Mga Trabaho sa Cross Border Wealth sa Pilipinas

We are hiring a Private Wealth Relationship Manager to assume responsibility for an assigned portfolio of international client relationships and onboard qualified internally referred prospects. · Client-facing experience in wealth management private banking or investment advisory ...

Job summaryCross border financial planning and investment management for U.S. connected individuals worldwide. · Serve as primary advisor for an assigned portfolio of international clients. · ...

Develop new client relationships and manage existing ones. · Engage prospective clients via phone or digital platforms · Conduct meetings to assess clients' needs · Key Responsibilities · ...

Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide. · Headquartered in New York, with offices across the United States, Asia, and so ...

Cross-Border Wealth Relationship Manager · This is a relationship-led advisory role designed for experienced professionals. · Wealth managersSenior relationship managers · Investment advisorsServe as primary advisor for an assigned portfolio of international clientsLead structure ...

This position will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts. · As part of our continued international expansion, we are seeking an International Investment Advisor | Financial Adv ...

This position will develop new client relationships and manage existing clients with U.S.-based private pensions and retirement accounts. · Engage prospective clients via phone, Teams, email, and digital platforms · Conduct meetings and assess clients' financial and retirement pl ...

This position will play a key role in supporting all investment-related functions across the firm. · 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 ...

Job Summary · The Senior Investment Specialist will play a key role in supporting all investment-related functions across the firm. · Investment & Portfolio Support: · Manage and maintain investment platforms and systems. · - Build, rebalance, · - Maintain client portfolios. · - ...

Cross Border Wealth is a global investment advisory firm that helps clients navigate complex financial decisions across jurisdictions. · Job Overview · This role involves handling client inquiries via phone or email while maintaining accurate records in CRM systems. · The Custome ...

We are looking for a Customer Service Associate to work in our Manila office. The successful candidate will deliver exceptional service to clients by handling inquiries and processing transactions. · ...

This position will play a key role in supporting all investment-related functions across the firm, including financial planning, research, portfolio construction and trading. · Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financ ...

This position supports all investment-related functions across the firm, including financial planning ,research portfolio construction, and trading. · Bachelor's degree in Finance Accounting Economics Business Administration or a related field. · Minimum 10 years of relevant expe ...

This position will develop new client relationships and manage 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 managemen ...

We are looking for a Customer Service Associate to work in our Manila office. The role involves handling client inquiries, processing transactions and collaborating with internal teams to address client needs. · Respond promptly and professionally to client inquiries via phone, e ...