Wealth Portfolio Manager

Philam Life Insurance - Cuaso Associates Agency

  • Makati, Philippines
    6, 126 LP Leviste St. Salcedo Village Makati City, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Full time
Posted 5 months ago and deadline of application is on 31 Mar
Recruiter was hiring 4 hours ago

Job Description

  • Active acquisition of new clients and tapping on existing personal and business network.
  • Maintain proper documentation following guidelines established by compliance and management.
  • Comply with all industry rules and regulations
  • Execute and negotiate follow through of implementation vehicles including insurance, investment and other tasks needed by the client.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;

Perks and Benefits

  • Flexitime Flexitime
  • Paid Holidays Paid Holidays
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Company Car Company Car


Free Trips - Domestic and International

Unlimited Income

Enterpreneuship - Be Your OWN BOSS

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
6, 126 LP Leviste St. Salcedo Village Makati City, Makati, Metro Manila, Philippines
25 openings

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About Philam Life Insurance - Cuaso Associates Agency

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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