Wealth Portfolio Manager

Job Description:
Obtain new personal or corporate account for Philam Life Build long term relationships with clients Provide advice and guidance to clients regarding planning and portfolio management Help build, diversify and monitor clients' portfolio LEVERAGE on your existing network while building a business in Financial Advisory practice.


DISCOVER and Find NEW opportunities doing what you do best.


WORK at your OWN PACE and TIME by managing your own business calendar.


ENJOY the financial rewards and exciting incentives.


Find out about Philam Life's STEP or Shift To Entrepreneurship Program.
Minimum Qualifications:
Good communication and presentation skills Excellent problem-solving skills Residing/working within Metro Manila (NCR) or nearby areas (has no issues going to Makati office at least thrice a week) 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.