International IFA – Manilla, Philippines

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

Build Your Career with a Leading Expatriate Wealth Advisory Group in Southeast Asia

Our client, headquartered in the Philippines, is a highly professional and independent expatriate wealth advisory firm operating across Asia.They specialise in delivering structured financial planning, wealth management, and international protection strategies to a rapidly expanding base of foreign nationals living and working abroad.With a strong regional presence and a commitment to ethical, transparent financial advice, the firm provides tailored solutions supported by global product partners, regulated structures, and proven advisory expertise. Their team consists of internationally experienced consultants, and they continue to attract professionals who value integrity, long-term client relationships, and high standards of service.

Prestige IFA Jobs has been mandated to identify experienced and high-performing financial advisers for their operations in the Philippines, with additional opportunities available in Vietnam and Thailand.

Why Southeast Asia?

Southeast Asia is one of the most dynamic and competitive regions globally, supported by pro-growth economic policies, regulatory development, and increasing international investment.

Regional Advantages

• Improved ease of doing business
• Expanding foreign investment activity
• Strong connectivity as a regional hub
• Ongoing infrastructure, transport, and communications development
• A large, stable, and diverse expatriate population

This environment has created strong demand for qualified advisers who can deliver clear, professional, and trustworthy financial advice to expatriates across the region.

Key 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

Candidate Profile

Skills & Experience

• Strong English communication skills (written and spoken)
• Essential experience in expatriate financial advice or wealth management
• Industry qualifications such as UK CII or CISI Level 4 preferred, or willingness to obtain
• Proven success in a client-facing advisory or business development role
• Strong financial literacy and analytical capability

Personal Attributes

• Confident relationship builder with a consultative approach
• Ability to explain complex financial concepts clearly and effectively
• Highly self-motivated, ethical, and detail-oriented

Compensation & Benefits

• Competitive, performance-based commission structure
• Incentives, recognition programs, and international conventions
• Full administrative and advisory support infrastructure
• Clear regional career progression opportunities across Southeast Asia

Additional Information

Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).This is a performance-driven, client-facing position focused on building relationships, developing business, and achieving growth targets within a professional advisory environment.UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).