Wealth Management Associate: Path to Senior Advisory

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

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.