Private Wealth Management Specialist

Company / Platform Overview

COL Financial Group, Inc. is the Philippines leading online stockbroker, providing clients access to stocks, mutual funds, and UITFs through a digital platform.

COL Private Wealth is COL's relationship-managed wealth channel designed for clients who want more structured guidance - combining digital access with adviser support, research insights, and portfolio-building tools. Through Fund Source, clients can access an open-architecture lineup of 70+ mutual funds/UITFs across multiple providers, enabling objective, suitability-based portfolio recommendations (not tied to a single fund house).

Opportunity Title

Private Wealth Management Specialist (Independent / Advisory & Sales Track)

Hybrid / Flexible

Engagement Type (Important)

This is NOT an employment role. This is an independent, third-party service arrangement (self-managed / commission-based). Compensation is derived from distribution / broker fees and fund management trail fees, which can create recurring income as assets under management stays and grow.

What You'll Do

You will build and grow a client portfolio through an advisory-led sales practice:

• Conduct client discovery and goal-based financial planning
• Recommend suitable investment solutions using COL's open fund platform
• Build and manage client portfolios (rebalancing, reviews, reporting)
• Educate clients and nurture long-term relationships (retention is key for recurring trail income)
• Participate in coaching, sales meetings, and business development activitie

Who This Fits

You'll do well here if you are:

• Client-facing, consultative, and comfortable with sales / business development
• Experienced in investments, trust/wealth management, or financial advisory
• Strong in communication, suitability-based recommendations, and relationship management
• Self-directed and motivated by performance-based income and long-term recurring trail

Nice to Have

• Background in mutual funds / UITFs / fixed income / equities portfolio advisory
• Licenses or certifications in financial planning / investment distribution (preferred, not required depending on track)
• Strong educational backgrounds in Finance, Business Administration, or related fields
• Prior experience in private wealth management or financial advisory is advantageous

What You Get

• A clear pathway to build a wealth advisory book with recurring income potential
• Open-architecture fund shelf (client-first positioning)
• Mentorship, playbooks, and a scalable team environment for high performers