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Job Purpose / Summary
Lead the unit linked business through the creation of investment mandates, oversight of fund manager performance and formation of long term capital market views and asset allocation strategies.
Investment Strategy & Communications: Develop AXA Distribution Network’s sales and improve customer persistency and satisfaction through the use of specialized distributor training, portfolio tools, and customized customer communication.
Develop properly constructed client portfolio recommendations, regular policy reviews and tactical tilt advisory based on market updates and views.
Key Result Areas
- Actionable Investment - Advice whether it is for point of sale or in-force policies
- Building a base of aligned and relevant Investment Knowledge for AXA’s distribution network and customers
- Direct management of some UL funds
- Strategic Development or Idea Generation for New Fun...