Full Time | On-Site | Manila, Philippines
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Job Description
This role will be responsible for assisting the firm's advisors in our global offices with new business development.
Cross Border Wealthis a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment managementfor U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.
As the firm continues to grow its global presence, the firm is expanding and looking to hire an International Financial Associate | International Investment Associate to work in its Manila, Philippines office.
The candidate is expected to support our team of International Investment Advisors in driving new business.This role involves coordinating sales initiatives, preparing prospect materials, and collaborating with client support in onboarding new customer...