Investment Portfolio Management Assistant

6 days ago


Manila, National Capital Region, Philippines AXA Philippines Full time
Responsibilities

The ideal candidate will have:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Knowledge of current investment trends and market landscape
  • Experience working with high net worth clients and bank partners

Key Responsibilities:

  • Collaborate with relationship managers to develop and implement effective client service strategies.
  • Prepare and present reports to clients and stakeholders.
  • Conduct research and analysis to identify opportunities for growth and improvement.
  • Facilitate client onboarding and processing.
  • Assist in administrative tasks related to client accounts.

Requirements:

  • College degree in finance, economics or a related field
  • Minimum 2-3 years experience in a similar role
  • Fresh graduates welcome; outstanding academic achievement or extracurricular activities a plus
  • Excellent communication skills
  • Knowledge of current investment trends and market landscape
  • Ability to work under pressure and build rapport with high net worth clients and bank partners
  • Adaptability and commitment to corporate policies


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