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Keywords / Skills : Sales Professional, Insurance, Investment Advisor, Investment Planning, Wealth Management, Financial Planner, Portfolio Manager, mutual fund, securities

4 - 5 years
Posted: 2019-10-17

Industry
Banking/Accounting/Financial Services
Insurance
Function
Banking, Insurance & Financial Services
Role
Portfolio Manager
Education
Bachelors
Degree
Posted On
17th Oct 2019
Job Ref code
0002
Job Description
Wealth Portfolio Manager Responsibilities:

- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives for their retirement, savings, health coverages and child educational needs

- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

- Managing and updating client portfolios.

- Contacting clients regularly to discover changes in their financial status.

- Building and maintaining your client base.

- Start training to be a Manager or Managers on your 2nd year

- Fixed Income starts at P25,000 up to P75,000 excluding commissions, allowances, bonuses and travel incentives. Offices will be Makati and Cubao, QC

Wealth Portfolio Manager Requirements:

•College Graduate

• 1-2 years of sales experience is plus but not a requirement

• Knowledge of mutual fund, securities, and insurance industries is also a plus Proficient in Word, Excel, Outlook, and PowerPoint.

About Company

At Philam Life, we know that life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities.

This is why we are committed to genuinely engage with our customers through meaningful dialogue. By talking to them, we know that we can better provide them with the right solutions and the right plans that turn struggles into successes, fears into peace in mind, and dreams into reality.
We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives.
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