Wealth Portfolio Manager / Entrepreneurship Program
Philam Life - Reyes Unit
- Makati, Philippines9F Citibank Center, Paseo De Roxas corner Villar St, Salcedo Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱70,000.00 - ₱250,000.00 / monthPHP7000025000070000MONTH
- Full timeFULL_TIME
Job Description
- Help people plan and achieve their financial goals and dream lifestyle
- Help companies in financial planning, investments, employee retirement and benefit compensation
- Conduct financial needs analysis for clients and do annual portfolio review
- Deliver customized investment solutions to help clients work toward their financial goals
- Develop and deepen client relationships through personalized servicing
- Explain features and provide access to various financial solutions
Minimum Qualifications
- Candidate must possess at least a Bachelor's/College Degree in any field with STRONG ENTREPRENEURIAL inclination; This is a career with a track to Entrepreneurship.
- At least 2-3 years of sales experience in the following fields is a definite advantage: Banking/ Financial, Pharmaceutical, BPO, Tourism & Hotel industry, Premium Item Sales and Real Estate.
- Fresh graduates will be entertained preferably (but not required) from the following: Ateneo, La Salle, UAP & Endurun; a strong entrepreneurial inclination will be an advantage
- Good communication and presentation skills
If you think any of these ideas below are worth pursuing, then we'd like you to talk to us.
🖒 I wish to help filipino families everywhere with their significant financial decisions.
👍 I want to have a career that can potentially earn unlimited income for myself
👍 I want to own a business that is easy to run, needs little money to set-up & provides tremendous growth potential for years to come.
👍 I want to have a career that also provides me with good work-life balance.
👍 I want to travel for free with my loved ones to different parts of the country and the world on a regular basis.
👍 I want to break free from my 8-hour work schedule and explore a career opportunity in financial/wealth coaching
Perks and Benefits
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Stock Options
- Free Lunch or Snacks
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 9F Citibank Center, Paseo De Roxas corner Villar St, Salcedo Village, Makati, Metro Manila, Philippines