, with expertise in portfolio management and investments.
  • Prior experience with SMSF (Self-Managed Superannuation Fund) is advantageous.
Benefits:
  • Full-time employment with a Monday to Friday schedule.
  • The opportunity to work from home with flexible arrangements.
  • A comprehensive medical, dental coverage, and life insurance package.
  • Paid vacation and sick leave, as well as opportunities for career growth and development.

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