Wealth Manager / Stock Analyst

Position Title: Wealth Manager / Stock Analyst
Location: Philippines (Remote or On-site, depending on preference)
Employment Type: Part Time initially leading to Full Time
Reports To: Portfolio Owner

Overview:
We are seeking an experienced and proactive Wealth Manager / Stock Analyst to oversee and optimize four investment portfolios, including a Self-Managed Superannuation Fund (SMSF), based in Australia. The successful candidate will be responsible for researching and analyzing existing stock holdings, providing actionable buy/sell recommendations, setting risk management strategies (including stop-loss orders), identifying new investment opportunities, and ensuring portfolio diversification and growth. The role requires a deep understanding of the Australian stock market, dividend growth strategies, and portfolio balancing across industry sectors. A performance-based bonus will be offered tied to portfolio growth KPIs over a 12-month period.

Key Responsibilities:
- Conduct in-depth research and analysis of existing stock holdings to assess performance and recommend retention, sale, or adjustments.
- Establish and monitor stop-loss sell trades for each stock to manage risk effectively.
- Identify high-potential stocks for acquisition, including optimal entry points and stop-loss 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 12-month period.
- Collaborate with the portfolio owner to align strategies with long-term financial goals, including SMSF compliance requirements.

Qualifications and Skills:
- Proven experience as a wealth manager, stock analyst, or similar role, with a strong track record of managing investment portfolios.
- In-depth 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 performance-based incentives.
- Relevant certifications (e.g., CFA, CFP, or RG146 compliance) are highly desirable.

Compensation:
- Competitive base salary (negotiable based on experience).
- Performance bonus tied to portfolio growth KPIs over a 12-month period.