Portfolio Management Officer

4 weeks ago

Philippines AXA Group Full time

Job Purpose:

  • Responsible in providing PSBank clients a holistic approach on securing their financial future by executing proper portfolio management on a higher basis hence creating a centric customer relationship within their business

  • Has the ability to identify the suitability of an investment program to be able to meet the financial goals of a client
  • Focus of engagement is highly on the valued and high-net worth clients of PSBank
Key Results Areas:
Daily Sales Activities:
  • Carry out continuous lead generation activities
  • Set appointments, whether over the phone or face to face
  • Conduct financial needs analysis and portfolio management to provide customized solutions'
  • Prepare documents of customers and submit applications
  • Strengthen customer relationship through policy reviews and regular touchpoints
Defined Customer Experience and Portfolio Management
  • Understand customer profile and segmentation across all areas
  • Develop penetration and execution plan to increase customer base and share of wallet following principles of customer centricity
  • Drive customer engagement standards using AXA Solutions and MAB
  • Proactive management of customer feedback including complaints
  • Provides marketing feedback on products and competitors activity
Professional Development
  • Attend and complete the training curriculum set for skills and talent development
  • Participate in advance training sessions and forums conducted outside the premises of the company
  • Accreditation to run required customer events and programs initiated by the channel
Relationship Management with the Bank Partner
  • Builds and nurtures key business relationship with PSBank Branch Head and staff;
  • Execute prescribed partner engagement activities and events that will develop sales and marketing capabilities of the assigned branch
  • Engage and train bank partners in proper lead generation and hand over process

Your Profile
Qualifications:
  • Bachelor's degree holder
  • 3-5 years of solid Sales and Account Management experience specifically handling clients portfolios
  • With commendable sales performance in Wealth Management of Financial Planning Services to High Net Worth clients

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 P26.4 billion in total premium income and P5.7 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
Please visit for more information.

  • Financial Officer

    1 month ago

    Philippines AXA Group Full time

    Join the Top Global Insurance Brand AXA's FINANCIAL SOLUTIONS OFFICER are confident,optimistic, reliable, and driven individuals who enjoy a career with a noblepurpose. They are full time sales employees based in Metrobank/ PSBank branchesto offer solutions that address the financial needs of the banks' customers.Equipped with technology-based tolls in...

  • office staff

    2 months ago

    Philippines Whistlerfoods Corporation Full time

    OFFICE STAFF is responsible for performing a range of clerical and administrative tasks to support daily operations in an office setting. Their duties include sorting and distributing mail throughout the office, greeting office visitors and directing them to employees and coordinating with Managers to schedule appointments or update schedules.

  • Operations Officer

    4 weeks ago

    Philippines United Nations Children's Fund Full time

    Job DescriptionDescription –>The Operations Officer shall function as a Strategic Business Partner, and will be accountable for the operations functions, facilitate change, provide risk informed, solution-focused analysis, advice and services and contribute to programme and management decisions for delivering results for children in specific operational...

  • Operations Officer

    1 month ago

    Philippines United Nations Children's Fund Full time

    Job DescriptionDescription –>The Operations Officer shall function as a Strategic Business Partner, and will be accountable for the operations functions, facilitate change, provide risk informed, solution-focused analysis, advice and services and contribute to programme and management decisions for delivering results for children in specific operational...

  • Operations Officer

    1 month ago

    Philippines United Nations Children's Fund Full time

    Job DescriptionDescription –>The Operations Officer shall function as a Strategic Business Partner, and will be accountable for the operations functions, facilitate change, provide risk informed, solution-focused analysis, advice and services and contribute to programme and management decisions for delivering results for children in specific operational...

  • Operations Officer

    1 week ago

    Philippines United Nations Children's Fund Full time

    Job DescriptionDescription –>The Operations Officer shall function as a Strategic Business Partner, and will be accountable for the operations functions, facilitate change, provide risk informed, solution-focused analysis, advice and services and contribute to programme and management decisions for delivering results for children in specific operational...

  • Operations Officer

    4 weeks ago

    Philippines United Nations Children's Fund Full time

    Job DescriptionDescription –>The Operations Officer shall function as a Strategic Business Partner, and will be accountable for the operations functions, facilitate change, provide risk informed, solution-focused analysis, advice and services and contribute to programme and management decisions for delivering results for children in specific operational...

  • Financial Solutions Officer

    1 week ago

    Philippines AXA Group Full time

    Join the Top Global Insurance Brand AXA's FINANCIAL SOLUTIONS OFFICER are confident,optimistic, reliable, and driven individuals who enjoy a career with a noblepurpose. They are full time sales employees based in Metrobank/ PSBank branchesto offer solutions that address the financial needs of the banks' customers.Equipped with technology-based tolls in...

  • Financial Solutions Officer

    3 weeks ago

    Philippines AXA Group Full time

    Join the Top Global Insurance Brand AXA's FINANCIAL SOLUTIONS OFFICER are confident,optimistic, reliable, and driven individuals who enjoy a career with a noblepurpose. They are full time sales employees based in Metrobank/ PSBank branchesto offer solutions that address the financial needs of the banks' customers.Equipped with technology-based tolls in...

  • Administrative Officer

    3 weeks ago

    Philippines Mobler Contract Group Inc. Full time

    JOB DESCRIPTIONTo design and formulate information reports and monitor the operation and maintenance of various facilities namely;Building – Factory, Office, Commercial Apartments, ResidenceMachineriesTools, Equipments & Supplies (facilities and production fixed & consumable)VehiclesTo facilitate annual renewal and documentations of the following:Municipal...

  • Administrative Officer

    1 week ago

    Philippines Mobler Contract Group Inc. Full time

    JOB DESCRIPTIONTo design and formulate information reports and monitor the operation and maintenance of various facilities namely;Building – Factory, Office, Commercial Apartments, ResidenceMachineriesTools, Equipments & Supplies (facilities and production fixed & consumable)VehiclesTo facilitate annual renewal and documentations of the following:Municipal...

  • Administrative Officer

    3 weeks ago

    Philippines Mobler Contract Group Inc. Full time

    JOB DESCRIPTIONTo design and formulate information reports and monitor the operation and maintenance of various facilities namely;Building – Factory, Office, Commercial Apartments, ResidenceMachineriesTools, Equipments & Supplies (facilities and production fixed & consumable)VehiclesTo facilitate annual renewal and documentations of the following:Municipal...

  • Senior Accountant

    4 weeks ago

    Philippines IQEQ Full time

    Job Description The creation of Asset Owner Solutions stems from many years of servicing Multi-Asset, fund of fund clients. Clients have been requesting solutions that provide full transparency on their portfolios, including fundamentally Private Equity Funds and equities & Bonds. Investors need to know the finer details of their total portfolios. They...

  • Senior Accountant

    2 months ago

    Philippines IQEQ Full time

    Job Description The creation of Asset Owner Solutions stems from many years of servicing Multi-Asset, fund of fund clients. Clients have been requesting solutions that provide full transparency on their portfolios, including fundamentally Private Equity Funds and equities & Bonds. Investors need to know the finer details of their total portfolios. They...

  • Accounting Supervisor

    4 weeks ago

    Philippines Phelippe Barko Management, Inc. Full time

    Our company is looking for an Accounting Supervisor with at least 5years of Accounting and FS Reporting experience in Ship Management or related Industry. They must be graduate of BS Accountancy, CPA is a plus. And they must have good command in English, both oral and written skills.

  • Accounting Supervisor

    4 weeks ago

    Philippines Phelippe Barko Management, Inc. Full time

    Our company is looking for an Accounting Supervisor with at least 5years of Accounting and FS Reporting experience in Ship Management or related Industry. They must be graduate of BS Accountancy, CPA is a plus. And they must have good command in English, both oral and written skills.

  • Senior Accountant

    3 months ago

    Philippines IQEQ Full time

    Job Description The creation of Asset Owner Solutions stems from many years of servicing Multi-Asset, fund of fund clients. Clients have been requesting solutions that provide full transparency on their portfolios, including fundamentally Private Equity Funds and equities & Bonds. Investors need to know the finer details of their total portfolios. They...

  • Audit Manager/Officer

    1 week ago

    Philippines Elixer Multi Purpose Cooperative Full time

    An audit manager is responsible for organizing and managing internal audits according to audit plans. The responsibilities of audit managers include overseeing the process of audits, making recommendations on policies, and ensuring that the organization fulfills international and governmental obligations of compliance.Audit Manager Requirements:Coordinating...

  • Audit Manager/Officer

    1 month ago

    Philippines Elixer Multi Purpose Cooperative Full time

    An audit manager is responsible for organizing and managing internal audits according to audit plans. The responsibilities of audit managers include overseeing the process of audits, making recommendations on policies, and ensuring that the organization fulfills international and governmental obligations of compliance.Audit Manager Requirements:Coordinating...

  • Payroll Officer

    2 months ago

    Philippines ASPEN VALVES & FITTINGS CORP. Full time

    Job Requirement and Responsibilities: (Female or Male , 10 VANCANCIES)Proven work experience as a Payroll Officer, Payroll Clerk or similar role.Strong math skills with an ability to spot numerical errors.Good knowledge of labor legislation.Time-management skills.Ability to handle confidential information.Collect daily, weekly or monthly...