Wealth Portfolio Manager

Peak Wealth Solutions (a Philam Life Premier Agency)

  • Makati, Philippines
    9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, Philippines
    Metro Manila
  • 30,000.00 - 100,000.00 PHP / monthPHP30,000.00100,000.0030,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 29 Jun
Recruiter was hiring 19 hours ago

Job Description

We are looking for Wealth Portfolio Managers who want to be successful in the investment planning industry to join our team of seasoned Financial Consultants. As a Wealth Portfolio Manager, you will:

  • Build connections with individuals and companies
  • Schedule face-to-face meetings with prospective clients
  • Attend trainings and seminars to enhance and develop skills
  • Provide excellent client servicing for clients

Minimum Qualifications

  • Must have a experience in any of the following fields: Real Estate, BPO, Pharmaceutical Sales, Premium Sales, Academe, Hotel and Restaurant Management, or select Government agencies (e.g. BIR and Registry of Deeds)
  • Must be self-driven and self-starting
  • Must have an entrepreneurial mindset
  • Must have excellent communication skills
  • Must be willing to learn and be coached
  • Must have disciplined time management

Perks and Benefits

  • Employee Discounts Employee Discounts
  • Flexitime Flexitime
  • Free Lunch or Snacks Free Lunch or Snacks
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans
  • Performance Bonus Performance Bonus
  • Retirement Benefit Plans Retirement Benefit Plans
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options
  • Work from Home Work from Home
  • International and local travel incentives
  • Other performance-based incentives

Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Time Management
  • Leadership skills
  • Communication Skills

Jobs Summary

Job level
Associate / Supervisor
Job category
Management and Consultancy
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9th Floor, Paras Associates, Philam Life Salcedo Building, 126 L.P Leviste St. Makati City (In Front of MakatiSports Club), Makati, Metro Manila, Philippines
Financial Services
15 openings

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About Peak Wealth Solutions (a Philam Life Premier Agency)

Peak Wealth Solutions is a Premier Agency of Philam Life, headed by Mr. Emmanuel Paras, former Assistant Vice President for Sales of Philam Life and 2016 President of the Life Underwriters Association of the Philippines. The team operates in Makati City. Philam Life is the leading life insurance company in terms of Net Worth, Total Assets and Net Income. It is part of the leading pan-Asian insurance organization, American International Assurance (AIA), based in Hongkong.
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