Wealth Management Associate

finexis advisory Pte Ltd; Santo Niño 1st; On-site; PHP 180,000 - 260,000; Full time

Job summary

finexis advisory Pte Ltd in the Philippines invites applications for a Wealth Management Associate. Learn practical capabilities across investment planning, portfolio strategy, risk assessment, and client relationship management, while building a pathway toward leadership and senior advisory roles.

You will gain exposure to institutional‑grade investment solutions and structured training with guided mentorship and real client exposure to support your progression over 3–5 years.

Qualifications

• Hold a local diploma or degree (all disciplines welcome).
• Curious about investments, wealth management and financial markets.
• Want to develop analytical and communication skills.
• See themselves progressing into leadership or management.

Responsibilities

• Conduct one-to-one conversations to understand clients' goals and priorities.
• Develop wealth strategies aligned with life stages and goals.
• Identify opportunities to strengthen portfolio diversification and positioning.
• Conduct regular reviews as markets and client priorities evolve.
• Build long-term client relationships centered on trust and progress.

Skills

Investment planning

Portfolio strategy

Risk assessment

Client relationship management

Analytical abilities

Communication skills

Education

Local diploma or degree

Job description

About the Role

As a Wealth Management Associate, you will learn practical capabilities across investment planning, portfolio strategy, risk assessment, and client relationship management, while learning how different financial solutions support a client's longer-term goals.

Beyond developing your wealth management expertise, you will also be placed on a progressive career pathway with early exposure to leadership and team development, preparing you to take on senior advisory or management responsibilities within 3–5 years, based on performance and readiness.

What You Will Learn & Do

Develop and Support Clients in Wealth & Investment Strategies

• Conduct one-to-one conversations to understand clients' goals, concerns, and financial priorities

• Develop wealth strategies aligned with different life stages and longer-term financial goals

• Identify opportunities to strengthen portfolio diversification, allocation, and overall positioning

• Conduct regular reviews as markets, financial circumstances, and client priorities evolve

• Build long-term client relationships centred on trust, understanding, and ongoing financial progress

Leadership Progression

• Learn coaching, communication, and leadership frameworks used by senior managers

• Support junior associates and participate in team initiatives as you gain experience

• Develop skills in meeting facilitation, mentoring, influence, and strategic thinking

• Gradually take on greater client, team, and leadership responsibilities based on performance

Who We’re Looking For

No prior financial services experience is required. We’re looking for individuals who:

• Hold a minimum local diploma or degree (all disciplines welcome)
• Are curious about investments, wealth management, and financial markets
• Want to develop both analytical and communication skills
• See themselves potentially progressing into leadership or management

Why Join Us?

• Gain exposure to a broad range of institutional-grade investment and wealth solutions
• Develop practical capabilities in wealth strategy, investment planning, portfolio management, and client engagement
• Receive structured training in risk assessment and suitability frameworks
• Learn directly through guided mentorship and real client exposure
• Follow a clear pathway from wealth management into senior advisory and leadership roles