Wealth Portfolio Manager - Binondo
Philam Life
- Makati, Philippines9th Floor, Citibank Center, Paseo de Roxas corner Villar Street, Makati, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Expired 5 years ago
2019-03-04T16:16:03.724928+00:00Job closed.
Job Description
- Conduct financial needs analysis and provide financial advice based on clients’ financial and protection needs
- Initiates prospecting activities and sales presentations to potential clients
- Establish and maintain client relationships
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Work experience in sales is an advantage; those with customer service experience gained from banking, FMCG, pharmaceutical, travel and tourism and BPO industries are also encouraged to apply.
Required Skills
- Relationship Management
- Sales and Marketing Knowledge
- Analyzing Data
- Customer Service
- Account Management
- Selling
- Closing Sales
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Office Address
- 9th Floor, Citibank Center, Paseo de Roxas corner Villar Street, Makati, Makati, Metro Manila, Philippines
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About Philam Life
At Philam Life, we know that life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities.
This 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 successes, fears into peace in mind, and dreams into reality.
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.