Wealth Portfolio Manager Fulltime

at Philam Life, CDOC
RESPONSIBILITIES:
Provide a variety of financial solutions to clients:
Planning and arranging of client\'s financial affairs (savings, investments, healthcare, education etc.)
To guide clients on different opportunities in accordance with the latter\'s needs, goals and tolerance for risk.

REQUIREMENTS:
-Candidate must possess at least a Bachelor\'s/College Degree or Post Graduate Diploma / Master\'s Degree in any field.

-At least 2 years of working experience in the related field is required for this position.

-Preferably 5 Yrs Experienced Employees specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent. Job role in Insurance Agent or Financial Services Consultant.

-Ability to deal and interact with different people and preferably with a good network to start with
Energetic and with pleasing personality

-Hardworking and self-motivated to achieve goals the soonest possible time

-Has extensive network, involved in socio-civic organizations.

-With background in Pharma, Real Estate and other related job.




Email your CVs to: fgamotinPAD@outlook.com
G/F-Philam Life Bldg., Velez Echem St., CDOC

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