Elite Portfolio Manager
Goal Developers League - A Premier Unit of Philam Life
- Makati, Philippines9F, Paseo de Roxas, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱25,000.00 - ₱75,000.00 / monthPHP250007500025000MONTH
- Full timeFULL_TIME
Expired 5 years ago
2019-06-29T16:00:00+00:00Job closed.
Job Description
Elite Portfolio Managers are expected to :
- Establish and develop long-term relationships with clients.
- Do proper financial planning through analysing personal financial situations of clients and issuing recommendations for financial solutions and programs that can help clients achieve different financial goals.
- Recommends financial solutions such as investments, insurance, assets, cash flow management, debt management etc.that is fit to the client's financial goals.
All of these are done in a very convenient iPad system developed by the company that is readily available at your fingertips.
Minimum Qualifications
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Willing to be mentored
- Responsible in creating and managing investment allocations of clients.
- Can build a good client relationship.
Perks and Benefits
Work from Home
Retirement Benefit Plans
Free Lunch or Snacks
Medical / Health Insurance
Stock Options
Performance Bonus
Recruitment / Signing Bonus
Life Insurance
Flexitime
Transportation Allowances
Other
- Monthly Performance Bonus
- International Incentive Trips
- Full Commissions on Sales on top of monthly allowance
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Customer Service
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
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About Goal Developers League - A Premier Unit of Philam Life
We are GDL - Goal Developers League, a premier league of Philam Life. We were established June 2016 and became one of the premier units of the company within a year.
GDL Mission
An exemplary league of professional life planners, driven to lead Filipinos in all walks of life towards development and achievement of their life goals.
GDL Vision
We are globally recognised as a premier league of MDRTs and GAMA Leaders.
GDL Core Values
Transparency, Integrity, Passion, Professionalism and High Productivity.
Also, our unit is in line with Philam Life's mission, vision and core values.
Philam Mission
A Philam Life policy for every Filipino family.
We empower Filipinos to achieve financial security and prosperity.
Philam Vision
We are the undisputed leader in life insurance and wealth management.
Philam Core Values
Integrity, Passion for Excellence, Malasakit and Kusang-loob.
Our unit, our company is part of a bigger group of companies, AIA. We do hereby abide with AIA's operating philosophy of "Doing the Right Thing, in the Right Way, With the Right People and the Right Results will come" with our pursuit of doing our mission and achieving our vision