Expert Financial Portfolio Manager

1 day ago


Calamba, Calabarzon, Philippines beBeeFinancial Full time ₱600,000 - ₱800,000
Strategic Financial Planning Associate

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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