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Portfolio Manager Role

2 weeks ago

Manila, National Capital Region, Philippines Prime Summit Life Insurance Agency Full time

We're looking for a skilled and motivated Licensed Financial Consultant to join our team at Prime Summit Life Insurance Agency.

In this part-time role, you'll have the opportunity to provide financial planning services to clients, manage their portfolios, and help them plan for retirement.

Your Key Responsibilities
  • Work closely with clients to understand their financial goals and develop tailored solutions.
  • Stay up-to-date with market trends and regulatory changes, applying this knowledge to enhance client portfolios.
  • Collaborate with colleagues to ensure seamless delivery of services and meet client expectations.
Requirements
  • You must be based in Metro Manila for in-person meetings.
  • You should be willing to undergo training and professional development to stay current in your role.
  • You'll need excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • A 4-year course graduate, preferably with a background in finance or related field, is preferred.

If you're passionate about helping others achieve their financial goals and growing your career in a dynamic industry, we'd love to hear from you