Full-Time Principal Portfolio Manager – Aklan Province
Job Description
The firm is actively recruiting self-employed Portfolio Managers. The portfolio manager acts as the client’s primary point of contact. They will have an in-depth knowledge of advanced wealth management and investment strategies. The successful candidate will have deep expertise in impact/mission-related investing. The portfolio manager is responsible for developing and maintaining relationships with new and existing clients. One of the responsibilities is overseeing the delivery of wealth management services to the client. This will necessitate constant communication with the client and coordination with any other advisors the client may have. This position will oversee a team of client support professionals, such as analysts and administrators, who help deliver essential financial services such as investment management, tax preparation, and financial planning.
Job Title : Principal Portfolio Manager
Location : Aklan Province, Aklan Province, Philippines
Salary : $ 35.62 per hour.
Company : Safeguard Scientifics Inc.
Job Type : Full-Time
Qualifications:
- Provide advice to individuals and family foundations to help them realize their mission and impact investing objectives.
- Direct contact with attorneys, accountants, and other financial, tax, and estate planning specialists.
- To create an investment and financial strategy based on goals, you must gain understanding about the client’s whole financial and family circumstances.
- Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements.
- With each client, creates an investment policy statement (IPS) based on their goals, objectives, and risk tolerance.
- Keep an eye on how well managers are doing in comparison to industry norms, and use that data to inform clients about what’s helping and what’s hurting their businesses.
- Quarterly reviews of asset allocation in relation to policy and objectives determine whether rebalancing is necessary.
- Collaborate closely with the client’s tax experts to fully understand and coordinate the income tax planning process.
- The capacity to discuss estate planning, collaborate with internal and external resources, and carry out the client’s estate planning objectives
- So that any financial issues can be handled and solutions provided, try to build a level of trust and confidence with the client.
Skills:
- Expertise in the Banking Industry, with a focus on Risk Management, Subprime Lending, Portfolio Analysis, etc.
- You need to have exceptional knowledge of the whole range of investment skills in wealth management, as well as all connected goods, services, and processes.
- Required: Master’s degree or equivalent in a relevant field (Investments, Finance, Law, Accounting/Taxation, Economics, Business Administration) and/or 15 years of relevant experience; or an equivalent combination of education and experience.
- expert knowledge of data architecture, data mining, and data integration.
- the capacity for clear and concise expression in both written and verbal forms.