
Chief Investment Portfolio Manager
1 week ago
This is a challenging and rewarding opportunity to work as a Senior Financial Planning Assistant. As a member of our team, you will be responsible for monitoring client investment portfolios to ensure alignment with recommended asset allocation.
- Main Responsibilities:
- Monitor client investment portfolios to ensure alignment with recommended asset allocation
- Prepare quarterly/annual client performance reports
- Liaise with product providers and investment platforms
- Update and maintain client Work in Progress log/CRM tool
You will be required to have a Bachelor's degree in Commerce or Finance, as well as at least 3 years of experience in Australian financial planning. Additionally, you should have experience with portfolio management and investments.
Key Skills and Qualifications:- Bachelor's Degree in Commerce or Finance
- At least 3 years of experience in Australian financial planning
- Experience with portfolio management and investments
The role is full-time employment and requires working Monday to Friday (Manila Time). You will also receive benefits such as medical, dental coverage, and life insurance.
Benefits and Career Development- Work-from-home arrangement
- Medical, dental coverage, and life insurance
- Paid vacation and sick leave
- Competitive salary package and annual appraisal
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