Wealth Portfolio Manager
Philam Life (Melendres Associates)
Makati, Metro Manila, Philippines
9d ago
source : Kalibrr, Inc.

Job Description

Make a positive impact by helping clients attain their dreams as well as manage life’s uncertainties thru financial planning

Key job function includes the following :

  • Secure new individual and corporate clients
  • Educate clients on concepts related to investments, risk management, education, retirement, estate planning, and others
  • Present investment and insurance solutions that match the client’s financial goals and risks
  • Provide continuous updates, ensure excellent customer service and maintain a long-term relationship with clients
  • Become a high-calibre wealth portfolio manager by entering our 2-year STEP (Shift to Entrepreneurship Program). This holistic program provides the ff :

  • Structured skills-based training
  • Financial Support
  • Supervised real-life field experience
  • Comprehensive development program to be a professional financial consultant or agency builder
  • In partnership with Genesis by Philam Life

    Minimum Qualifications

  • College Graduate
  • Has at least 3 years work experience preferably from the ff industries : Banking, BPO, Medical / Pharma Sales, Premium Sales or Tourism
  • Candidate must be based or willing to work in Metro Manila
  • Excellent communication, presentation, and interpersonal skills
  • Self-managed and hardworking
  • Computer literacy preferred
  • Apply
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