Global Expat Wealth Advisor – Southeast Asia

Prestige IFA Jobs; Manila; On-site; PHP 1,000,000 - 2,000,000; Full time

Benefits offered by this job

Commission-based rewards

Incentives and international travel

Administrative support

Regional career progression

Job summary

Prestige IFA Jobs is seeking experienced wealth advisers to support expatriates across Southeast Asia, with a headquarter presence in the Philippines. The role focuses on delivering structured financial planning, wealth management and protection strategies to foreign nationals living and working abroad.

Applicants should have a minimum of three years’ client-facing experience, and recognised investment qualifications (e.g. CISI, CII or equivalent).

Qualifications

• Minimum three (3) years’ client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications (e.g. CISI, CII, or equivalent).
• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent) preferred or willing to obtain.

Responsibilities

• Deliver high-quality, regulated financial advice across a broad range of international products.
• Conduct structured client consultations, assessing financial goals and personal circumstances.
• Develop and present tailored financial strategies with clarity and professionalism.
• Build and maintain long-term client relationships through regular reviews.
• Stay up to date with market trends and engage in continuous professional development.
• Operate in line with regulatory requirements and best-practice compliance standards.

Skills

English communication

Expatriate wealth advice

Wealth management

Client-facing

Business development

Education

CISI Level 4

DipPFS

CFP

Job description

Prestige IFA Jobs is seeking experienced wealth advisers to support expatriates across Southeast Asia, with a headquarter presence in the Philippines. The role focuses on delivering structured financial planning, wealth management and protection strategies to foreign nationals living and working abroad.

Applicants should have a minimum of three years’ client-facing experience, and recognised investment qualifications (e.g. CISI, CII or equivalent).