Portfolio Manager

Philam Life - Genova Financials

  • Makati, Philippines
    , , Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 100,000.00 PHP / monthPHP25,000.00100,000.0025,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 19 Dec
Recruiter was hiring 12 hours ago

Job Description

A Portfolio Manager provides a sound and customized financial blueprint to grow, manage, and diversify the Net Worth of their private clients (Individuals, families, businessmen, institutional and/or corporate investors.), constructing an effective blueprint of solution/s to reach their clients' financial priorities and goal/s.

  • Prospect for new clients and maintain current client relationships by regular contact, at least on a semiannual to annual basis to ensure that they are on track with their objective/s.
  • Perform an interview to fully understand the client's current to future financial needs and wants, realizing them into goals, ensuring that both are being met.
  • Monitor and manage their client’s account/s in order to achieve their clients' goal/s on a given time horizon.
  • Update their clients on market conditions and economic trends imperative to sustaining a viable book of business.
  • Obtain referrals and expanding prospective client network and portfolio.

Minimum Qualifications

  • Goal-oriented
  • Entrepreneurial Mindset
  • Self-driven
  • Coachable
  • Leadership Skills
  • Strong Analytical and Planning Skills
  • Good Communication and Presentation Skills
  • Excellent Problem-Solving Skills
  • At least One Year Experience.

Perks and Benefits

  • Flexitime Flexitime
  • 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
  • Stock Options Stock Options
  • Compensation/Offer will be Interview Assessment based.
  • Structured Career Advancement - Program Aspirants are lined-up and guaranteed for promotion year-on-year with the program's guidance.
  • Monthly, Quarterly and Annual Performance Bonus.
  • All-Expenses Paid International and Local Travels.
  • All-Expenses Paid Local and International Award Recognitions and Conventions.
  • World-Class Training and Development.
  • Business Continuity (Inheritance)
  • Become a Company Ambassador.

Required Skills

  • Relationship Management
  • Persuasion and Negotiation
  • Brand Management
  • Communication Skills
  • Referral Maximization
  • Decision-Making
  • Closing Sales

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9/F CitiBank Bldg. Villar St., Paseo de Roxas Avenue, Makati City
2 openings

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About Philam Life - Genova Financials

The Undisputed Leader in Wealth Management and Insurance in the Philippines, PhilamLife is currently in a massive expansion phase and we are investing in exceptional individuals who are looking for opportunities that provides: - Cutting-Edge & Innovative Development Program/s - Structured Career Advancement (Year-on-year Accelerated Promotion) - Competitive Compensation - Higher Income Opportunities (Average of 20% worth of Commissions from closed businesses ON TOP of your Base Compensation) - Monthly, Quarterly and Annual Bonuses - Rewards and Recognition (Individual, Leadership and Team) - All-Expenses Paid Travel Perks (International and Local) - Work-Life Integration (Personalized Business Calendar/Flexible) - Health and Insurance Benefits - Business Inheritance (Continuity for Children) - Retirement Plan We are looking for Young & Experienced Professionals working for at least one (1) year preferably in the following target industries/universities: - Banking/Bancassurance - Business Process Outsourcing (BPO) - Medical/Pharmaceutical - Fast-Moving Consumer Goods (FMCG) - Telecommunications - Information Technology (IT) - Hospitality/Travel & Tourism - Academe/Education - Premium Sales - Select Government Agencies or Fresh Graduates from the following schools: - University of the Philippines - Ateneo de Manila University - De La Salle University - University of Santo Tomas - Enderun Colleges - University of Asia and the Pacific for our NEW PROGRAMS: - EADP (Elite Advisor Development Program) - ELDP (Elite Leader Development Program) Our programs are engineered to develop the next generation MDRT (Million Dollar Round Table) members on their first year in the program. MDRT makes up of only the Top 3% of Financial Services professionals worldwide. Well-versed, and only the best individuals in Risk-Management and Investment Allocation acumen. Second year of the program is geared towards Management and Leadership. The MDRTs will now become Associate Unit Managers and be able to create and manage their own team the right way. Developing their mentees to be MDRTs and future leaders as well. Moving forward, the Associate Unit Managers will full blown Unit Managers, and will be elevated year on year to eventually become District Managers in five (5 years) and the new pillars of the company moving forward. Note: Program offer is strictly exclusive for the respective recruit profiles mentioned above. If you are one of them, don't hesitate to SEND AN APPLICATION IF INTERESTED.
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