Senior Manager, Wealth Advisory

AXA · Makati City

Job ID: 2026-14185

Key Responsibilities:

Portfolio Strategy Development

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

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