International IFA – South East Asia
Our client HQ’ed in the Philippines is a highly professional, independent expatriate wealth advisory group operating across Asia, delivering structured financial planning, wealth management and international protection strategies to a rapidly growing base of foreign nationals living and working abroad.
With a strong regional footprint and a commitment to rigorous, ethical financial advice, they provide tailored planning solutions supported by global product partners, regulated structures, and proven advisory expertise. Their team consists of highly qualified, internationally experienced consultants, and they continue to attract motivated professionals who value integrity, transparency, and long-term client relationships.
Prestige IFA Jobs has been mandated to identify outstanding, qualified and productive financial advisers for their operations in the Philippines, also with options in Vietnam and Thailand.
Why SE Asia?
SE Asia continues to rank as one of Asia’s most dynamic and competitive economies, supported by pro-growth policies, ongoing regulatory reform and a long-term national development plan centered on innovation, transparency and international investment.
The country benefits from:
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Increasing ease-of-doing-business performance
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Expanding foreign investment activity
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Strong regional connectivity as a Southeast Asian hub
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Extensive infrastructure, transport and communications development
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A large, stable and diverse expatriate community
This environment has created significant demand for qualified advisers capable of providing clear, professional and trustworthy financial counsel to expatriates across the region.
Responsibilities:
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Deliver high-quality, regulated financial advice across a wide range of international product areas
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Conduct structured consultations, assess client goals and financial circumstances, and build tailored strategies
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Present solutions with clarity, professionalism, and educational value
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Maintain ongoing client relationships through structured reviews and long-term planning cycles
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Engage in continuous professional development and market awareness
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Operate in accordance with best-practice compliance standards and regulatory obligations
Candidate Profile:
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Strong professional English communication skills (spoken & written)
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Prior experience in expatriate financial advice or wealth management is essential
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Industry qualifications such as UK CII / CISI Level 4 desirable, or willingness to work towards
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Proven success in a client-facing advisory or business development role
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Confident relationship builder with a consultative approach
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Strong financial literacy and analytical capability
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Able to present complex information in a clear and compelling manner
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Highly self-motivated, ethical and detail-orientated
Compensation & Benefits:
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Strong commission structure
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Performance incentives, recognition and international conventions
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Comprehensive administrative and advisory support infrastructure
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Regional growth potential across multiple Southeast Asian markets
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
