Fund Relationship Director

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.

• At least 1o years experience across investment funds and/or unit-linked environment
  
• Strong understanding wholesale / banking / investment-linked insurance distribution of funds
  
• Self-starter, and problem solver, who takes responsibility and with a drive for execution outstanding ability to build trust and long term relationships with internal and external stakeholders
  
• Team Player
  
• Strong Management Skills
  

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.

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Job Purpose\: The role sits within the AXA Philippines Retail Propositions team with two key priorities. The first is around fostering a solid partnership between AXA's Global Unit Linked Investment Partner; Architas with Philippines. The second is leading the AXA Group Unit Linked ecosystem rollout in AXA Philippines through architas fund launches, existing fund monitoring/support and crucially, distribution & customer support in strategic priority areas of global investing and ESG.
This role will aim to support development of new & existing fund ideas from architas in-line with AXA Philippines requirements, and providing distribution support for Training & Distribution channels to develop investment stories, campaigns and marketing packages for sellers on existing & new solutions.

Key Accountabilities:

1. Fund Strategy:

• New fund development; supporting AXA Philippines with new fund ideas where they leverage architas solutions & packages.
  
• Existing fund monitoring; being on-point and familiar with investment performance of existing fund vs. benchmark and peers. Acting as spokesperson and lead for investment solutions to stakeholders, customer and distributions.
  

2. Distributor & Marketing:

• Providing training & ongoing support for Banca and Agency channels on existing funds, new funds and internals.

• Leverage Architas marketing, training and educational packages to support Communications roll-out, financial literacy and investment knowledge.

• Developing Campaigns with Distribution, Retail Propositions and Marketing to support with Global Investing & ESG roll-out.

3. Sales:

• Sales Accountability of volumes/production targets which include assumptions across % share of book and netflows across various AXA products.

• Positive relationship management feedback and strong NPS scores from Distribution function that reflect positive engagement of strategy.

• Ownership of regular senior leadership forums with AXA Philippines & AXA Group senior executives, which look to onboard leaders to Unit Linked strategy and action updates.

Measures:

1. Organizing regular and formal touch points with AXA Philippines and Architas to review, monitor, and track progress of key initiatives and sales delivery.

2. Developing fund proposition roadmap for savings offers.

3. % share of internals within savings products

4. Clear suite of marketing & communications packages developed for Distribution & Training dept.

5. Positive feedback from Distribution channel on support.

Quantitative:

• % share internal manager share
  
• Accountability for AXA Philippines sales figures
  
• Securing 1 new internal fund per annum
  

Qualitative:

• Ability to effectively work across multiple stakeholders across Metrobank, AXA and Architas to achieve quantitative KPIs.
  

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