SILICON VALLEY GLOBAL PH INC · 18 hours ago
Country Manager
United States
Part-time
Remote
Senior LevelSilicon Valley Global PH Inc. is an AI-driven financial engineering firm focused on innovative investment management and project funding solutions. The Wealth Management Advisor will work closely with clients to develop personalized financial strategies, manage investment portfolios, and provide ongoing recommendations to optimize financial outcomes.
Investment Banking
Hiring Manager
Jocilyn Khan
Responsibilities
Develop personalized financial strategies
Financial and retirement planning
Managing investment portfolios
Offering wealth management services tailored to individual client needs
Monitor financial markets
Provide ongoing recommendations to optimize financial outcomes
Qualification
Required
Proficiency in Financial Planning and Retirement Planning to guide clients in achieving long-term financial security
Strong expertise in Investments and Finance, with a focus on portfolio management and market analysis
Experience in Wealth Management Services, with a client-centric approach to delivering strategies and solutions
Exceptional communication and interpersonal skills to build trust and lasting relationships with clients
Proven ability to work independently in a remote environment, with strong organizational and time-management skills
Preferred
Relevant professional certifications (e.g. CFP, CFA) are a plus
Bachelor's degree in Finance, Economics, Business, or a related field preferred
Company
SILICON VALLEY GLOBAL PH INC
Silicon Valley Global PH Inc.
Founded in 2013
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase