
Expert Financial Portfolio Manager
1 day ago
We are seeking a highly skilled financial professional to manage client investment portfolios and provide expert recommendations.
About the Role
This position requires a deep understanding of asset allocation strategies and the ability to maintain accurate records of advice.
Key Responsibilities
- Monitor client portfolios for alignment with recommended asset allocation
- Prepare comprehensive reports on portfolio performance
- Develop tailored investment strategies for SMSF clients
- Collaborate with product providers and investment platforms
- Provide administrative support to clients and maintain CRM tools
Benefits
- Work-from-Home arrangement for optimal flexibility
- Comprehensive medical, dental coverage, and life insurance from day one
- Paid vacation and sick leave with quarterly sick leave conversion
- Competitive salary package and regular annual appraisals
- Financial Assistance Program for enhanced well-being
- Mandatory government benefits and 13th month pay
- Regular company events and career growth opportunities
Working Hours
Monday to Friday, 8:00 AM to 5:00 PM Manila Time
Enjoy a healthy work-life balance in this dynamic role.
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