Global Expat Wealth Advisor — UK‑Qualified

International Financial Advisor Jobs; Manila; On-site; PHP 3,701,000 - 7,403,000; Full time

Benefits offered by this job

Commission-based earnings

International conventions

Regional career progression

Job summary

Prestige IFA Jobs is seeking UK-qualified Financial Advisers for Southeast Asia operations, with headquarters in the Philippines. The role centers on wealth planning, providing regulated advice to expatriate and globally mobile clients within a dynamic regional context.

Applicants should have at least three years of client‑facing wealth management experience and recognised qualifications (CII, CISI or equivalent).

Qualifications

• Minimum three (3) years' client-facing experience in wealth management or life insurance advisory.
• recognised investment qualifications such as CISI or CII, or equivalent, preferred.
• Ability to explain complex financial concepts clearly and professionally.

Responsibilities

• Deliver high‑quality, regulated financial advice across international products.
• Conduct structured client consultations to assess goals and 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 complete ongoing professional development.
• Operate in line with regulatory requirements and best‑practice compliance standards.

Skills

English proficiency

Expatriate advisory

Client relationships

Financial literacy

Education

UK CISI/CII Level 4

Job description

Prestige IFA Jobs is seeking UK-qualified Financial Advisers for Southeast Asia operations, with headquarters in the Philippines. The role centers on wealth planning, providing regulated advice to expatriate and globally mobile clients within a dynamic regional context.

Applicants should have at least three years of client‑facing wealth management experience and recognised qualifications (CII, CISI or equivalent).