Asset Management Lead

2 weeks ago


Manila, National Capital Region, Philippines AXA Philippines Full time

Job Overview

The Asset Management Lead will be responsible for overseeing the creation of investment mandates, monitoring fund manager performance, and forming long-term capital market views and asset allocation strategies. This role will also involve developing specialized distributor training, portfolio tools, and customized customer communication to improve sales and customer persistency.

Key Responsibilities

  1. Develop actionable investment advice for point-of-sale or in-force policies.
  2. Regularly communicate key market developments and recommended portfolio mixes to stakeholders.
  3. Allocate assets according to AXA products and client portfolios, including Metrobank products and external positions.
  4. Develop the Investment Team's Asset Allocation Engine and recommended investment strategies per client profile.

Requirements

  • Graduate degree (post-graduate preferred) in Business, Economics, Mathematics, Actuarial Science, or Statistics.
  • Exams/certifications like CFA, Actuarial Exams, and FRM are an advantage.


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