Investment Director

Educational Qualifications / Certifications

• Graduate degree (post-graduate, preferred) in Business, Economics, Mathematics, Actuarial Science or Statistics.

• Exams/certifications like CFA, Actuarial Exams and FRM are an advantage

Decisions / Quantifiable Data Related to Job

• Identification, assessment and idea generation of funds that are opportunistic or gaps in client portfolios

• Development of appropriate communication measures and strategies to convey market view and actionable investment recommendations

• Development of coherent and consistent investment concepts and tools to be implemented throughout the customer journey

• Creation of new fund mandates and value-adding portfolio recommendations for customers

Candidate Relevant Experience / Personal Characteristics/Behaviors

• At least 5 years' experience in investment/fund management, actuarial or asset-liability management work, with work focused on modelling and quantitative analysis

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 / 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

• [1. Allocation according to AXA products and 2. 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 Account and Unit-Linked Investment Manager the opportunity for the unmet asset profile/exposures for 
their development

Key Result Areas

Provide strategic direction for management of the Unit-Linked Funds

Major Activities / Responsibilities

• Oversees fund performance monitoring

• Recommends changes to fund management

• Reviews UL policies, investment process and strategic allocation of the funds

Key Result Areas

Creation of a database of economic and financial market indicators

Major Activities / Responsibilities

Creates a database of economic and financial market indicators that will be useful in the rebalancing or asset allocation of funds, development and launching of new funds

Key Result Areas

Creation, development and improvement of unit linked funds universe

Major Activities / Responsibilities

• Creates the long-term roadmap of fund development in alignment with key stakeholders

• Creates long term asset allocation recommendations

• Others

• Review of underlying assets or funds, third party asset managers, counterparties and brokers, fund administrators and custodians.

• Review of policies under Group Standard Handbook

• Presentations to LIAC and BIC on UL activities

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.