Wealth Portfolio Manager

Philam Life Genesis (Tan Unit)

  • Makati, Philippines
    9F, 9F, Citibank Center 8741 Paseo de Roxas, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 40,000.00 - 200,000.00 PHP / monthPHP40,000.00200,000.0040,000.00MONTH
  • Full time
Posted a month ago and deadline of application is on 14 Aug
Recruiter was hiring 2 days ago

Wealth Portfolio Manager

Philam Life Genesis (Tan Unit)

Job Description

  • Obtain new personal or corporate account for Philam Life
  • Build long term relationships with clients
  • Provide advice and guidance to clients regarding planning and portfolio management
  • Help build, diversify and monitor clients' portfolio

LEVERAGE on your existing network while building a business in Financial Advisory practice.

DISCOVER and Find NEW opportunities doing what you do best.

WORK at your OWN PACE and TIME by managing your own business calendar.

ENJOY the financial rewards and exciting incentives.

Find out about Philam Life's STEP or Shift To Entrepreneurship Program.

Minimum Qualifications

  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Residing/working within Metro Manila (NCR) or nearby areas (has no issues going to Makati office at least thrice a week)
  • 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

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus

Company travel incentives (Seoul,Korea, Miami,USA , Alaskan Cruise, Vienna,Austria , etc..)

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Performance Management and Coaching
  • Persuasion and Negotiation
  • Time Management
  • Problem Solving
  • Communication Skills

Jobs Summary

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
10 openings

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About Philam Life Genesis (Tan Unit)

The Philippine American Life and General Insurance Company, under the AIA Group of Companies, is an insurance company based in the Philippines. It is currently the largest life insurance company in the Philippines in terms of assets, net worth, investment and paid-up capital. Philam Life was founded in 1947 by Cornelius Vander Starr, the founder of AIG, and his partner Earl Carroll. Despite it being a relatively new player in the insurance in the Philippines, it quickly became the number one insurance company in the Philippines by 1949. It has since received various awards such as the Asian Management Award for General Management, Asian Management Award for Financial Management, and the Reader’s Digest Platinum Trusted Brand Award. In addition, it also received the Presidential Citation from the Philippine government in 1994 for the company’s "invaluable contribution to nation-building and service to the country."​ Another milestone for the company was made in 1961 when the Philam Life Building in Ermita was inaugurated, which soon became a landmark structure as well as being a center of culture and the arts in Manila. The building would serve as its headquarters until 2013, when the company moved its headquarters to the Bonifacio Global City in Taguig. Philam Life was part of the American International Group (AIG) until 2008 when the company, along with other AIG subsidiaries, American International Assurance (AIA) and ALICO were placed under the administration of a special purpose vehicle in exchange for a bailout by the Federal Reserve Bank of New York.[7] On November 3, 2009, the American International Assurance (AIA Group) bought 99.78% stake of Philamlife after approval of government regulators.[8] On November 27, 2009, the new Philamlife bought a 51% stake in Ayala Life and formed a joint venture with the Bank of the Philippine Islands (BPI). Ayala Life was renamed BPI-Philam Life Assurance Corporation (BPI-Philam) in 2010.
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