Chief Investment Strategist

2 days ago


Bacoor, Calabarzon, Philippines beBeeInvestment Full time ₱600,000 - ₱800,000
Financial Planning ExpertiseAbout the Role

This is a part-time remote position for an experienced financial planning expert. Key responsibilities include providing personalized investment guidance, helping clients with retirement planning, managing portfolios, and offering general financial advisory services.

Main Responsibilities
  • Develop comprehensive financial plans tailored to individual client needs, incorporating analysis of market trends and economic factors.
  • Analyze complex financial data to identify opportunities for growth and improvement, ensuring clients' goals are met efficiently.
  • Stay up-to-date with the latest market developments, regulatory changes, and industry best practices to provide informed advice.
Key Requirements
  • Strong analytical skills and problem-solving abilities to interpret financial data and make strategic recommendations.
  • Excellent communication and interpersonal skills to effectively engage with clients and convey complex information clearly.
  • Ability to work independently and remotely with minimal supervision, leveraging technology to enhance productivity.
  • Bachelor's degree in Finance, Economics, or related field preferred, with relevant certifications (e.g., CFP, CFA) highly valued.
What We Offer
  • A dynamic, remote work environment that promotes flexibility and work-life balance.
  • Ongoing professional development opportunities to stay current with industry advancements.
  • A collaborative team culture that fosters open communication and mutual support.


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