Strategic Wealth Advisor & Portfolio Architect

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

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.