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19 Aug 2023

Full-Time Wealth Management Associate – Hybrid Remote – Malvar

Dana Corporation – Posted by JobsTeam Malvar, Batangas Province, Philippines

Job Description

To help improve our clients’ experiences and impressions of the company, you will be working on a team as a Wealth Management Associate. The group will be answerable to upper management for full-fledged program updates and will carry out delivery from beginning to end for the duration of the project’s life cycle.

Job Title : Wealth Management Associate – Hybrid Remote
Location : Malvar, Batangas Province, Philippines
Salary : $ 34.62 per hour.
Company : Dana Corporation
Job Type : Full-Time


  • Provide assistance with “practice management” related data gathering, tracking and reporting.
  • Makes unique improvements to the team’s service model and workflow.
  • Facilitate account opening and ongoing maintenance paperwork while keeping an open channel of communication between advisors and the custodian.
  • aid in the timely completion and submission of all transaction requests relating to customers.
  • Assist advisers by organizing and creating meeting and marketing materials, as well as quarterly reports and other client mailings.
  • conducts quarterly and yearly assessments of the performance of the business in collaboration with the Financial Advisor.
  • together with senior team members, coordinates the resolution of difficult issues or concerns brought up by the customer.
  • fosters relationships with new clients and participates in the resolution of issues.
  • It is possible to lead client/prospect financial planning presentations in collaboration with the financial advisor by using financial planning tools to examine complex financial data.
  • Proactively communicate with customers and help to create a memorable customer experience.


  • The ideal candidate will have prior experience with Addepar, eMoney, Salesforce, and Excel. Competence with software and other technological tools is necessary.
  • Participant who takes suggestions well and seeks ongoing growth.
  • You need at least five years of relevant work experience or education to qualify for this position.
  • familiarity with company procedures and the regulations governing their implementation.
  • Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.

How to Apply

فرص عمل شاغرة اليوم

Job Types: Full-Time. Salaries: Less than 20,000.

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