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Portfolio Manager

Job Description

On a daily basis, each successful applicant will:

Call prospective clients and set appointments
Perform financial needs analysis
Find a solution for any financial gap in the client’s portfolio
Manage client’s porffolio and perform annual reviews
Minimum Qualifications

Philam Life’s Career Agency Development Program (CADP) is a program for fresh graduates who have an entrepreneurial mindset and trained become the next generation portfolio managers.

Qualifications

Fresh graduate from the following universities: Ateneo De Manila, De La Salle University, Enderun College, University of Asia and the Pacific, etc.
Candidates from Pharmaceuticals, BPO, Premium Item Sales, Tourism/Hospitality, Education/Private School Teachers, and Real Estate.
Have excellent communication skills
Have excellent presentation skills
Have good time management skills
Is passionate about making a difference in people’s lives
Job Type: Full-time
Salary: 50000

Salary: ₱10000 - ₱50000
Address: Andoy Unit, Apokon, Tagum