Relationshiddddr JD.docx

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    Financial AdvisorRelationship Manager

    GL Advisor, a division of Graduate Leverage (GL) is growing and expanding our Financial Services

    Operations in to the Philippines. Were currently building a dynamic team that will be based in our new

    office, which islocated in the prestigious Makati district.

    GL Advisor offers a unique Multi-Family Office service designed to help professional graduates navigate

    all of their financial issues, starting with their student loan debt.and make the best decisions regarding

    their debt and other financial matters. GL Advisor is a vertically integrated financial services company

    that was founded in 2003 in Boston, Massachusetts. Since its founding, GL has advised over 75100,000

    graduate studentsadvanced degree professionalsfrom the nations top universitiesand hospitals.

    GL Advisor is currently seeking Financial AdvisorsRelationship Managersto join our Client

    ServicesFinancial Advisorteam. This is a tremendous opportunity to advise US clients on all matters of

    their financial outlook. Additionally, GL Advisor employees are be part of a collaborative and dynamic

    financial services companyculturethat is rooted in enabling exceptional professionals to achieve their

    true potentialwas recently listed in Inc. Magazines "Fastest Growing Private Companies".

    Responsibilities:

    Professionally and accurately communicate and help execute financial plan with

    borrowersfinancial plan objectives with clients

    Refine and execute financial plan objectives with clients

    Serve sophisticated clients in a professional manner and maintain ongoing rapport

    Listening and rResolving student/borrowerclientquestions regarding specific components of

    their Integrated Financial Plantheir student debt portfolio

    Marshalling the appropriate internal resources to address client needs

    Ensuring client-specific tasks are completed diligently and in a timely manner

    Reinforcing the value of our nuanced and unique service offering

    Professionally and accurately communicateswith clients via email and phone

    Handlesinbound calls as well as conduct scheduled appointments in timely fashionand is able to

    listen and resolve student/borrower questions regarding their student debt portfolio and other GL

    advisor financial products/services.

    Requirements:

    Excellent written and oral communication skills

    Natural ability to be convincing in social settings

    Ability to thrive in a fast-paced, entrepreneurial environment

    Demonstrated record of success building client relationships that spansmultiple years

    \Rigorous attention to detail

    Proficient with MS Office (Word, Excel)

    Ability to multitask and handle heavy work loads

    Bonus Points:

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    Experience in the financial services industry preferred

    Experience in the retail wealth management industry

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