Management Trainee / Wealth Portfolio Manager

Philam Life Mega Associates

  • San Juan, Philippines
    Service Road , San Juan, Metro Manila, Philippines
    San Juan
    Metro Manila
  • 25,000.00 - 300,000.00 PHP / monthPHP25,000.00300,000.0025,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 26 Dec
Recruiter was hiring 9 hours ago

Management Trainee / Wealth Portfolio Manager

Philam Life Mega Associates

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

  • Strong analytical and planning skills
  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Passionate about making a difference in people's lives

Graduates from Top Universities

  • Ateneo de Manila University (AdMU)
  • De La Salle University (DLSU)
  • University of Santo Tomas (UST)
  • Enderun Colleges
  • University of Asia & Pacific (UA&P)

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
  • 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
  • Sales and Marketing Knowledge
  • Analyzing Data
  • Complex Problem-Solving
  • Selling

Preferred Courses

  • Business Management
  • Business Administration
  • Development Studies and BS Marketing 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
Service Road , San Juan, Metro Manila, Philippines
Financial and Insurance Services
1 opening

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About Philam Life Mega Associates

The Philippine American Life and General Insurance Company (also commonly known by its trade name, Philam Life), under the AIA Group Company, is the country's largest insurance and wealth management company. Branded as The Strongest Life Insurance Firm, Philam Life leads in terms of assets, net income, and networth among all insurance companies in the Philippines. But more than affirming our strength and stability, 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. 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.