Chief Investment Officer

This position will play a key role in supporting all investment-related functions across the firm, including financial planning, research, portfolio construction and trading.

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As part of our continued global expansion, we are seeking a Chief Investment Officer to join our Manila office and support firm-wide investment operations and advisory functions.

The Chief Investment Officer will play a key role in supporting all investment-related functions across the firm, including financial planning, research, portfolio construction, and trading. This position requires a highly detail-oriented professional with strong technical skills, the ability to work independently, and a solid understanding of financial markets and advisory operations.

Key Responsibilities

Investment & Portfolio Support

• Manage and maintain investment platforms and systems
• Build, rebalance, and maintain client portfolios
• Enter, execute, and confirm trades accurately and on time
• Maintain accurate portfolio records and reporting data

Financial Planning & Analysis

• Generate comprehensive financial plans using approved planning software
• Support advisors with financial modeling, scenario analysis, and projections
• Respond to advisor and client data queries related to investments and planning

Research & Operations

• Research investment ideas, funds, and strategies
• Support securities analysis and due diligence
• Assist with operational workflows related to trading, reconciliation, and reporting
• Ensure accuracy and timeliness of all investment-related outputs

Collaboration & Process Improvement

• Work closely with advisors, operations, and compliance teams
• Identify and recommend process improvements where appropriate
• Operate effectively with minimal supervision in a fast-paced environment

Skills and Requirements

Required

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• Minimum 10 years of relevant experience in investment operations, financial planning, asset management, or research
• Strong proficiency in Microsoft Excel (advanced level)
• Excellent analytical and numerical skills with exceptional attention to detail
• Solid understanding of:
• Financial markets
• Portfolio construction
• Financial planning concepts
• Trade processing
• Investment operations
• Excellent written and verbal English communication skills
• Ability to manage priorities, meet deadlines, and work independently

Preferred

• Professional designations such as CFA, CFP, CHFC, CPA, CIMA, CAIA a plus
• Experience supporting advisors in a wealth management or RIA environment
• Exposure to U.S.-based investment advisory or cross-border client structures

Benefits

• Monthly pay range: ₱100,000 to ₱250,000
• Comprehensive health insurance
• Paid leaves and holidays
• Performance-based bonus opportunities
• Clear career advancement path

Schedule and Work Setup

• Monday to Friday
• 8 hour afternoon shift
• Office-based (Alabang, Muntinlupa)

Job Type: Full-time

Pay: Php100,000.00 - Php250,000.00 per month

Benefits:

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

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)