Wealth Portfolio Manager | Entrepreneurship Program
Philam Life - An AIA Group Company
- Makati, Philippines9th, Philam Life Genesis 9F Citibank Center, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippines
- 110,000.00 - 300,000.00 PHP / monthPHP110,000.00300,000.00110,000.00MONTH
- Full time
Job Description
- Acquires newly solicited accounts of individual and corporate clients
- Promotes and markets financial solutions of Philam Life.
- Perform daily prospecting and presentation calls with potential clients
- Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities.
- Provide excellent, personalized customer service.
- Proactively contact clients to establish meaningful long-term relationships.
We have recently launched a career program for selected bank managers which aims to create new breed of expert managers to build the next generation’s executive portfolio managers and premier leaders.
Our offer starts with a generous signing bonus, increased compensation (including quarterly and annual bonuses), numerous perks such as all-expense paid international travel incentives, among other benefits. This offer is exclusive for individuals who have shown a track record of performance and ambitious enough to set new level of personal and professional success.
Numerous company-sponsored travel incentives around the world and monetary financial rewards, commissions, and bonuses, you will enjoy the benefits of your hard work, and you will be recognized for the career and business milestones that you will achieve.
The job has four key components designed to help you achieve your entrepreneurial goals:
High impact training
- You will be given high-impact training and business building support to ensure that you will become a financial services expert. This will equip you with industry leading sales tools and dedicated support team to help you build and grow a sustainable business.
Business building support
- Equips you with a competitive product portfolio, industry leading sales tools, and dedicated support, to help you build and grow a sustainable business.
- Career path development
- Empowers you to determine how to expand your business in the pursuit of achieving your own definition of success.
Premier rewards
- Make sure you enjoy the benefits of your hard work, and highlight the achievement of your business milestones.
Minimum Qualifications
- At least 5 years of work experience (banking)
- Strong communication skills
- Confident, self-motivated, resilient and entrepreneurial personality
- Ability to put the client first
- People-oriented
- Goal oriented to an individual and team level
- Strong desire for performance-driven compensation and growing earnings potential
- Enthusiastic and interested in financial services industry
Perks and Benefits
Flexitime
Paid Holidays
Paid Vacation Leave
Paid Sick Leave
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Employee Discounts
Free Lunch or Snacks
Gym Membership
Performance Bonus
Recruitment / Signing Bonus
Stock Options
Jobs Summary
- Job level
- Director / Executive
- Job category
- Sales and Marketing
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 9th, Philam Life Genesis 9F Citibank Center, Makati, Metro Manila, Philippines
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
