Wealth Portfolio Manager
- Makati, Philippines9F, 9F, Citibank Center 8741 Paseo de Roxas, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippines
- 40,000.00 - 200,000.00 PHP / monthPHP40,000.00200,000.0040,000.00MONTH
- Full time
- 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.
- 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
- Work from Home
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
- Recruitment / Signing Bonus
Company travel incentives (Seoul,Korea, Miami,USA , Alaskan Cruise, Vienna,Austria , etc..)
- Organizing and Planning
- Relationship Management
- Performance Management and Coaching
- Persuasion and Negotiation
- Time Management
- Problem Solving
- Communication Skills
- 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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