Job Purpose / Summary
Unit Linked : Lead the unit linked business through the creation of investment mandates, oversight of fund manager
performance and formation of long term capital market views and asset allocation strategies.
Investment Strategy & Communications : Develop AXA Distribution Network’s sales and improve customer persistency and
satisfaction through the use of specialized distributor training, portfolio tools, and customized customer communication.
Develop properly constructed client portfolio recommendations, regular policy reviews and tactical tilt advisory based on
market updates and views.
Key Result Areas
Actionable Investment - Advice whether it is for point of sale or in-force policies
Major Activities / Responsibilities :
per client profile [Strategic and Tactical]
Key Result Areas
Major Activities / Responsibilities
Key Result Areas
Direct management of some UL funds
Major Activities / Responsibilities
Directly oversees the management and / or rebalancing of (UL) feeder funds
Key Result Areas
Strategic Development or Idea Generation for New Funds
Major Activities / Responsibilities
their development
Key Result Areas
Provide strategic direction for management of the Unit-Linked Funds
Major Activities / Responsibilities
Key Result Areas
Creation of a database of economic and financial market indicators
Major Activities / Responsibilities
Creates a database of economic and financial market indicators that will be useful in the rebalancing or asset allocation of funds, development and launching of new funds
Key Result Areas
Creation, development and improvement of unit linked funds universe
Major Activities / Responsibilities
Your Profile
Educational Qualifications / Certifications
Decisions / Quantifiable Data Related to Job
Candidate Relevant Experience / Personal Characteristics / Behaviors
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
About the Entity
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation : fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with billion in total premium income and billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
What We Offer
Director Director • PHILIPPINES, PHILIPPINES