Global Private Wealth Advisor for International Clients

Crossborder Group; Muntinlupa; On-site; PHP 1,116,000 - 2,790,000; Full time

Benefits offered by this job

Health insurance

Paid leaves and holidays

Performance-based incentives

Job summary

Crossborder Group is seeking a Private Wealth Relationship Manager based in Muntinlupa, Philippines, to manage an assigned portfolio of international clients focusing on investment advisory and business development.

This role requires a strong background in wealth management and U.S. securities licensing. Offering a competitive salary range of ₱100,000 to ₱250,000, along with health insurance and paid leaves, this position promises significant advisory exposure and career progression.

Qualifications

• Experience managing an assigned portfolio of international clients.
• Ability to independently manage advisory relationships.
• Experience with U.S. retirement plans (401(k), IRA, rollovers) is a plus.

Responsibilities

• Manage an assigned portfolio of international clients.
• Serve as primary advisor, leading review meetings.
• Convert prospects into long-term advisory relationships.

Skills

Client-facing experience in wealth management

Strong investment discussion capability

Professional-level English fluency

Strong organization and ownership mindset

Education

U.S. securities licensing (Series 65 or equivalent)

CFP®, ChFC® or similar designation

Job description

Crossborder Group is seeking a Private Wealth Relationship Manager based in Muntinlupa, Philippines, to manage an assigned portfolio of international clients focusing on investment advisory and business development.

This role requires a strong background in wealth management and U.S. securities licensing. Offering a competitive salary range of ₱100,000 to ₱250,000, along with health insurance and paid leaves, this position promises significant advisory exposure and career progression.