
Wealth Advisory Director
17 hours ago
:PHILIPPINES-PHILIPPINES
:AXA Philippines Life and General Insurance
:Regular
:Day Job
:Full-time
MAIN PURPOSE OF THE JOB:
Overall brief:
The investment advisory lead will manage a team tasked with supporting and delivering consulting-based products and services to the wealth relationship manager teams and clients.
The role involves providing investment advice to RMs and clients to meet their risk and investment performance needs, aiming to increase AXA's share of the client's portfolio.
- Provide independent opinions on the quality of clients' existing portfolios.
- Formulate investment strategies in line with AXA's views and cascade these to RMs.
- Provide timely financial advice based on clients' objectives and needs.
- Monitor financial markets and offer regular feedback to RMs and clients.
- Ensure compliance with all applicable regulations and controls.
- Collaborate with other divisions to enhance investment processes and product offerings for high-net-worth individuals.
- Strategically explore ways to retain the division's current portfolio.
EXPERIENCE AND QUALIFICATIONS:
- Graduate of Bachelor Degree / with Master’s Degree
- At least 8-10 years of work experience with a proven track record in an investment-related role
- Preferably with experience in investment advisory, Portfolio Management, and Risk Management
- Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
- Knowledge of Microsoft Office Suite (PowerPoint, Excel)
- Ability to analyze sales performance metrics and current investment trends
- Solid customer service attitude with excellent negotiation skills
- Strong communication and team management skills
- Analytical skills with a problem-solving attitude & influential skills
- Availability to travel as needed with the relationship manager
- Ability to interact, collaborate, and work well with teams
AXA Philippines is a global leader in insurance and investments, serving 103 million lives across 64 countries. Established in 1999, it is one of the largest and fastest-growing life insurance companies in the Philippines, offering a wide range of insurance and financial products. For more information, please visit .
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