Full Time | On-Site | Manila, Philippines

Crossborder Group; Manila; On-site; PHP 4,458,977 - 11,890,606; Full time

Benefits offered by this job

Health insurance

Paid leaves and holidays

Job summary

A global investment advisory firm seeks an experienced International Investment Advisor. The role focuses on developing new client relationships and managing existing U.S.-based private pensions and retirement accounts. Responsibilities include engaging clients, analyzing financial needs, and providing tailored investment solutions. Ideal candidates have 10+ years of experience in financial services and proficiency in CRM systems. The position offers competitive compensation, performance-based bonuses, and benefits such as health insurance. Office is located in Alabang, Muntinlupa.

Qualifications

• Minimum 10 years of client‑facing and sales experience in financial services.
• Strong background in financial planning, investment sales, or advisory services.
• Self‑starter with strong time management and organizational skills.

Responsibilities

• Engage prospective clients via phone, Teams, email, and digital platforms.
• Analyze and review clients’ existing financial positions and retirement accounts.
• Recommend compliant cross‑border investment solutions.

Skills

Client-facing experience

Financial planning

Investment sales

Organizational skills

CRM proficiency

Tools

HubSpot

Job description

This position will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.

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 international expansion, we are seeking an International Investment Advisor | Financial Advisor to join our Manila, Philippines office and support the growth of our specialized advisory platform.

The International Investment Advisor | Financial Advisor will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts. This is a client-facing, business development–oriented advisory role that combines financial planning, investment advice, and consultative sales.

This position is ideal for a seasoned financial professional who is comfortable engaging clients remotely, explaining complex cross-border structures, and building long‑term relationships in a highly specialized, underserved market.

The firm provides extensive training, qualified leads, and full administrative support, allowing the advisor to focus on client relationships and revenue growth.

Key Responsibilities

Business Development & Client Engagement

• Engage prospective clients via phone, Teams, email, and digital platforms
• Conduct meetings and assess clients’ financial and retirement planning needs
• Build and maintain a strong pipeline of prospective clientsDevelop referral relationships and long‑term client partnerships

Advisory & Planning

• Analyze and review clients’ existing financial positions and retirement accounts
• Explain U.S. retirement plans, rollover options, and cross‑border considerations clearly and accurately
• Recommend compliant, relevant cross‑border investment and planning solutions
• Maintain up‑to‑date knowledge of relevant U.S. and international regulations
• Work closely with administrative and operations teams to onboard new clients
• Support ongoing client servicing and relationship management
• Ensure a high level of professionalism, responsiveness, and client satisfaction

Skills and Requirements

Required

• Minimum 10 years of client‑facing and sales experience in financial services
• Strong background in financial planning, investment sales, or advisory services
• High ethical standards and strong attention to detail
• Self‑starter with strong time management and organizational skills
• Proficiency with CRM systems (HubSpot or similar)

Preferred

• Series 65 license (or ability to obtain)
• Experience with U.S. retirement plans (401(k), IRA, pensions, rollovers)
• International or cross‑border advisory experience
• Existing transferable book of business (not required, but a plus)

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

• Performance‑based bonuses
• First–second year total compensation target: USD $75,000 to $200,000
• Significant annual upside as client base grows
• Additional revenue opportunities for advisors bringing a transferable book

Benefits include:

• Health insurance
• Paid leaves and holidays

Schedule and Work Setup

• Monday to Friday
• Office‑based (Alabang, Muntinlupa)

$75,000 - $200,000
Annual pay range (first 2 years)

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