Job Description

Position Overview

ConnectOS is seeking a skilled professional to join an Australian wealth management firm. This role involves supporting financial advisors by managing client portfolios, preparing reports, and liaising with clients and product providers.

Employment Details

• Employment Type: Full-time
• Location Type: Remote
• Workplace: Remote
• Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)
• Language: English
• Department: Banking & Financial Services
• Published: 2025-06-30

Requirements

• Education: Bachelor's Degree holder of any related course in Commerce or Financial.
• Experience:
  • At least 3 years previous experience working in Australian financial planning.
  • Experience with portfolio management / investments.
  • Experience preparing client portfolio reports.
• Preferred:
  • SMSF Experience.
  • Xplan experience.
• Skills:
  • Attention to detail.
  • Ability to multitask.
  • Proactive approach.

Responsibilities

• Monitor client investment portfolios to ensure they remain in line with recommended asset allocation.
• Prepare recommendations for the adviser on any changes needed and prepare records of advice.
• Prepare Quarterly/Annual client performance reports.
• Prepare SMSF Investment Strategies.
• Liaise with product providers and investment platforms.
• Update and maintain the client Work in Progress log/CRM tool.
• Reconcile fees and commissions.
• Liaise with clients for any administration support.

Company Information

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is a wealth management firm that offers investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting. They aim to provide tailored solutions to meet clients' financial needs.

Benefits & Perks

• Work From Home (WFH)
• Medical, Dental Coverage and Life insurance from day 1 of employment.
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion).
• Competitive salary package and annual appraisal.
• Financial Assistance Program.
• Mandatory Government Benefits and 13th Month Pay.
• Regular Company Events.
• Work-Life Balance.
• Career growth opportunities.

Application Instructions

Join ConnectOS Now!

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment #ConnectOSNonTech