Wealth Portfolio Manager

Philamlife - Pinnacle Financial Advisors

  • Makati, Philippines
    9/F, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 150,000.00 PHP / monthPHP50,000.00150,000.0050,000.00MONTH
  • Full time
Recruiter was hiring 18 days ago

Job Description

  • Initiates prospecting activities and sales presentations to potential cients
  • Conduct financial needs analysis and provide financial advice based on clients’ financial and protection needs
  • Establish and maintain client relationships

Minimum Qualifications

Be part of Philam Life’s Premier Agency and get into the business of helping people realize their deams - including yours. This career offers you the opportunity to earn unlimited income, get continuous training and development and make a real difference in the lives of the Filipinos.


  • If you possess at least a Bachelor’s/College degree in any field
  • Have 2 years work experience
  • Preferrably from the bank industry, BPO, or Agency Managers, Premium Sales, Academe/ Education, Medical/ Pharmaceutical Sales, Tourism & Leisure, Select Government Agencies, Fast-Moving Consumer Goods, etc.
  • Able to communicate well
  • Have excellent listening skills
  • Have excellent time management skills
  • Have the passion to help others
  • Have the passion to learn new things

Then this career is the one for you!

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

Required Skills

  • Relationship Management
  • Presentation Skills
  • Problem Solving
  • Networking
  • Communication Skills
  • Negotiation
  • Handling Objections

Jobs Summary

Job level
Mid-Senior Level / Manager
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9/F, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
10 openings

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About Philamlife - Pinnacle Financial Advisors

PHILAMLIFE The Philippine American Life and General Insurance Company (Philam Life) is the largest life insurance company in the Philippines and the market leader for over 70 years. Philamlife offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. Philam Life has the most extensive network of offices and sales agencies nationwide. Philam Life is part of the AIA group Limited, the largest independent publicly listed pan-Asian life insurance group in the world. It has main operating subsidiaries or branches in 17 markets in the Asia Pacific - Hong Kong, Thailand, Singapore, Malaysia, China, Korea, Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 92 percent subsidiary in Sri Lanka, a 26 percent join-venture in India, and a representative office in Myanmar. The business that is now AIA was first established in Shanghai over 90 years 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 a total assets of US$147 billion as of 31 May 2013. Through an extensive network of agents and employees across Asia-Pacific, AIA serves the holders of more than 27 million individual policies and over 16 million participating members of group insurance schemes. AIA Group Limited is listed in the Main Board of the Stock Exchange of Hong Kong Limited under the stock code "1299" with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: "AAGIY").
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