Job Description
Job Purpose / Summary
Unit Linked: 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
Major Activities / Responsibilities :
• Regular communication to stakeholders about key market developments and our recommended portfolio mix
• [1. Allocation according to AXA products a...
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