Lead Portfolio Manager

1 day ago

Mabalacat, Central Luzon, Philippines beBeeInvestment Full time ₱600,000 - ₱800,000

Senior Financial Planning Role

We are seeking a skilled Senior Financial Planning professional to join our team. The ideal candidate will have experience in portfolio management and investments, with a strong understanding of client needs and expectations.

The successful applicant will be responsible for monitoring client investment portfolios, preparing recommendations for advisers on changes needed, and maintaining records of advice. They will also prepare quarterly and annual client performance reports, as well as SMSF investment strategies. Other key responsibilities include liaising with product providers and investment platforms, updating and maintaining the client's Work in Progress log/CRM tool, reconciling fees and commissions, and providing administration support to clients.

Key Qualifications:
  • Bachelor's Degree in Commerce or a related field.
  • At least 3 years' experience working in Australian financial planning.
  • Experience with portfolio management and investments.
  • Preparation of client portfolio reports.
  • SMSF experience preferred.
Benefits:
  • Full-time employment with a competitive salary package.
  • Medical, dental coverage, and life insurance from day one of employment.
  • Paid vacation and sick leave, with quarterly sick leave conversion.
  • Financial assistance program.
  • Mandatory government benefits and 13th month pay.
  • Regular company events, work-life balance, and career growth opportunities.
Equal Employment Statement:

Our organization is committed to equality and diversity in employment practices. We ensure that all employment decisions are conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity, genetic information, and marital status. Our data is processed with full confidentiality.

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