Peak Wealth Solutions (a Philam Life Premier Agency)
Peak Wealth Solutions (a Philam Life Premier Agency)

Wealth Portfolio Manager  

Peak Wealth Solutions (a Philam Life Premier Agency)

 
  • Makati, Philippines
    9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • 30.000,00 PHP - 100.000,00 PHP / month
    PHP
    30000
    100000
    30000
    MONTH
  • Toàn thời gianFULL_TIME

Đã hết hạn 3 years ago

2021-05-18T23:16:02.026378+00:00
Công việc đã đóng.

Miêu Tả Về Công Việc

We are looking for Wealth Portfolio Managers who want to be successful in the investment planning industry to join our team of seasoned Financial Consultants. As a Wealth Portfolio Manager, you will:

  • Build connections with individuals and companies
  • Schedule face-to-face meetings with prospective clients
  • Attend trainings and seminars to enhance and develop skills
  • Provide excellent client servicing for clients

Trình độ tối thiểu

  • Must have a experience in any of the following fields: Real Estate, BPO, Pharmaceutical Sales, Premium Sales, Academe, Hotel and Restaurant Management, or select Government agencies (e.g. BIR and Registry of Deeds)
  • Must be self-driven and self-starting
  • Must have an entrepreneurial mindset
  • Must have excellent communication skills
  • Must be willing to learn and be coached
  • Must have disciplined time management

Đặc quyền và lợi ích

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Stock OptionsStock Options
  • Free Lunch or SnacksFree Lunch or Snacks
  • Medical / Health InsuranceMedical / Health Insurance
  • Employee DiscountsEmployee Discounts
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans

Khác

  • International and local travel incentives
  • Other performance-based incentives

Kỹ năng cần thiết

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Time Management
  • Leadership skills
  • Communication Skills

Tóm tắt công việc

Trình Độ Công Việc
Phó Giám Sát/Giám Sát
Ngành Nghề
Management and Consultancy
Yêu cầu học vấn
Tốt nghiệp Cử nhân
Nhà tuyển dụng trả lời hồ sơ
Often
Địa chỉ văn phòng
9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, Philippines
Ngành nghề
Financial Services
Vị trí đang tuyển
15 vị trí tuyển dụng mới
Trang web
http://www.peakwealthsolutions.com

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Về Peak Wealth Solutions (a Philam Life Premier Agency)

Peak Wealth Solutions is a Premier Agency of Philam Life, headed by Mr. Emmanuel Paras, former Assistant Vice President for Sales of Philam Life and 2016 President of the Life Underwriters Association of the Philippines. The team operates in Makati City. Philam Life is the leading life insurance company in terms of Net Worth, Total Assets and Net Income. It is part of the leading pan-Asian insurance organization, American International Assurance (AIA), based in Hongkong.

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