Wealth Portfolio Manager

PHILAM Life (ATLAS Financials)

  • Makati, Philippines
    9th Flr. Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 200,000.00 PHP / monthPHP50,000.00200,000.0050,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 29 Oct
Recruiter was hiring 6 days ago

Wealth Portfolio Manager

PHILAM Life (ATLAS Financials)

Job Description

  • Adapt to the programs learning and development road map of Philam.
  • Wealth Portfolio Managers are expected to be customer-focused, with desire and ability to communicate frequently with clients regarding account/s.
  • Wealth Portfolio Managers must continually prospect for new clients while maintaining strong relationships with their current client base.
  • Develop and implement investment and protection strategies for individuals and institutional clients.
  • Under the purview of Financial Services industry careers, the proposition is exposed to doing analysis to be able to determine the specific needs of clients. This includes Income Protection, Retirement, Savings, Education, Mutual Funds and Health Plans.
  • Active Listening: You must be able to listen to and understand your client's financial goals.
  • Critical Thinking: To figure out how to help your clients meet their goals, the candidate needs to evaluate all the date available.
  • Verbal Communication: Must be able to clearly explain the financial services Philam Life can provide to potential clients.

Minimum Qualifications

  • Filipino citizen.
  • Highly skilled professionals in the field of Sales, Banking, Marketing, Pharmaceutical, Finance, Accounting, Customer Service, Academe, Hospitality Management, Account Management and even Entrepreneurs.
  • At least 2 years experience in the field of Sales.
  • Personal commitment and relationship building skills crucial to establishing long-term clients.
  • Excellent communication, presentation, time management and organizational skills.
  • Has the desire to help people plan for the future is very important.
  • Strong people skills with an established network of personal and business contacts are necessary.
  • People oriented and tech savvy.

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
  • Employee Discounts Employee Discounts
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Premier Production Bonus(Quarterly Bonus)
  • Quality Business Bonus
  • Trip Incentives (USA/EUROPE/ASIA)
  • Million Dollar Round Table Membership Incentive
  • Company Promos/ Campaigns
  • Target Achievement Bonus

Required Skills

  • Relationship Management
  • Presentation Skills
  • Communication Skills
  • Account Management
  • Product Positioning
  • Selling
  • Closing Sales

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
9th Flr. Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
Financial and Insurance Indusrty

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About PHILAM Life (ATLAS Financials)

Our company is now in a massive expansion phase to dominate the industry of Finance and we are looking for exceptional, driven and goal-oriented individuals to be PhilamLife’s next generation Executive Financial Advisors and Premier Wealth Managers. We have a program that further develops the already skilled and aspiring candidates to become the best professionals in the field of Sales, Banking, Marketing, Pharmaceutical, Finace, Accounting, Customer Service, Academe, Hospitality Management, Account Management and even Entrepreneurs. Apart from this, we also have a unique Development Program for graduates/fresh graduates for specific Universities. Our value proposition will be dissected in a conference by our Strategic Director, along with our other stronger candidates. This offer is exclusive for people who we see as a great potential, the best performers and those who stand atop of their current field. Company Profile: At Philam Life, 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. We at Philam Life are proud to be part of AIA, The Real Company. 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.
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