Full Time | On-Site | Manila, Philippines

Crossborder Group; Manila; On-site; PHP 837,000 - 1,395,000; Full time

Benefits offered by this job

Performance-based bonuses

Job summary

Crossborder Group is looking for an International Financial Associate to support Investment Advisors in its Manila office. You will drive new business by coordinating sales initiatives, preparing prospect materials, and engaging clients.

The ideal candidate has 10+ years of sales experience, excellent communication skills, and proficiency in Microsoft applications and CRM platforms. The role offers performance-based bonuses and a monthly salary range of P75,000 to P125,000.

Qualifications

• Minimum 10 years of professional experience, preferably in sales.
• Detail-oriented and committed to delivering high-quality client service.
• Proactive team player who takes initiative and ownership of responsibilities.

Responsibilities

• Support Investment Advisors in contacting prospective clients.
• Assist in executing sales strategies and tracking pipeline activity.
• Prepare for prospect meetings, including customized investment proposals.

Skills

Sales and business development support skills

Excellent communication skills

Organizational skills

Interpersonal skills

Multitasking and prioritization

Education

Bachelor’s degree

Tools

Microsoft applications

CRM platforms (HubSpot)

Job description

This role will be responsible for assisting the firm's advisors in our global offices with new business development.

Cross Border Wealthis a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment managementfor 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 the firm continues to grow its global presence, the firm is expanding and looking to hire an International Financial Associate | International Investment Associate to work in its Manila, Philippines office.

The candidate is expected to support our team of International Investment Advisors in driving new business.This role involves coordinating sales initiatives, preparing prospect materials, and collaborating with client support in onboarding new customers.

This is a unique opportunity, as the firm's business is highly specialized with minimal competition and works in an underserved market. The firm will provide training, an expansive database with qualified leads and full administrative support.

International Financial Associate Job Description and Responsibilities

• Support Investment Advisors in contacting prospective clients to introduce the firm, qualify leads, and schedule meetings
• Assist in executing sales strategies, tracking pipeline activity, and managing follow-ups with prospects
• Prepare for prospectmeetings, including customized investment proposals, performance reports, and documentation
• Respond to client inquiries regarding account status, product information, transactions, and documentation
• Coordinate account openings, transfers, and ongoing servicing in collaboration with operations and compliance teams
• Maintain CRM and ensure accurate recordkeeping of client interactions and documentation
• Liaise with internal teams (investment management, marketing, operations) to support advisor and client serviceinitiatives
• Ensure all activities comply with regulatory standards and internal policies

International Financial Associate Qualification and Requirements

• Minimum 10 years of professional experience, preferably in sales.
• Demonstrated sales and business development support skills
• Excellent communication, organizational, and interpersonal skills
• Experience using Microsoft applications & CRM platforms (HubSpot)
• Ability to multitask and prioritize in a high-demand environment
• Bachelor’s degree required; FINRA licensing preferred but not mandatory
• A proactive team player who takes initiative and ownership of responsibilities
• Detail-oriented and committed to delivering high-quality client service
• Capable of working independently with minimal supervision
• Strong code of ethics

This is a business development–oriented advisory role with significant income potential:

• Performance-based bonuses
• Monthly pay range: P75,000 to P125,000
• Significant annual upside as client base grows

License/Certification:
FINRA licensing (Preferred)