This is a great opportunity for someone who wants to join a growing team with a great company culture.
Company Profile: Our client is a US-based investment advisory firm that focuses on providing specialized cross-border wealth management solutions for US-connected individuals and their families who are living all over the world. Headquartered in New York, with global presence spanning the United States, Middle East to Asia, their team of cross-border wealth management specialists is strategically positioned to serve clients wherever their financial journey has taken them.
They optimize US retirement plans such as 401(k), 403(b) and IRA for US-connected global citizens. Likewise, their cross-border specialists help US residents manage their UK private pension plans and QROPS. They offer comprehensive cross-border financial planning that addresses the challenges faced by US-connected global citizens when dealing with multi-jurisdiction tax, compliance and currencies.
Duties and Responsibilities: Enter and confirm trades.Research investment ideas.Build and maintain portfolios.Develop and maintain accurate portfolio information.Provide investment advisories to US connected individuals.Support advisors and clients on data queries.Work with minimal supervision.Requirements Bachelor's degree in business administration, Accounting, Finance, Economics or any related course.At least 10 years of relevant work experience.At least 10 years of experience in financial planning, financial analysis, and financial markets.Good knowledge of Financial Markets & Financial Planning.Background in financial planning, securities research, asset management, and operations (e.g trade processing, trade booking brokerage services, etc).Good Numerical Skills. Analytical and detail oriented.Computer literate. Excel is a must.Strong communication and interpersonal skills.Client focused on the ability to prioritize responsibilities.Proactive and meet tight deadlines while maintaining accuracy and thoroughness.Advantageous but not required:
CFP/ CHFC/ CFA/ CPA/ CIMA/ CAIA is an advantage.Related experience outside the Philippines.Job type: Permanent
Emp type: Full-time / Direct Employment
Schedule: Monday to Friday: flexible, 12PM earliest time in, MNL time
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