
Wealth Advisory Director
3 weeks ago
:PHILIPPINES-PHILIPPINES
:AXA Philippines Life and General Insurance
:Regular
:Day Job
:Full-time
MAIN PURPOSE OF THE JOB:
Overall brief:
The investment advisory lead will manage a team tasked with supporting and delivering consulting-based products and services to the wealth relationship manager teams and clients.
The role involves providing investment advice to RMs and clients to meet their risk and investment performance needs, aiming to increase AXA's share of the client's portfolio.
- Provide independent opinions on the quality of clients' existing portfolios.
- Formulate investment strategies in line with AXA's views and cascade these to RMs.
- Provide timely financial advice based on clients' objectives and needs.
- Monitor financial markets and offer regular feedback to RMs and clients.
- Ensure compliance with all applicable regulations and controls.
- Collaborate with other divisions to enhance investment processes and product offerings for high-net-worth individuals.
- Strategically explore ways to retain the division's current portfolio.
EXPERIENCE AND QUALIFICATIONS:
- Graduate of Bachelor Degree / with Master’s Degree
- At least 8-10 years of work experience with a proven track record in an investment-related role
- Preferably with experience in investment advisory, Portfolio Management, and Risk Management
- Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
- Knowledge of Microsoft Office Suite (PowerPoint, Excel)
- Ability to analyze sales performance metrics and current investment trends
- Solid customer service attitude with excellent negotiation skills
- Strong communication and team management skills
- Analytical skills with a problem-solving attitude & influential skills
- Availability to travel as needed with the relationship manager
- Ability to interact, collaborate, and work well with teams
AXA Philippines is a global leader in insurance and investments, serving 103 million lives across 64 countries. Established in 1999, it is one of the largest and fastest-growing life insurance companies in the Philippines, offering a wide range of insurance and financial products. For more information, please visit .
#J-18808-Ljbffr-
Wealth Sales Relationship Manager
6 days ago
, , Philippines HSBC Full timeIf you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. We are currently seeking a high...
-
Project Finance
3 weeks ago
, , Philippines Gridlines Full timeGridlines is a rapidly growing international consultancy practice. We are a truly joined up global brand working on some of the most exciting project finance and infrastructure projects globally. We love to work with exciting clients that are making a big impact on the world around us, helping to tackle some of the world\'s greatest challenges. We plan to...
-
Junior Wealth Sales Relationship Manager
1 week ago
, Metro Manila, Philippines HSBC Full timeHSBC National Capital Region, Philippines Join to apply for the Junior Wealth Sales Relationship Manager - BGC/Makati/Ortigas Branch role at HSBC Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply...
-
Relationship Manager
1 week ago
, Calabarzon, Philippines SupportFinity™ Full timeRelationship Manager - Wealth Management RCBC Posted Sep 20, 2025 Apply Full-time | Negotiable | Advanced (5-10 yrs) Overview RCBC Responsibilities Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them. Solicits new accounts and...
-
Junior Wealth Sales Relationship Manager
1 week ago
, , Philippines HSBC Full timeIf you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. We are currently seeking a high...
-
Investment Operations Analyst
3 weeks ago
, Metro Manila, Philippines ConnectOS Full timeInvestment Operations Analyst (US Wealth Management, Office-based) – Refined Join to apply for the Investment Operations Analyst (US Wealth Management, Office-based) role at ConnectOS. Schedule : Monday - Friday (9PM - 6AM/10PM - 7AM PHT) What are we looking for? Skills Required At least 4+ years of experience in a similar role Expertise in investment...
-
Australian Tax Manager, Associate Director
3 weeks ago
, , Philippines Risewave Consulting, Inc. Full timeDirector Overview This role builds and leads a practice area or has specialist expertise for which you are known in the marketplace. The role monitors the company-broad services to the assigned client portfolio and works on and leads business development objectives to expand work opportunities. The incumbent establishes themselves as a leader within service...
-
Project Finance
3 weeks ago
, , Philippines Gridlines Full timeOverview Associate Director of Finance role focusing on leading modelling teams and delivering financial models to support strategic decision-making, transaction structuring, and client engagement across bids and tenders. Responsibilities Lead multiple teams across a portfolio of active assignments Lead in the creation and optimization of comprehensive...
-
Director of Business Development
4 weeks ago
, Metro Manila, Philippines Vertex Search Solutions Full timeOverview Vertex Search is undertaking an exclusive mandate with an international renewable energy consultancy with a strong presence across Asia. They specialise in providing strategic, technical, and financial advisory services for utility-scale solar projects, supporting developers, investors, and other stakeholders in accelerating energy transition. We...
-
Financial Advisor
3 weeks ago
, Lanao del Sur, Philippines NZP Invitations Printing Services Full timeOverview Provide expert financial advice on wealth management and investment strategies. Build lasting relationships with clients by identifying their financial goals and needs. Conduct comprehensive financial assessments and create tailored financial plans. Stay updated with market trends and changes in financial regulations. Educate clients about various...