Offer summary

Qualifications:

Bachelor's Degree in Commerce or Finance-related field, Minimum 3 years of experience in Australian financial planning, Experience in portfolio management and client reporting, Proficiency in SMSF and Xplan is advantageous..

Key responsabilities:

Monitor and manage client investment portfolios according to asset allocation guidelines

Prepare recommendations and records of advice for financial advisers

Generate Quarterly and Annual performance reports for clients

Liaise with product providers and maintain client administration support.

Job description

Schedule: Monday – Friday (06:00 AM - 03:00 PM Manila Time)

What are we looking for?

Skills Required:

Bachelor's Degree holder of any related course in Commerce or Financial
At least 3 years previous experience working in Australian financial planning
Experience with portfolio management /investments. Preparation of client portfolio report
SMSF Experience preferrable

Nice to Have:

Xplan experience advantageous
Attention to detail and multitask
Proactive

What will you do?

Monitor client investment portfolios to ensure they remain in line with recommended asset allocation
Prepare recommendations for the adviser on any changes needed and prepare records of advice
Prepare Quarterly/Annual client performance reports
Prepare SMSF Investment Strategies
Liaising with product providers and investment platforms
Update and maintain the client Work in Progress log/CRM tool
Reconcile fees and commissions
Liaise with client for any administration support

Join the awesome team and enjoy these benefits & perks:

WFH
Medical, Dental Coverage and Life insurance from day 1 of employment
Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
Competitive salary package and annual appraisal
Financial Assistance Program
Mandatory Government Benefits and 13th Month Pay
Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is a wealth management firm that offers investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting. They aim to provide tailored solutions to meet clients' financial need

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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