INTERNATIONAL IFA – SOUTH EAST ASIA

About the Company

Our client, headquartered in the Philippines, is a highly professional and independent expatriate wealth advisory firm operating across Asia. They specialise in delivering structured financial planning, wealth management, and international protection strategies to a rapidly expanding base of foreign nationals living and working abroad.

• Regional operations across Southeast Asia with opportunities in the Philippines, Vietnam and Thailand.
• Committed to ethical, transparent financial advice supported by global product partners, regulated structures, and experienced consultants.
• Prestige IFA Jobs has been mandated to identify experienced and high-performing financial advisers for regional operations.

Responsibilities

• Deliver high-quality, regulated financial advice across a broad range of international products.
• Conduct structured client consultations, assessing financial goals and personal circumstances.
• Develop and present tailored financial strategies with clarity and professionalism.
• Build and maintain long-term client relationships through regular reviews.
• Stay up to date with market trends and engage in continuous professional development.
• Operate in line with regulatory requirements and best-practice compliance standards.

Qualifications

Skills & Experience

• Strong English communication skills (written and spoken).
• Essential experience in expatriate financial advice or wealth management.
• Industry qualifications such as UK CII or CISI Level 4 preferred, or willingness to obtain.
• Proven success in a client-facing advisory or business development role.
• Strong financial literacy and analytical capability.

Personal Attributes

• Confident relationship builder with a consultative approach.
• Ability to explain complex financial concepts clearly and effectively.
• Highly self-motivated, ethical, and detail-oriented.

Benefits

• Competitive, performance-based commission structure (Tagged: Commission Only, OTE $60K–$120K+).
• Incentives, recognition programs, and international conventions.
• Full administrative and advisory support infrastructure.
• Clear regional career progression opportunities across Southeast Asia.

Additional Information

• Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).
• This is a performance-driven, client-facing position focused on building relationships, developing business, and achieving growth targets within a professional advisory environment.