Wealth Portfolio Manager
Philam Life - Alpha Financial Management
- Makati, PhilippinesCitibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Expired 3 years ago
2020-10-30T05:16:11.073628+00:00Job closed.
Job Description
We are looking for a Wealth Portfolio Manager who can provide the need-based advice to the Philam Life client.
Job Duties:
- Conduct financial planning and provide solution for clients by helping them to achieve their financial goal
- Establish, maintain and grow good relations with client;
- Building your new business with your own connections from your referrals, affiliation, or any other sourcing channels;
- Organize and conduct activities on financial literacy and awareness campaigns;
- Must be able to achieve personal income target
Minimum Qualifications
- Candidate must possess at least Bachelor's Degree;
- Entrepreneurial, self-driven and with a passion for success
- Ability to think critically and use sound judgment when serving clients;
- Relationship-building skills and commitment to establishing long-term clients;
- Being 'sales oriented', self-motivated and keen to succeed
If you think you have the above qualification and personality, APPLY NOW!
Perks and Benefits
Flexitime
Work from Home
Required Skills
- Relationship Management
- Analyzing Data
- Public Speaking
- People Management
- Critical Thinking
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
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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 has decided to join Philam Life. Our mission is to help every Filipino prepare for the worst-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.