Wealth Portfolio Manager
Philam Life (Melendres Associates)
- Makati, Philippines6th Melendres Associates, 126 L.P. Leviste Street, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- ₱60,000.00 - ₱120,000.00 / monthPHP6000012000060000MONTH
- Full timeFULL_TIME
Expired 5 years ago
2019-07-10T16:15:52.031997+00:00Job closed.
Job Description
Make a positive impact by helping clients attain their dreams as well as manage life’s uncertainties thru financial planning
Key job function includes the following:
- Secure new individual and corporate clients
- Educate clients on concepts related to investments, risk management, education, retirement, estate planning, and others
- Present investment and insurance solutions that match the client’s financial goals and risks
- Provide continuous updates, ensure excellent customer service and maintain a long-term relationship with clients
Become a high-calibre wealth portfolio manager by entering our 2-year STEP (Shift to Entrepreneurship Program). This holistic program provides the ff:
- Structured skills-based training
- Financial Support
- Supervised real-life field experience
- Comprehensive development program to be a professional financial consultant or agency builder
In partnership with Genesis by Philam Life
Minimum Qualifications
- College Graduate
- Has at least 3 years work experience preferably from the ff industries: Banking, BPO, Medical/Pharma Sales, Premium Sales or Tourism
- Candidate must be based or willing to work in Metro Manila
- Excellent communication, presentation, and interpersonal skills
- Self-managed and hardworking
- Computer literacy preferred
Perks and Benefits
Retirement Benefit Plans
Medical / Health Insurance
Stock Options
Performance Bonus
Recruitment / Signing Bonus
Life Insurance
Flexitime
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 6th Melendres Associates, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
About Philam Life (Melendres Associates)
We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives.
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 to achieve financial security and prosperity.