Wealth Portfolio Manager | Entrepreneurship Program

Philam Life - An AIA Group Company

  • Makati, Philippines
    9th, Philam Life Genesis 9F Citibank Center, Makati, Metro Manila, Philippines
    Metro Manila
  • 110,000.00 - 300,000.00 PHP / monthPHP110,000.00300,000.00110,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 24 Apr
Recruiter was hiring 3 hours ago

Wealth Portfolio Manager | Entrepreneurship Program

Philam Life - An AIA Group Company

Job Description

  • Acquires newly solicited accounts of individual and corporate clients
  • Promotes and markets financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities.
  • Provide excellent, personalized customer service.
  • Proactively contact clients to establish meaningful long-term relationships.

We have recently launched a career program for selected bank managers which aims to create new breed of expert managers to build the next generation’s executive portfolio managers and premier leaders.

Our offer starts with a generous signing bonus, increased compensation (including quarterly and annual bonuses), numerous perks such as all-expense paid international travel incentives, among other benefits. This offer is exclusive for individuals who have shown a track record of performance and ambitious enough to set new level of personal and professional success.

Numerous company-sponsored travel incentives around the world and monetary financial rewards, commissions, and bonuses, you will enjoy the benefits of your hard work, and you will be recognized for the career and business milestones that you will achieve.

The job has four key components designed to help you achieve your entrepreneurial goals:

High impact training

  • You will be given high-impact training and business building support to ensure that you will become a financial services expert. This will equip you with industry leading sales tools and dedicated support team to help you build and grow a sustainable business.

Business building support

  • Equips you with a competitive product portfolio, industry leading sales tools, and dedicated support, to help you build and grow a sustainable business.
  • Career path development
  • Empowers you to determine how to expand your business in the pursuit of achieving your own definition of success.

Premier rewards

  • Make sure you enjoy the benefits of your hard work, and highlight the achievement of your business milestones.

Minimum Qualifications

  • At least 5 years of work experience (banking)
  • Strong communication skills
  • Confident, self-motivated, resilient and entrepreneurial personality
  • Ability to put the client first
  • People-oriented
  • Goal oriented to an individual and team level
  • Strong desire for performance-driven compensation and growing earnings potential
  • Enthusiastic and interested in financial services industry

Perks and Benefits

  • Flexitime Flexitime
  • Paid Holidays Paid Holidays
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans
  • Employee Discounts Employee Discounts
  • Free Lunch or Snacks Free Lunch or Snacks
  • Gym Membership Gym Membership
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options

Jobs Summary

Job level
Director / Executive
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9th, Philam Life Genesis 9F Citibank Center, Makati, Metro Manila, Philippines
Financial Services
7 openings

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

About Philam Life - An AIA Group Company

The Philippine American Life and General Insurance Company (also commonly known by its trade name, Philam Life), under the AIA Group Company, is the country's largest insurance and wealth management company. Branded as The Strongest Life Insurance Firm, Philam Life leads in terms of assets, net income, and networth among all insurance companies in the Philippines. But more than affirming our strength and stability, we know that real life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities. That is why we are committed to genuinely engage with our customers through meaningful dialogue. By talking to them, we know that we can better provide them with the right solutions and the right plans that turn struggles into success, fears into peace of mind, and dreams into reality. OUR VISION: We are the undisputed leader in life insurance and wealth management. OUR MISSION: A Philam Life policy for every Filipino family. We empower Filipinos achieve financial security and prosperity.
People who applied to this job also applied to