Goal Developers League - A Premier Unit of Philam Life
Goal Developers League - A Premier Unit of Philam Life

Junior Portfolio Manager  

Goal Developers League - A Premier Unit of Philam Life

  • Makati, Philippines
    9th Floor, Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • PHP 20.000,00 - PHP 25.000,00 / bulan
    PHP
    20000
    25000
    20000
    MONTH
  • Penuh waktuFULL_TIME

Berakhir 5 years ago

2019-06-29T16:00:00+00:00
Ditutup.

Deskripsi Pekerjaan

Junior 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.

Kualifikasi Minimum

  • 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 good client relationship.

Fasilitas dan Tunjangan

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Free Lunch or SnacksFree Lunch or Snacks
  • Medical / Health InsuranceMedical / Health Insurance
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime
  • Transportation AllowancesTransportation Allowances

Lain-Lain

  • Monthly Performance Bonus
  • International Incentive Trips
  • Full Commissions on Sales

Ringkasan Perkerjaan

Tingkat Posisi
Lulusan Baru / Junior
Spesialisasi
Sales and Marketing
Persyaratan tingkat pendidikan
Lulus program Sarjana (S1)
Respon rekruter ke lamaran
Always
Alamat Kantor
Citibank Center, Paseo de Roxas, Makati, Metro Manila, Philippines
Industri
Financial Services
Lowongan
30 lowongan dibuka
Situs
http://www.philamlife.com

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Tentang 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

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