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
- Regular communication to stakeholders about key market developments and our recommended portfolio mix
- Allocation according to AXA products and allocation of overall client portfolio including Metrobank products or even external positions
- Development of the Investment Team’s Asset Allocation Engine; recommended investment strategies per client profile (Strategic and Tactical)
- Development of portfolio tools to assist distributors in creating appropriate portfolios using latest historical data, forecasts, and simulations
Key Result Areas
Building a base of aligned and relevant Investment Knowledge for AXA’s distribution network and customersMajor Activities / Responsibilities
Aligning sound investment principles into the training curriculum of Distribution, Learning and DevelopmentRegular market updates and reinforcement of key conceptsCustomization of communication according to customer segmentation, risk preferences, and goalsResource speaker for investors’ forum, client gatherings, etc.Key Result Areas
Direct management of some UL funds
Major Activities / Responsibilities
Directly oversees the management and / or rebalancing of (UL) feeder fundsKey Result Areas
Strategic Development or Idea Generation for New Funds
Major Activities / Responsibilities
Recognize from distributors’ and clients’ unfilled portfolio needs and exposuresRelay / Coordinate to the General Account and Unit-Linked Investment Manager the opportunity for the unmet asset profile / exposures for their developmentKey Result Areas
Provide strategic direction for management of the Unit-Linked Funds
Major Activities / Responsibilities
Oversees fund performance monitoringRecommends changes to fund managementReviews UL policies, investment process and strategic allocation of the fundsKey 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 fundsKey Result Areas
Creation, development and improvement of unit linked funds universe
Major Activities / Responsibilities
Creates the long-term roadmap of fund development in alignment with key stakeholdersCreates long term asset allocation recommendationsOthers
Review of underlying assets or funds, third party asset managers, counterparties and brokers, fund administrators and custodians.Review of policies under Group Standard HandbookPresentations to LIAC and BIC on UL activitiesEducational Qualifications / Certifications
Graduate degree (post-graduate, preferred) in Business, Economics, Mathematics, Actuarial Science or Statistics.Exams / certifications like CFA, Actuarial Exams and FRM are an advantageDecisions / Quantifiable Data Related to Job
Identification, assessment and idea generation of funds that are opportunistic or gaps in client portfoliosDevelopment of appropriate communication measures and strategies to convey market view and actionable investment recommendationsDevelopment of coherent and consistent investment concepts and tools to be implemented throughout the customer journeyCreation of new fund mandates and value-adding portfolio recommendations for customersCandidate Relevant Experience / Personal Characteristics / Behaviors
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