wealth ManagerHR SPECTACLES
Salary: Agreement
Work form: Full time
Posting Date: 09/02/2026
Deadline: 03/07/2021
Description
Job Brief: Your key role will be to first audit financial status by speaking with key stakeholders. Once all assets and liabilities have been identified, the next task will be to set up a system that manages the fund in a transparent and responsible manner.
Responsibilities:
Advising clients on financial products and services.
Liaison between client and external parties
Developing an investment strategy
Buying and selling stock on behalf of the client.
Managing investments.
Conducting planning services.
Requirements:
Degree in Finance, Economics, Management, or related field.
Knowledge of family trusts and international markets mainly India and Philippines
Excellent communication (in particular copywriting) skills
Knowledgeable in Cryptocurrency and commodities (Gold and Silver)
Previous experience in Financial Services.
Must be analytical.
Able to understand complex information.
Strong mathematical skills.
Confidence.
Good presentation skills
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 3
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes
Job Brief: Your key role will be to first audit financial status by speaking with key stakeholders. Once all assets and liabilities have been identified, the next task will be to set up a system that manages the fund in a transparent and responsible manner.
Responsibilities:
Advising clients on financial products and services.
Liaison between client and external parties
Developing an investment strategy
Buying and selling stock on behalf of the client.
Managing investments.
Conducting planning services.
Requirements:
Degree in Finance, Economics, Management, or related field.
Knowledge of family trusts and international markets mainly India and Philippines
Excellent communication (in particular copywriting) skills
Knowledgeable in Cryptocurrency and commodities (Gold and Silver)
Previous experience in Financial Services.
Must be analytical.
Able to understand complex information.
Strong mathematical skills.
Confidence.
Good presentation skills
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 3
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes
Other Info
₱ 45,000.00 monthly · Parañaque, National Capital Region · Today, 02:41 PM
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Makati, National Capital Region · Today, 12:27 PM