Wealth Portfolio Manager / Elite Financial Advisor
Philam Life Genesis (Tan Unit)
Makati, PH
2d ago

Job Description

Be a Manager of Managers in 5 years with Philam Life AIA!

Mission : To provide financial freedom to every Filipino family through client-centered financial coaching.

Provide advice and guidance to clients regarding financial planning and portfolio management

Help clients build, diversify & monitor their wealth portfolio

Build long term relationship with clients

Be part of the Elite Development Program and enjoy the following benefits :

Training, Development & Mentoring Program : 5-year Elite Advisor to Leadership track

Time Freedom : Work at your own pace / flexible working hours

Environment : Professional colleagues & fun working environment

Capital Support : Allowance, incentives / bonuses & travel incentives (Japan, Hawaii & Italy)

Minimum Qualifications

  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Residing / working within Metro Manila (NCR) (has no issues going to Makati office at least twice a week, after ECQ)
  • Work experience - Bank Branch Managers, Relationship Managers, Account / Sales Officers. Who would like to shift to the insurance industry full-time to explore opportunities with us as an independent-contracted Wealth Portfolio Manager.
  • 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 transition from employee to entrepreneur.
  • Perks and Benefits

  • Work from Home
  • Retirement Benefit Plans
  • Medical / Health Insurance
  • Stock Options
  • Performance Bonus
  • Life Insurance
  • Flexitime
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