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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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