Wealth Portfolio Manager

Roaring Lions Financial | Philam Life

  • Makati, Philippines
    9F, Paseo de Roxas , Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 250,000.00 PHP / monthPHP25,000.00250,000.0025,000.00MONTH
  • Full time
Posted 3 months ago and deadline of application is on 30 Mar
Recruiter was hiring 4 hours ago

Wealth Portfolio Manager

Roaring Lions Financial | Philam Life

Job Description

Roaring Lions Financial, one of Philam Life's fastest growing teams is now accepting applicants for the Elite Advisor Development Program. The program will pave the way for up-and-coming professionals and fresh graduates to be an advocate of change and to earn based on performance.

A Personal Financial Strategist helps individuals map out their financial life. They provide sound advice that will help clients grow, preserve, and protect their personal assets. After your first year, we will train you to be a manager of Financial Strategists and to expand your advocacy at your own pace.

We are looking for experienced professionals from the following industries:

  • Banking
  • Bancassurance
  • Fast-Moving Consumer Goods
  • Selected Government Agencies
  • Accounting
  • Law
  • Media

We are also accepting fresh graduates from the following universities:

  • University of the Philippines (Diliman, Baguio, Los Banos)
  • Ateneo de Manila University
  • De La Salle University
  • College of St. Benilde
  • Enderun Colleges
  • University of Asia & the Pacific
  • University of Santo Tomas

Be mentored by one of the youngest successful professionals in the industry—Unit Manager and MDRT Member Josh Bayabo—and be a member of the Million Dollar Round Table. Million Dollar Round Table (MDRT) is the association of the top 3% Financial Professionals all over the world.

Our company is investing 3,000,000,000 to this program, hence the generous package we’re offering:

  • Career Development on the First year
  • Monthly Compensation ranging from 25,000 - 150,000 pesos
  • Performance-based Commission from 3% - 60%
  • Monthly, Quarterly, and Annual Bonuses
  • Quarterly and Annual Recognition and Rewards
  • All-Expense-Paid International Travel Incentives with Allowance
  • Annual attendance to the Global Convention of Financial Professionals
  • Work-Life Balance
  • Medical and Life Insurance
  • Stock Options for Retirement

Interested applicants are encouraged to send their CV/ Resume

Minimum Qualifications

  • Self-Driven
  • Growth-Driven
  • Coachable
  • Great Planning Skills
  • Good Communication Skills
  • Entrepreneurial Mindset

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Maternity & Paternity Leave Maternity & Paternity Leave
  • Single Parent Leave Single Parent Leave
  • Special Leave Benefits for Women Special Leave Benefits for Women
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options

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
Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
Financial Services
20 openings

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About Roaring Lions Financial | Philam Life

Roaring Lions Financial is a premier team of experts in the field of personal finance, investment, and insurance. Being one of the fastest growing teams in the business, we are competitive in bringing strategic financial protection for Filipinos at any stage of life, while balancing it with excellent customer service and consistent training for new financial skills and knowledge. Philam Life is the country’s premier life insurance company with PHP251.4 billion in total assets as of 31 December 2017, while serving almost 600,000 individual policyholders and over 2,200,000 insured group members. Philam Life understands the needs of its customers and provides holistic solutions that include life protection, health insurance, savings, education, retirement, group, and credit life insurance. It also offers bancassurance and fund management products and services through its subsidiaries - BPI Philam Life Assurance Company (BPLAC) and Philam Asset Management Inc. (PAMI). Philam Life is a member of AIA Group Limited, the largest independent publicly-listed pan-Asian life insurance group.
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