Wealth Portfolio Manager

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TYPE OF WORK

Full Time

WAGE / SALARY

25000

HOURS PER WEEK

TBD

DATE UPDATED

Jun 3, 2020

JOB OVERVIEW

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

Perks and Benefits

Flexitime
Work from Home
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Employee Discounts
Free Lunch or Snacks
Performance Bonus
Recruitment / Signing Bonus
Stock Options
Others

International and local travel incentives
Other performance-based incentives
Job Requirements:
Minimum Qualifications and Experience
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
College graduate
Skills

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

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