Wealth Porfolio Advisor / Entrepreneurship program  

***THIS IS A COMMISSIONED BASE SALES EXECUTIVE POSITION***

A Portfolio Manager provides a sound and customized financial blueprint to grow, manage, and diversify the Net Worth of their private clients (Individuals, families, businessmen, institutional and/or corporate investors.), constructing an effective blueprint of solution/s to reach their clients' financial priorities and goal/s.

• Prospect for new clients and maintain current client relationships by regular contact, at least on a semiannual to annual basis to ensure that they are on track with their objective/s.
• Perform an interview to fully understand the client's current to future financial needs and wants, realizing them into goals, ensuring that both are being met.
• Monitor and manage their client’s accounts in order to achieve their clients' goals on a given time horizon.
• Update their clients on market conditions and economic trends imperative to sustaining a viable book of business.
• Obtain referrals and expanding prospective client networks and portfolios.

• Strong analytical and planning skills
• Good communication and presentation skills
• Excellent problem-solving skills
• Passionate about making a difference in people's lives

Graduates from Top Universities

• Ateneo de Manila University (AdMU)
• De La Salle University (DLSU)
• University of Santo Tomas (UST)
• Enderun Colleges
• University of Asia & Pacific (UA&P)