Adapt to the programs learning and development road map of Philam.
Wealth Portfolio Managers are expected to be customer-focused, with desire and ability to communicate frequently with clients regarding account / s.
Wealth Portfolio Managers must continually prospect for new clients while maintaining strong relationships with their current client base.
Develop and implement investment and protection strategies for individuals and institutional clients.
Under the purview of Financial Services industry careers, the proposition is exposed to doing analysis to be able to determine the specific needs of clients.
This includes Income Protection, Retirement, Savings, Education, Mutual Funds and Health Plans.
Active Listening : You must be able to listen to and understand your client's financial goals.
Critical Thinking : To figure out how to help your clients meet their goals, the candidate needs to evaluate all the date available.
Verbal Communication : Must be able to clearly explain the financial services Philam Life can provide to potential clients.
Highly skilled professionals in the field of Sales, Banking, Marketing, Pharmaceutical, Finance, Accounting, Customer Service, Academe, Hospitality Management, Account Management and even Entrepreneurs.
At least 2 years experience in the field of Sales.
Personal commitment and relationship building skills crucial to establishing long-term clients.
Excellent communication, presentation, time management and organizational skills.
Has the desire to help people plan for the future is very important.
Strong people skills with an established network of personal and business contacts are necessary.
People oriented and tech savvy.