Wealth Portfolio Manager  

Make a positive impact by helping clients attain their dreams as well as manage life’s uncertainties thru financial planning

Key job function includes the following:

• Secure new individual and corporate clients
• Educate clients on concepts related to investments, risk management, education, retirement, estate planning, and others
• Present investment and insurance solutions that match the client’s financial goals and risks
• Provide continuous updates, ensure excellent customer service and maintain a long-term relationship with clients

Become a high-calibre wealth portfolio manager by entering our 2-year STEP (Shift to Entrepreneurship Program). This holistic program provides the ff:

• Structured skills-based training
• Financial Support
• Supervised real-life field experience
• Comprehensive development program to be a professional financial consultant or agency builder

In partnership with Genesis by Philam Life

• College Graduate
• Has at least 3 years work experience preferably from the ff industries: Banking, BPO, Medical/Pharma Sales, Premium Sales or Tourism
• Candidate must be based or willing to work in Metro Manila
• Excellent communication, presentation, and interpersonal skills
• Self-managed and hardworking
• Computer literacy preferred