Total 2 Director/C-Level support advisor job vacancies in Finance / Banking / Insurance category in The Philippines

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

Responsibilities

• Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
• Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
• Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews
• Participate in product idea generation and solutions by:

1. Keeping abreast of products in the market
2. Proposing new product ideas
3. Promoting ideas approved and endorsed by the Product Council where applicable
4. Developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes

• Ensure adherence to internal and external regulations and policies at all times

Requirements

• At least 10 years in financial industry in an investment advisory position
• Strong knowledge of products across asset classes
• Strong interpersonal and communications skills
• Strong analytical and strategic thinking skills
• Possess future oriented mindset, strive to innovate, and adapt to changes.
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
• Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.

Key Responsibilities

• Oversee the company's cross-border trade financialoperations, build China-Singapore cross-border financial control system,responsible for budgeting, cost accounting, capital and risk management.
• Lead cross-border trade tax planning, proficient in China-Singapore tax policies, handle cross-border payment, foreign exchangerisk and import & export tax affairs, optimize fiscal costs.
• Provide financial support for B2B/B2C sales business,including pricing calculation, credit evaluation, payment risk control andsales performance financial analysis.
• Compile financial statements and business reports, providedecision-making data support; be responsible for tax declaration, audit andgovernment financial disclosure.
• Manage the financial team, formulate standardizedprocesses, and ensure efficient and compliant financial operation.

Requirements / Qualifications

• Bachelor’s degree in Accounting/ Finance and Economics.
• At least 10 years of financial experience, over 5 years as Finance Director/Manager; cross-border trade experience.
• Professional expertise in integrating Singapore’s local financial rules with multi-country cross-border trade finance full-process operation, mastering the fiscal and tax docking points of Singapore and global cross-border business.
• Rich experience in combining overall financialmanagement with sales business financial support, able to provide targetedfinancial solutions for cross-border trade sales business in Singapore.