Financial Advisor

2 days ago

Quezon City, National Capital Region, Philippines PanaMatrix Analytics Full time ₱150,000 - ₱200,000 per year

Financial Advisor / Portfolio Manager

Position: Freelance / Part-Time / Full-time

Compensation: Performance-Based (Profit Sharing) + Lucrative Bonuses and Incentives


About Us

We are a cutting-edge quantitative research and investment solutions group offering ready-made, fully customized quant investment portfolios. These portfolios are designed for high-net-worth individuals (HNIs), private investors, and financial institutions, and come with complete performance metrics and real-time portfolio monitoring.

Our mission is to deliver precision-driven alpha through advanced quantitative strategies that compound wealth intelligently.


Role Overview

We are seeking an experienced and licensed Financial Advisor or Portfolio Manager to introduce and offer our quant portfolios to select clients. This is a freelance or part-time role with a performance-based compensation structure, making it highly attractive for driven professionals with strong networks and proven client trust.


Key Responsibilities
  • Present and promote quant investment portfolios to HNIs, private investors, and institutions.
  • Build and maintain client relationships with a focus on long-term portfolio growth.
  • Act as the primary liaison between clients and our quant team for portfolio onboarding.
  • Ensure all offerings comply with financial regulations and client suitability requirements.
  • Achieve sales and performance targets, unlocking lucrative bonuses and incentives.

What We Offer
  • Exclusive access to fully developed, quant-backed portfolios with real-time monitoring dashboards.
  • A performance-based compensation model: earnings are directly tied to portfolio profits.
  • Additional bonuses and incentives when client acquisition and performance targets are exceeded.
  • Flexible, part-time or freelance structure that allows you to leverage your existing client network.
  • The opportunity to represent a cutting-edge investment product positioned as an alternative to elite quant funds.

Qualifications
  • Must be a licensed Financial Advisor, Portfolio Manager, or equivalent with proper accreditation.
  • Strong existing network of HNIs, private investors, or institutional contacts.
  • Proven track record in portfolio management, wealth advisory, or investment sales.
  • Ability to simplify and communicate complex investment strategies to clients.
  • Highly motivated, entrepreneurial, and performance-driven.

Compensation
  • Profit-Sharing Model: Earn from the net profits of client portfolios.
  • Lucrative Bonuses for meeting acquisition and performance targets.
  • Incentives structured for long-term wealth creation alongside clients.

How to Apply

Send your CV, proof of license/accreditation, and a short cover letter highlighting your client base and track record


This role is ideal for ambitious financial professionals who want to go beyond traditional advisory and represent next-generation quant portfolios with global-level precision and upside.

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