Relationship Manager (Wealth and Investment, Portfolio Management) (Pooling)

AXA Philippines; Philippines; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

AXA Philippines is seeking an experienced Wealth Advisory professional to develop customized portfolios for high-net-worth clients in the Philippines. You will review portfolios, assess risk, and align investments with client objectives while collaborating with the Wealth Advisory Director on model portfolios and wealth solutions.

The role requires strong communication, client relationship skills, and the ability to translate market insights into practical guidance for clients and partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 3–7 years of experience in wealth management or related financial services.
• Experience in portfolio reviews and client relationship management.
• Experience with High-Net-Worth clients is preferred.
• Proven track record in supporting business development and client growth.
• Strong understanding of portfolio construction, asset allocation, and risk management.

Responsibilities

• Develop customized portfolio recommendations based on clients' objectives and risk tolerance.
• Review portfolios to enhance diversification, risk mitigation, and performance via AXA funds.
• Assess concentration risk and suitability of products to align with client goals.
• Collaborate with the Wealth Advisory Director on model portfolios and client wealth solutions.
• Conduct regular portfolio review meetings and communicate performance and recommendations.
• Support business development by assisting relationship managers in client acquisition.
• Build relationships with distribution partners and other key stakeholders.
• Prepare client presentations, portfolio reviews, and market commentary.
• Provide timely investment guidance and respond to client inquiries.
• Contribute to achieving team sales targets through stakeholder servicing.

Skills

Portfolio management

Client relationship management

Market analysis

Communication skills

Financial planning

Education

Bachelor’s degree in Finance, Economics, Business Administration, or any related field

Job description

Job ID: 2026-14185

Key Responsibilities

• Develop customized portfolio recommendations based on clients’ financial objectives, risk tolerance, liquidity requirement, and investment horizons.
• Review client portfolios to identify opportunities for diversification, risk mitigation, and performance enhancement through fund selection within the AXA funds universe
• Assess concentration risk, portfolio exposures, and suitability of investment products to ensure alignment with client objectives
• Collaborate with the Wealth Advisory Director in designing model portfolios, investment frameworks, and client-specific wealth solutions
• Conduct regular portfolio review meetings with clients to communicate portfolio performance and recommendations
• Support business development initiatives by assisting relationship managers in client acquisition and retention efforts
• Build and maintain strong relationships with distribution partners, relationship managers, and other strategic business partners
• Prepare client presentations, portfolio review, and market commentary to support sales and advisory activities
• Act as a trusted investment resource for clients by providing timely guidance and addressing investment related inquiries
• Contribute to achieving team sales targets through proactive stakeholder servicing and relationship management

Portfolio Strategy Development

• Develop customized portfolio recommendations based on clients’ financial objectives, risk tolerance, liquidity requirement, and investment horizons.
• Review client portfolios to identify opportunities for diversification, risk mitigation, and performance enhancement through fund selection within the AXA funds universe
• Assess concentration risk, portfolio exposures, and suitability of investment products to ensure alignment with client objectives
• Collaborate with the Wealth Advisory Director in designing model portfolios, investment frameworks, and client-specific wealth solutions

Sales Support & Relationship Management

• Conduct regular portfolio review meetings with clients to communicate portfolio performance and recommendations
• Support business development initiatives by assisting relationship managers in client acquisition and retention efforts
• Build and maintain strong relationships with distribution partners, relationship managers, and other strategic business partners
• Prepare client presentations, portfolio review, and market commentary to support sales and advisory activities
• Act as a trusted investment resource for clients by providing timely guidance and addressing investment related inquiries
• Contribute to achieving team sales targets through proactive stakeholder servicing and relationship management

Market Research and Analysis

• Monitor global financial markets, economic developments, monetary policy actions, and geopolitical events that may impact clients’ portfolios
• Conduct qualitative and quantitative analysis of AXA’s UL funds, including competitor analysis.
• Produce market updates and portfolio commentary for clients and internal stakeholders
• Analyze market trends and economic indicators to identify portfolio opportunities and portfolio risks
• Maintain awareness of regulatory developments and industry trends affecting portfolio strategies
• Translate complex developments into practical portfolio insights and actions for clients and relationship managers

Education & Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or any related field
• Minimum 3-7 years of experience in wealth management, investment advisory, private banking, asset management, financial planning, insurance-based wealth management, or related financial services
• Demonstrated experience in portfolio reviews, investment recommendations, and client relationship management.
• Experience working with High-Net-Worth clients is preferred
• Proven track record in supporting business development, client acquisition, or asset growth initiatives
• Strong understanding of portfolio constructions, asset allocation, investment products, and risk management principles
• Knowledge of financial markets and products (equities, fixed-income, UITFs, insurance-linked investments, and alternative investments
• Strong client presentation and communication skills
• Ability to explain complex investment concepts to clients in a clear and understandable manner
• Strong analytical and problem-solving skills
• Ability to work independently while collaborating effectively within a team environment
• Interacts, Collaborates and works well with teams