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 is located 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 professionals from the nations top universities and hospitals.

GL Advisor is currently seeking Financial AdvisorsRelationship Managers to join our Client
ServicesFinancial Advisor team. 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 companyculture that 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/borrowerclient questions 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 communicates with clients via email and phone
Handles inbound 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 spans multiple 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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