Investment Sales Professional

1 week ago


Makati City, National Capital Region, Philippines AXA Philippines Full time
Job Overview

We are seeking an experienced Investment Sales Professional to join our team at AXA Philippines.

Key Responsibilities:
  • Assist partners in generating new business to achieve defined targets in single pay AUM, fee income, and activation.
  • Build and deepen relationships with partners to drive business growth.
  • Help identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities.
  • Create and implement sales strategies/activities to meet annual goals/budgets.
  • Develop existing and new client relationships through market research and customer engagement.
Requirements:
  • Graduate of Bachelor Degree / with Master's Degree.
  • At least 5-8 years work experience with a proven track record in investment sales.
  • Relevant banking experience and knowledge of Microsoft Office Suite (i.e. PowerPoint/Excel).
  • Solid customer service attitude with excellent negotiation skills and strong communication skills.


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