Company Description

Affinity Capital partners with clients to accelerate their financial dreams through personalized and strategic investment planning. By understanding the unique pain points, hopes, and dreams of each investor, Affinity Capital crafts clear and actionable plans that help achieve financial goals at any life stage. Our hands-on approach ensures that each client receives the support and guidance needed throughout the entire investment process.

Role Description

This is a full-time on-site role for a Wealth Management Advisor located in Makati. The Wealth Management Advisor will be responsible for crafting personalized financial plans, providing retirement planning advice, and managing investments. Day-to-day tasks include analyzing financial data, advising clients on wealth management services, and helping clients achieve their financial goals through strategic planning and investment management.

Qualifications

• Strong skills in Financial Planning and Retirement Planning
• Expertise in Investments and Wealth Management Services
• Solid understanding of Finance principles
• Excellent communication and interpersonal skills
• Ability to work on-site in Makati
• Bachelor’s degree in Finance, Economics, or related field
• Relevant certifications such as RFC, CISol, CUSP, CTP, CFP or CFA are a plus

Please refer to job description.