Portfolio Manager

Philam Life - Alpha Financial Management

  • Makati, Philippines
    9th Flr., Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 7 months ago and deadline of application is on 3 Dec
Recruiter was hiring 42 minutes ago

Job Description

We are looking for qualified candidates who will:

  • Providing financial advice based on clients’ financial and protection needs;
  • Providing recommendation to clients on wealth accumulation and legacy planning;
  • Relationship-building skills and commitment to establishing long-term clients;
  • Generate new business through your own network, referrals, affiliations, job fair and trade events or any other sourcing channels;
  • Organize and conduct activities on financial literacy and awareness campaigns;
  • Achieve personal income target.
  • Career growth manage team in the future

Minimum Qualifications

  • College Graduate
  • A self-motivated, highly driven and entrepreneurial personality;
  • Ability to think critically and use sound judgment when serving clients;
  • Highly motivated
  • Good communication and presentation skills;
  • Willing to learn
  • Hungry for success

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
  • Stock Options Stock Options

Introductory Package ( Calling Cards, Tshirt, Stylus, Flyers, Presentation Materials, etc.)

Edsa Shangrila 50% Discount with 3 buffet for 2 per night

Unmatch Support, Opportunities and Financial Assistance (Free boothing and Financial Talks to expand network)

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Presentation Skills
  • Sales and Marketing Knowledge
  • Communication Skills
  • Market Research
  • Selling

Preferred Courses

  • Marketing
  • Banking & Finance

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
3 openings

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About Philam Life - Alpha Financial Management

We are Alpha Financial Management, a group of highly decorated individuals (Director, Bank Owner, Top 1 Financial Advisor) who decided to join Philam Life. Our mission is to help every Filipino prepare for the worse case scenario. We are looking for highly motivated individuals who share the same passion as we do. Alpha Financial Management has been awarded Top 1 Quality recruiter and Genesis MDRT builder for 2018. We will give all the support we can to bring out the best in you.