Wealth Portfolio Manager / Elite Financial Advisor
- Makati, Philippines9F, Citibank Center 8741 Paseo de Roxas, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippines
- 25,000.00 - 200,000.00 PHP / monthPHP25,000.00200,000.0025,000.00MONTH
- Full time
🚩Be a Manager of Managers in 5 years with Philam Life AIA!
Mission: To provide financial freedom to every Filipino family through client-centered financial coaching.
☑️ Provide advice and guidance to clients regarding financial planning and portfolio management
☑️ Help clients build, diversify & monitor their wealth portfolio
☑️ Build long term relationship with clients
Be part of the Elite Development Program and enjoy the following benefits:
📈 Training, Development & Mentoring Program: 5-year Elite Advisor to Leadership track
⌚ Time Freedom: Work at your own pace/flexible working hours
🤝 Environment: Professional colleagues & fun working environment
💰 Capital Support: Allowance, incentives/bonuses & travel incentives (Japan, Hawaii & Italy)
✔️ Good communication and presentation skills
✔️ Excellent problem-solving skills
✔️ Residing/working within Metro Manila (NCR) (has no issues going to Makati office at least twice a week, after ECQ)
✔️ Work experience - Bank Branch Managers, Relationship Managers, Account/Sales Officers. Who would like to shift to the insurance industry full-time to explore opportunities with us as an independent-contracted Wealth Portfolio Manager.
✔️ We will also consider candidates from other industries- Pharmaceuticals, BPO, Premium Item Sales, Tourism/Hospitality, Education/Private School Teachers, and Real Estate.
✔️ We have the right program to help you transition from employee to entrepreneur.
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
- Stock Options
- Job level
- Mid-Senior Level / Manager
- Job category
- Sales and Marketing
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Office Address
- 9F, Citibank Center 8741 Paseo de Roxas, Makati, Metro Manila, Philippines
- Financial Services
- 15 openings
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