Chief Investment Officer

MAIN PURPOSE OF THE JOB:

• Mainly responsible for managing AXA’s investment portfolios. Oversees a team of professionals who have responsibilities such as managing and monitoring investment activity, managing mutual funds with fund managers, working with external analysts, and maintaining good investor relations. They also develop short-term and long-term investment policies.

KEY ACCOUNTABILITIES:

• Provide advice and recommendations to the board on potential ways the investment strategy and policy may change.
• Help navigate challenging market cycles, wherein yields remain low for extended periods, to uphold the fiscal security of the organization.
• Develop and maintain efficient relationship with investment departments and ensure compliance to all policies and laws.
• Monitor all investments for organization and ensure efficiency in working.
• Analyze all client requirements and determine appropriate investment strategies for organization and develop investment team to handle all work of organization.
• Provide expert knowledge on all investment and financial activities for project, manage project portfolio and evaluate efficient working of staff.
• Review all performance of investment portfolio and prepare required report for management in accordance to company policies.
• Provide an interface with Investment Committee and recommend new and changes to existing investment policies and submit it for approval.
• Develop and maintain knowledge on all market securities plans and manage all portfolio management products.
• Hire and train all employees in investment activities, evaluate performance and resolve all issues in same.

KEY STAKEHOLDERS:

Internal

External

Your Profile

• A CFA
• Has at least 15 years of relevant work experience, and within that: min 3 years experience in the Philippine insurance industry; min 5 years work experience in a financial institution in a senior leadership role
• Has experience managing a team
• Effective in communicating with and influencing senior management and the Board of Directors, the business units, and regulators (BSP and IC)

About AXA
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 countrys strongest banks.
About the Entity
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.
What We Offer
Please visit www.axa.com.ph/careers for more information.