Investment Director

4 weeks 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

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