Wealth Portfolio Manager

Philam Life - Makati

  • Makati, Philippines
    6F Makati Direct, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 120,000.00 PHP / monthPHP50,000.00120,000.0050,000.00MONTH
  • Full time
Posted 6 months ago and deadline of application is on 2 Aug
Recruiter was hiring 5 hours ago

Wealth Portfolio Manager

Philam Life - Makati

Job Description

  • Recommend financial products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
  • Guide and help clients in the implementation and execution of financial plan such as but not limited to insurance, investments, estate planning, debt management.
  • Actively seeks clients to build a practice and comply with all industry rules and regulations.

Minimum Qualifications

  • Graduate of a Bachelor’s Degree of any 4-Year course
  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Fresh graduates are welcome to apply

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
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

Required Skills

  • Relationship Management
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Analyzing Data
  • Interpersonal Skills
  • Communication Skills
  • Closing Sales

Preferred Courses

  • Accountancy
  • Applied Economics [Financial Economics] and BS Business Management
  • Financial Management

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
126 L.P. Leviste Street, Makati, Metro Manila, Philippines
12 openings

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About Philam Life - Makati

Philam Life is the country’s premier life insurance company with PHP251.4 billion in total assets as of 31 December 2017, while serving almost 600,000 individual policyholders and over 2,200,000 insured group members. Philam Life understands the needs of its customers and provides holistic solutions that include life protection, health insurance, savings, education, retirement, group, and credit life insurance. It also offers bancassurance and fund management products and services through its subsidiaries - BPI Philam Life Assurance Company (BPLAC) and Philam Asset Management Inc. (PAMI). Philam Life is a member of AIA Group Limited, the largest independent publicly-listed pan-Asian life insurance group. About AIA AIA Group Limited and its subsidiaries (collectively “AIA” of the “Group”) comprise the largest independent publicly-listed pan-Asian life insurance group. It has presence in 18 markets in Asia-Pacific - wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, Cambodia, a 97 perc cent subsidiary in Sri Langka, a 49 per cent joint venture in India and a representative office in Myanmar. The business that is now AIA was first established in Shanghai almost a century ago. It is a market leader in the Asia-Pacific region (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$216 billion as of November 2017. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299” with American Depository Receipts (Level 1) traded over-the-counter market (ticker symbol:”AAGIY”).
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