Wealth & Investment Portfolio Advisor

AXA Philippines; Makati; On-site; PHP 800,000 - 1,100,000; Full time

Job description

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

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