Senior Investment Specialist

Cross Border Wealth is looking for a professional, resourceful and courteous Senior Investment Specialist for our Manila, Philippines office. This person will be responsible for supporting all firm wide investment related functions including but not limiited to financial planning, research, analysis, and trading. Excellent command of English both verbal and written is essential. Attention to detail and the ability to work under pressure are also requirements. Below are some of the responsibilities and requirements:

Responsibilities:

• Manage investment platforms.
• Generate financial plans using financial planning software.
• Enter and confirm trades.
• Build and maintain portfolios.
• Research investment ideas.
• Support advisors and clients on data queries.
• Work with minimal supervision.
• Develop and maintain accurate portfolio information.

Required Skills:

• Bachelor's degree in Business Administration, Accounting, Finance, Economics or any related course; CFP/CHFC/CFA/CPA/CIMA/CAIA is an advantage.
• 10 plus years of relevant work experience.
• Computer literate.
• Excel a must.
• Good Numerical Skills.
• Analytical Skills and detail-oriented.
• 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).
• Strong communication and interpersonal skills.
• Client focused with the ability to prioritize responsibilities.
• Proactive and meet tight deadlines while maintaining accuracy and thoroughness.

This is an office-based position. The hours are 2pm-11pm Manila time.

Job Type: Full-time

Pay: Php100,000.00 - Php200,000.00 per month

Benefits:

• Health insurance
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee

Schedule:

• 8 hour shift
• Late shift
• Monday to Friday
• Night shift

Supplemental Pay:

• 13th month salary
• Yearly bonus

Education:

• Bachelor's (Preferred)

Experience:

• Financial analysis: 10 years (Preferred)
• Financial planning: 10 years (Preferred)
• Financial markets: 10 years (Preferred)

Language:

• english (Preferred)

License/Certification:

• Chartered Financial Analyst (Preferred)