Financial Adviser | Portfolio Manager
Philam Life Genesis (Tan Unit)
Makati, PH
6d ago

Job Description

LEVERAGE on your existing network while building a business in Financial Advisory practice.

DISCOVER and Find NEW opportunities doing what you do best.

WORK at your OWN PACE and TIME by managing your own business calendar.

ENJOY the financial rewards and exciting incentives.

Find out about Philam Life's EADP or Elite Advisor Development Program.

Responsibilities :

  • Obtain new personal or corporate account for Philam Life
  • Build long-term relationships with clients
  • Provide advice and guidance to clients regarding planning and portfolio management
  • Help build, diversify and monitor clients' portfolio
  • Minimum Qualifications

  • Fresh Graduated from the following universities : De La Salle University, Ateneo de Manila University, UA&P, Enderun Colleges, etc..
  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Residing / working within Metro Manila (NCR) or nearby areas (has no issues going to Makati office at least twice a week, after ECQ)
  • We will also consider candidates from other industries- Pharmaceuticals, BPO, Premium Item Sales, Tourism / Hospitality, Education / Private School Teachers, and Real Estate.
  • We have the right program to help you get started with your career.
  • Perks and Benefits

  • Retirement Benefit Plans
  • Employee Discounts
  • Free Lunch or Snacks
  • Medical / Health Insurance
  • Stock Options
  • Performance Bonus
  • Recruitment / Signing Bonus
  • Life Insurance
  • Other :

    Company travel incentives (Japan, L.A., Amsterdam, etc..)

    Required Skills

  • Relationship Management
  • Attention to Detail
  • Time Management
  • Communication Skills
  • Listening
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