Wealth Management Associate

[Client Management] [Financial Planning] [Investment Management] [Work From Home / Hybrid]

Follow the instructions under “How to Apply” for our team to review your application. Qualified submissions receive a response within 1–2 working days.

We're looking for someone who actually wants to do real financial planning — not sell products.

If you've spent the last few years in banking, investments, or finance and keep thinking "I want to do more meaningful work with clients" — keep reading.

IFE Management is hiring a Wealth Management Associate (Associate Financial Architect).

This is a client-facing, analytical, advisory-track role — not an insurance sales or quota-based position. No cold-calling. No bring-your-own-clients pressure. We provide the clients. Your job is to help them build real wealth through real planning.

What You'll Do

You'll work alongside our Financial Architects to deliver both financial planning and investment management for high-achieving Filipino families. Concretely:

• Prepare for and join client meetings, present assigned sections, and send follow-up notes and action items
• Build financial plans covering savings, retirement, property, insurance, and debt strategy
• Support portfolio reviews, trade execution, and rebalancing
• Research markets and fund updates, and help improve our internal planning tools and client experience

Who This Is For

We hire for values first, skills second. You're a strong fit if you:

• Want a long-term career in real financial planning and investing — no quotas, no product pushing
• Have 2+ years in finance, investments, banking, or client-facing roles
• Enjoy talking to people, listening deeply, and building trust over time
• Are comfortable with numbers, spreadsheets, and details
• Are curious, reflective, and genuinely want to keep getting better at your craft and helping others

What You'll Get

• Fixed salary + performance bonus — no commissions
• Clear career path: Associate Financial Architect → Lead Financial Architect → Senior Financial Architect
• Hands-on training in real financial planning and evidence-based investing
• Mentorship from senior advisors managing multi-million peso portfolios
• A culture built on high trust, learning, and meaningful impact
• Hybrid setup: primarily WFH with Ortigas office days 2–4x per month
• HMO, paid leaves, WFH budget & annual learning budget (upon regularization)

About IFE

IFE Management (IFE Wealth, Inc.) is an independent financial planning and investment management firm helping high-achieving Filipino families achieve clarity, peace of mind, and long-term financial freedom.

Our Financial Architecture Program integrates financial life planning with evidence-based portfolio management — helping families simplify complex decisions and stay on track with their goals. We're building what we believe is the future of professional financial advice in the Philippines: client-first, planning-led, and rooted in true investment discipline.

How to Apply

Email the following to [email protected]

Subject line: Application – Wealth Management Associate – Lastname_Firstname

• Brief cover letter (PDF)
• Updated CV (PDF)
• Completed Pre-Interview Form (PDF)

Download the Pre-Interview Form here: https://tinyurl.com/ApplyIFE-AFA

Only complete applications will be processed. Qualified applicants will hear back within 1–2 working days.