Portfolio Management Business Transformation 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.

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.

Proven track record of successfully leading process improvement initiatives within the insurance and/or financial services industry, with a focus on portfolio management and customer persistency.

 Demonstrated experience in implementing automation and digitalization strategies within a portfolio management context, leading to increased operational efficiency and streamlined processes.

· Strong project management skills with a history of successfully overseeing and executing business transformation projects from initiation to monitoring, resulting in measurable improvements.

Previous experience in establishing and fostering a culture of continuous improvement within a team or department, driving innovation and efficiency.

 In-depth knowledge of data analysis and its application in driving informed decision-making for process optimization and strategic refinement within portfolio management.

Proven ability to collaborate with cross-functional teams, identify opportunities for enhancement, and develop strategies to optimize portfolio management processes through effective communication and alignment.

· Bachelor's degree in Engineering, Business Administration, Finance, or related field; Master's degree preferred.

· Proven experience in portfolio management and business transformation within the financial services industry.

· Strong project management skills with a track record of successfully leading process improvement initiatives.

· In-depth knowledge of automation and digitalization tools and their application in portfolio management.

· Demonstrated ability to establish a culture of continuous improvement and drive change management efforts.

  Excellent analytical and problem-solving abilities with a focus on data-driven decision-making.

Exceptional communication and interpersonal skills with the ability to collaborate effectively across teams.

Responsible of leading efforts in improving operational excellence in Portfolio Management, driving process improvement, enhancing persistency, and fostering customer loyalty across Life, Health and General Insurance. Spearheads transformation initiatives through process standardization, automation and digitalization, while establishing a culture of continuous improvement. This role will encompass overall project management from initiation to monitoring to ensure successful implementation of business transformation strategies.

Lead and oversee process improvement initiatives to enhance persistency and customer loyalty within the portfolio management function.

Drive transformation through the implementation of automation and digitalization strategies to streamline portfolio management processes.

Establish and promote a culture of continuous improvement, fostering innovation and efficiency within the portfolio management team.

Manage overall project lifecycle, from initiation to monitoring, ensuring successful execution of business transformation initiatives.

Collaborate with cross-functional teams to identify opportunities for enhancement and develop strategies to optimize portfolio management processes.

Analyze data and performance metrics to drive informed decision-making and monitor the impact of transformation efforts.