Investment Senior Specialist

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.

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.

Experience as a Relationship Manager in a Foreign or Local bank – for premier customer segment management

-Knowledge of financial products is a must, insurance is preferred

-Experience in Sales and Marketing is a must.

-Graduate of any Business and Economics course preferably.

-Communications experience is a plus.

1. Engage Distributors/Customers and ensure dissemination of relevant market and portfolio information on a timely basis

Provide necessary support for seminars, conference calls, and branch visits with Financial Advisors and clients. Update and educate audience on key market events and Investments outlook on a regular basis.

Explain fund performance, investment policy, strategy, and positioning to Financial Advisors and clients on a regular basis.    

Coordinate with the various key stakeholders on Investment Reports to ensure high report quality and timely release.

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2. Drive initiatives to educate and update financial advisors and clients about Investments

Analyse communication gaps and develop alternative mode or channels to bridge the gaps.

Undertake and supervise various initiatives for continually educating and updating the Sales team, Financial Advisors, and clients on Investments and Financial Markets.

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2. Nurtures and manages relationships with key distribution channels of AXA and ensures resolution of queries/issues regarding investment related matters

Build relationship and trust with distribution channels of AXA by providing and instituting solutions to issues regarding Unit-Linked/Investment related matters.

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2. Participate in product development process especially on brainstorming session for new mandate ideas.  Ensure new product offerings are aligned with market needs and their competitiveness in driving new portfolio inflows.