Wealth ManagerStock Analyst
Wealth ManagerStock Analyst
Posted on :
09-04-2025
Employer Active
1 Vacancy
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Monthly Salary
PHP 30 - 35
Vacancy
1 Vacancy
Posted on :
09-04-2025
Job Description
Position Title: Wealth Manager / Stock Analyst
Work Setup: Work from Office
Schedule: Monday to Friday 10:00 pm to 7:00 am
Salary: Php 30000.00 Php 35000.00
Our client specializes in providing remote staffing and outsourcing helping companies build dedicated teams to manage various business functions. They handle the entire recruitment training and operational management process for both officebased and homebased staff ensuring businesses can scale efficiently and costeffectively. By leveraging their services companies can enhance productivity while reducing operational costs.
JOB DESCRIPTION FOR A WEALTH MANAGER / STOCK ANALYST
Your Responsibilities as Wealth Manager / Stock Analyst would be:
Conduct indepth research and analysis of existing stock holdings to assess performance and recommend retention sale or adjustments.
Establish and monitor stoploss sell trades for each stock to manage risk effectively.
Identify highpotential stocks for acquisition including optimal entry points and stoploss settings.
Ensure portfolio diversification across industry sectors while maximizing dividend growth and capital appreciation.
Provide daily buy/sell recommendations based on market conditions and portfolio objectives.
Monitor and report on portfolio performance delivering a clear KPI on portfolio growth over a 12month period.
Collaborate with the portfolio owner to align strategies with longterm financial goals including SMSF compliance requirements.
Qualifications as Wealth Manager / Stock Analyst:
Proven experience as a wealth manager stock analyst or similar role with a strong track record of managing investment portfolios.
Indepth knowledge of the Australian stock market (ASX) and SMSF regulations.
Expertise in technical and fundamental analysis for stock selection and risk management.
Strong analytical skills and proficiency with portfolio management tools and software (e.g. Bloomberg Morningstar or equivalent).
Excellent communication skills to provide clear concise recommendations and reports.
Ability to work independently and deliver results under performancebased incentives.
Relevant certifications (e.g. CFA CFP or RG146 compliance) are highly desirable.
Your love for Boomering will jumpstart with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where worklike balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Companyprovided full setup for desktop/laptop with a backup internet
Free preemployment Medical Assessment (T&C apply)
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISOcertified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Futureproof your career and pursue your passion with Boomering! We want career thrillseekers who are committed to growth as much as we are.
Website: www.
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Work Setup: Work from Office
Schedule: Monday to Friday 10:00 pm to 7:00 am
Salary: Php 30000.00 Php 35000.00
Our client specializes in providing remote staffing and outsourcing helping companies build dedicated teams to manage various business functions. They handle the entire recruitment training and operational management process for both officebased and homebased staff ensuring businesses can scale efficiently and costeffectively. By leveraging their services companies can enhance productivity while reducing operational costs.
JOB DESCRIPTION FOR A WEALTH MANAGER / STOCK ANALYST
Your Responsibilities as Wealth Manager / Stock Analyst would be:
Conduct indepth research and analysis of existing stock holdings to assess performance and recommend retention sale or adjustments.
Establish and monitor stoploss sell trades for each stock to manage risk effectively.
Identify highpotential stocks for acquisition including optimal entry points and stoploss settings.
Ensure portfolio diversification across industry sectors while maximizing dividend growth and capital appreciation.
Provide daily buy/sell recommendations based on market conditions and portfolio objectives.
Monitor and report on portfolio performance delivering a clear KPI on portfolio growth over a 12month period.
Collaborate with the portfolio owner to align strategies with longterm financial goals including SMSF compliance requirements.
Qualifications as Wealth Manager / Stock Analyst:
Proven experience as a wealth manager stock analyst or similar role with a strong track record of managing investment portfolios.
Indepth knowledge of the Australian stock market (ASX) and SMSF regulations.
Expertise in technical and fundamental analysis for stock selection and risk management.
Strong analytical skills and proficiency with portfolio management tools and software (e.g. Bloomberg Morningstar or equivalent).
Excellent communication skills to provide clear concise recommendations and reports.
Ability to work independently and deliver results under performancebased incentives.
Relevant certifications (e.g. CFA CFP or RG146 compliance) are highly desirable.
Your love for Boomering will jumpstart with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where worklike balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Companyprovided full setup for desktop/laptop with a backup internet
Free preemployment Medical Assessment (T&C apply)
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISOcertified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Futureproof your career and pursue your passion with Boomering! We want career thrillseekers who are committed to growth as much as we are.
Website: www.
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Employment Type
Full Time
Key Skills
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