Wealth Portfolio Manager

Philam Life- Regina Financial Advisors

  • Makati, Philippines
    Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 200,000.00 PHP / monthPHP50,000.00200,000.0050,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 9 Jun
Recruiter was hiring 19 minutes ago

Wealth Portfolio Manager

Philam Life- Regina Financial Advisors

Job Description

  • Analyze financial needs and renders financial solutions based on client’s priorities
  • Does sales presentations and prospecting to clients
  • Proactively markets investment and insurance solutions
  • Curate a financial plan aiming client’s financial goals and expectations
  • Provide financial updates to ensure client’s financial goals are attainable

Successful applicants will undergo the Elite Advisor Development Program (EADP) which will provide each manager the ff:

  • Development program to be an excellent financial consultant
  • Comprehensive structured training
  • Probable solutions to real-life financial situations

Minimum Qualifications

  • College Graduates from the following schools:
    • University of the Philippines (UP)
    • Ateneo de Manila University (ADMU)
    • De La Salle University (DLSU)
    • University of Santo Tomas (UST)
    • Enderun Colleges
    • University of Asia & Pacific (UA&P)
  • 1 year working experience in the following industries:
    • Banking / Bancassurance
    • Business Process Outsourcing (BPO)
    • Medical / Pharmaceutical
    • Fast Moving Consumer Goods
    • Telecommunications
    • Information Technology (IT)
    • Hospitality / Travel & Tourism
    • Academe / Education
    • Premium Sales
    • Select Government Agencies
  • Excellent communication and presentation skills
  • People oriented
  • Passionate in helping others
  • Possess strong entrepreneurial inclination and interested in financial service industry
  • Intense desire for performance driven compensation

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

- Monthly Development Fund (50,000-75,000)

-Full Commission

-Production Bonuses

-Trip Incentive

Required Skills

  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Interpersonal Skills
  • Communication Skills
  • Selling
  • Closing Sales

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
Financial Services
20 openings

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About Philam Life- Regina Financial Advisors

ABOUT PHILAM LIFE Our expertise has allowed us to help millions of people achieve their goals, and to be there for them in times of need. At Philam Life, we know that life never stops changing and that people need a partner who understands and supports them through life’s challenges and opportunities. This is why we are committed to genuinely engage with our customers through meaningful dialogue. By talking to them, we know that we can better provide them with the right solutions and the right plans that turn struggles into successes, fears into peace in mind and dreams into reality. We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives. OUR VISION: We are the undisputed leader in life insurance and wealth management. OUR MISSION: A Philam Life policy for every Filipino family. We empower Filipinos to achieve financial security and prosperity.
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