Portfolio Manager

Not on online job but more of a consultant type

We are looking to hire a Portfolio Managers to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. 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 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.