Investment Director

7 days ago

Caloocan, Philippines AXA Full time

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 customers

Major Activities / Responsibilities

  • Aligning sound investment principles into the training curriculum of Distribution, Learning and Development
  • Regular market updates and reinforcement of key concepts
  • Customization of communication according to customer segmentation, risk preferences, and goals
  • Resource 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 funds

Key Result Areas

Strategic Development or Idea Generation for New Funds

Major Activities / Responsibilities

  • Recognize from distributors’ and clients’ unfilled portfolio needs and exposures
  • Relay/Coordinate to the General

  • Investment Director

    1 week ago

    Caloocan, Philippines AXA Full time

    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...

  • Finance Director

    1 day ago

    Caloocan, Philippines AsiaPeopleSearch Inc. Full time

    Qualifications Bachelor’s degree in business or finance MBA or Master’s degree in Finance required (or equivalent advanced training) At least 10 years of progressive finance experience, including leadership roles in corporate or institutional settings with complex operations Proven experience in: Financial planning, analysis, and reporting Internal...

  • Wealth Advisory Director

    1 week ago

    Caloocan, Philippines AXA Full time

    Wealth Advisory Director DEPARTMENT: Wealth Management Sales LOCATION: GT Tower REPORTING TO: Wealth Management Head MAIN PURPOSE OF THE JOB: Overall brief: The investment advisory lead will manage a team that is tasked to support and deliver consulting-based products and services to the wealth relationship manager teams and clients. The role involves...

  • Finance Director

    4 days ago

    Caloocan City, National Capital Region, Philippines AsiaPeopleSearch Inc. Full time ₱2,000,000 - ₱2,500,000 per year

    QUALIFICATIONSBachelor's degree in business or financeMBA or Master's degree in Finance required (or equivalent advanced training)At least 10 years of progressive finance experience, including leadership roles in corporate or institutional settings with complex operationsProven experience in:Financial planning, analysis, and reportingInternal controls and...

  • General Insurance Reserving Director

    1 week ago

    Caloocan, Philippines AXA Full time

    Job Title GI Reserving Director Span of Control Has full responsibility over GI Reserving & Technical Studies (5 FTE) Key Responsibilities Oversee the development, implementation, and validation of robust reserving methodologies to ensure accurate and compliant reserve estimates. Collaborate with actuarial, finance, and risk teams to analyze data, monitor...

  • Commercial and Investment Banking

    1 day ago

    Caloocan, Philippines J.P. Morgan Full time

    Overview Join our team to shape the future of executive support. Be at the heart of managing complex administrative tasks and fostering strong relationships. Unlock your potential to drive operational efficiency and strategic goals. As a Senior Executive Assistant Supervisor, within the Business Support Management team, you will be at the heart of managing...

  • Commercial and Investment Banking

    2 weeks ago

    Caloocan, Philippines J.P. Morgan Full time

    Overview Join our team to shape the future of executive support. Be at the heart of managing complex administrative tasks and fostering strong relationships. Unlock your potential to drive operational efficiency and strategic goals. As a Senior Executive Assistant Lead within the Business Support Management team, you will be at the heart of managing...

  • Operations Manager

    2 weeks ago

    Caloocan, Philippines Penbrothers Full time

    About Penbrothers Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes. About the Client Our client is a full-service creative event management agency...