Wealth Portfolio Manager / Entrepreneurship Program

Philam Life - Reyes Unit

  • Makati, Philippines
    9F Citibank Center, Paseo De Roxas corner Villar St, Salcedo Village, Makati, Metro Manila, Philippines
    Metro Manila
  • 70,000.00 - 250,000.00 PHP / monthPHP70,000.00250,000.0070,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 29 May
Recruiter was hiring 7 hours ago

Wealth Portfolio Manager / Entrepreneurship Program

Philam Life - Reyes Unit

Job Description

  • Help people plan and achieve their financial goals and dream lifestyle
  • Help companies in financial planning, investments, employee retirement and benefit compensation
  • Conduct financial needs analysis for clients and do annual portfolio review
  • Deliver customized investment solutions to help clients work toward their financial goals
  • Develop and deepen client relationships through personalized servicing
  • Explain features and provide access to various financial solutions

Minimum Qualifications

  • Candidate must possess at least a Bachelor's/College Degree in any field with STRONG ENTREPRENEURIAL inclination; This is a career with a track to Entrepreneurship.
  • At least 2-3 years of sales experience in the following fields is a definite advantage: Banking/ Financial, Pharmaceutical, BPO, Tourism & Hotel industry, Premium Item Sales and Real Estate.
  • Fresh graduates will be entertained preferably (but not required) from the following: Ateneo, La Salle, UAP & Endurun; a strong entrepreneurial inclination will be an advantage
  • Good communication and presentation skills

If you think any of these ideas below are worth pursuing, then we'd like you to talk to us.

🖒 I wish to help filipino families everywhere with their significant financial decisions.

👍 I want to have a career that can potentially earn unlimited income for myself

👍 I want to own a business that is easy to run, needs little money to set-up & provides tremendous growth potential for years to come.

👍 I want to have a career that also provides me with good work-life balance.

👍 I want to travel for free with my loved ones to different parts of the country and the world on a regular basis.

👍 I want to break free from my 8-hour work schedule and explore a career opportunity in financial/wealth coaching

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Free Lunch or Snacks Free Lunch or Snacks
  • Stock Options Stock Options

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9F Citibank Center, Paseo De Roxas corner Villar St, Salcedo Village, Makati, Metro Manila, Philippines
10 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 - Reyes Unit

About Philam Life The Philippine American Life and General Insurance Company (Philam Life) is the country’s premier life insurance company. Established on 21 June 1947, Philam Life has earned the trust of customers for its financial strength, strong brand name, and ability to deliver on its promises. Philam Life has PHP226.8 billion in total assets as of 31 December 2014 and has delivered timely payouts of over PHP9 billion in education benefits (2004-2014) and over PHP118 billion in insurance benefits (1950-2014), while serving close to 600,000 individual policyholders and over 1,700,000 insured group members. Philam Life understands the real life needs of its customers and provides the right plans and the right solutions including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. It also offers bancassurance and fund management products and services through its subsidiaries – BPI Philam Life Assurance Company (BPI-Philam) and Philam Asset Management Inc. (PAMI). Philam Life is a member of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group. About AIA AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 26 per cent joint venture in India and a representative office in Myanmar and Cambodia. The business that is now AIA was first established in Shanghai almost a century ago. It is a market leader in the Asia-Pacific region (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$168 billion as of 30 November 2015. AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia-Pacific, AIA serves the holders of more than 29 million individual policies and over 16 million participating members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299” with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY”).
People who applied to this job also applied to