Wealth Portfolio Manager
Peak Wealth Solutions (a Philam Life Premier Agency)
- Makati, Philippines9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30,000.00 - 100,000.00 PHP / monthPHP30,000.00100,000.0030,000.00MONTH
- Full time
Posted 2 months ago and deadline of application is on 29 Jun
Recruiter was hiring 3 hours ago
Job Description
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
Minimum Qualifications
- 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
Perks and Benefits
Employee Discounts
Flexitime
Free Lunch or Snacks
Life Insurance
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Performance Bonus
Retirement Benefit Plans
Recruitment / Signing Bonus
Stock Options
Work from Home
Other
- International and local travel incentives
- Other performance-based incentives
Required Skills
- Relationship Management
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Time Management
- Leadership skills
- Communication Skills
Jobs Summary
- Job level
- Associate / Supervisor
- Job category
- Management and Consultancy
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, Philippines
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About 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.
