Senior International Investment Advisor – Manila (On-Site)

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

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.