[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All AXA Group jobs](https://jobs.opennash.com/companies/axa-group/) · [Search jobs](/search/) AXA Group · MAKATI CITY, Philippines # Senior Manager, Wealth Advisory MAKATI CITY, Philippines Full-time Manager or lead Consulting Listed on AXA Group’s official careers site. Posted August 7, 2026. Check that it is still open and apply there. [Apply on AXA Group’s careers site →](https://careers-en-axa.icims.com/jobs/14185/login) [OpenNash Jobs](https://jobs.opennash.com/) / [AXA Group](https://jobs.opennash.com/companies/axa-group/) / Senior Manager, Wealth Advisory ## Job description ### 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 Interacts, Collaborates and works well with teams ## At a glance - Posted by the employer: Aug 7, 2026 - First seen by OpenNash: Oct 10, 2026 - Last checked: Oct 17, 2026 - Listed for: 71 days - Location: MAKATI CITY, Philippines - Employment type: Full-time[Apply on AXA Group’s careers site →](https://careers-en-axa.icims.com/jobs/14185/login) ## More jobs at AXA Group ### [Accounts Payable & Reconciliation Specialist (T&T - Project 4 months)](https://jobs.opennash.com/companies/axa-group/jobs/a47331d5621b18f7361f/) MAKATI CITY, Philippines ### [Actuarial Valuation, Capital Management and Performance Reporting Director](https://jobs.opennash.com/companies/axa-group/jobs/e63f1dafcb1c0d458b99/) MAKATI CITY, Philippines ### [Claims Officer (For Pooling)](https://jobs.opennash.com/companies/axa-group/jobs/86d6f2c7d40c81942036/) MAKATI CITY, Philippines ### [Health Claims Reliever](https://jobs.opennash.com/companies/axa-group/jobs/6637f5c27682141a0f19/) MAKATI CITY, Philippines ### [Sales and Partnerships Director (for pooling)](https://jobs.opennash.com/companies/axa-group/jobs/950e11bc1ed7e905c052/) MAKATI CITY, Philippines ## Similar jobs at other companies ### [Senior Investment Advisor - 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