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Senior Investment Specialist - Cross-Border Wealth Ops

Cross Border Wealth | manila, Philippines | Posted June 15, 2026

Position Overview

A global investment advisory firm based in the Philippines is looking for a Senior Investment Specialist to support investment operations. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least 10 years of experience in investment operations or financial planning. Strong Excel skills and attention to detail are essential. Responsibilities include managing investment platforms, building client portfolios, and collaborating with advisors and operations teams. This is a critical role in a fast-paced financial environment.
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