Wealth Portfolio Manager | Full Time  

Philam Life, the number 1 life insurance company in the country, aims to promote longer, better and healthier lives among Filipino families. To succeed in this mission the company is hiring individuals with proven track records in management and sales to be part of the company and act as Wealth Portfolio Managers. The goal of a Portfolio Managers is to educate Filipinos on prudent ways to manage finances and increase awareness on how to live healthier. Qualified and accepted candidates are to:

• Conduct risk profile assessments and financial health checks on prospective client
• Create a comprehensive financial road map for clients based on client-centric objectives
• Recommend financial solutions suitable for prospects based on advisor assessment and client preference
• Execute and implement vital financial solutions to bridge portfolio gaps focusing capital growth and risk mitigation
• Actively acquire new clients by tapping on existing personal and business networks while maintaining a strong relationship with current client base

• Bachelors’ Degree from business and/or management-related courses
• Self-motivated and entrepreneurial
• Superb communication skills in Filipino and/OR English
• 2 years’ experience in the following preferred fields is a plus:
  • Banking and Finance
  • Pharmaceutical Sales
  • BPO
  • Hospitality Management
• Personal commitment to create and maintain client relationships
• Noteworthy credit rating is a must