Relationship Management Associate

1 week ago

Philippines AXA Full time ₱3,000,000 - ₱6,000,000 per year

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.

Main Purpose of the Job:

- Collaborating with relationship managers to implement client service strategies

- Preparation of client reports and documentation

- Conducts research and analysis to help summarize plans for channel support

- Facilitating client processing

- Assisting in admin and other concerns of client accounts

Key Accountabilities:

- Sales

- Stakeholder management

- Generating reports

Experience and Qualifications:

· College degree holder in finance, economics or anything related to investment

· Preferably at least 2-3 years working experience similar to the role

· Fresh graduates are encourage to apply

· Interested fresh graduates must have outstanding academic achievement or extra curricular activities

· Great communication skills

· Knowledgeable and interested in the current investment trend and landscape of the business

· Has the appetite for sales given that this is a front line sales role

· Willing to work under pressure

· Ability to build rapport with high net worth clients and bank partners

· Adaptable to situations but being mindful to the corporate policies.

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.

Please visit for more information.

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