Retail Proposition Manager

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.

Educational Qualifications:

• Graduate of any business course preferred

• TIFP (Trust Institute Foundation of the Philippines) certification (preferred)

• Registered Financial Planner certification, or equivalent (preferred)

• SEC Certifications – Mutual Funds (preferred)

• SEC Certifications – Fixed Income Salesman (preferred)

Relevant Experience:

• Marketing experience (e.g. creating business cases, segment propositions) for High Net Worth or Wealth Management segment (required)

• Minimum 10 years experience in Marketing, 5 of years of which handling the High Net Worth segment (required)

• With strong project management and excellent stakeholder management skills (required)

• Strong investment knowledge e.g. funds, estate planning (preferred)

• Product Management experience (preferred)

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation\: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

Job Purpose:

Successfully execute and implement the strategic plans for the segment within the agreed timelines. 

Key Responsibilities are as follows:

• Formulate propositions and implement programs targeting High Net Worth (HNW) customers that attract new customers and generate revenue, with special focus on Metrobank's Ultra HNW segment (IDD)
• Understand HNW customers via formal and informal research and develop offers and recommend relevant marketing mix
• Define product roadmap based on identified customer needs and work closely with internal stakeholders to see through launch
• Closely monitors market developments to identify opportunities and threats and device courses of action
• Develop strong partnerships with key stakeholders (ex. distribution, operations, etc.) to drive strategy buy-in that will lead to successful implementation of programs
• Put in place the metrics needed to ensure that performance of programs are closely monitored. Must have the discipline and rigor to understand and use the data for program analysis and "next steps" planning.
• Work with various groups (advertising agencies, PR agency, outsourced vendors, etc) and marketing colleagues to execute marketing plan
• Product Owner – Asset Master
• AXA Alpha Program
• VIP Program (Customer)

Segment Proposition

• Initiate customer/ distributor insighting

• Gather and analyze industry data/ trends

• Review AXA business and identify issues and opportunities 

Launch new products 

• Initiate researches that will uncover customers' needs and wants

• Identify best practices within and outside the insurance industry

• Collaborate with Products and Pricing team to finalize design

Coordinate with various internal and external stakeholders to implement launch programs 

New customer acquisition

• Identify and establish external partnerships

• Define relevant offers for target customers

Cross-sell/ customer stickiness

• Define and implement targeted loyalty program for existing HNW customers