Wealth Management Officer

PhilPlans First, Inc.
Full-time Makati City, Metro Manila Other-General
Posted:
March 04, 2026
Location:
Makati City, Metro Manila, Philippines

Job Description

Delivery of required production for the company's products and/or related services stipulated by the Company as the Region's quota every month.
Requirements:
At least 5-8 years of relevant experience and with good sales track record.
Effective Sales Individual contributor handling retail and corporate accounts.
Experience in Insurance, Financial or Real Estate is preferred.
Excellent communication, interpersonal skills and problem-solving abilities.
Excels in identifying goals, developing plans and execution of plans to achieve the quota.
Competent in managing own time and the time of others.
Self-motivated, energetic and willing to accept challenges in this fast paced market.
Other duties may be assigned.
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Job Overview

Job Type: Full-time
Location: Makati City, Philippines
Posted: March 04, 2026
Deadline: April 13, 2026