Job Vacancies at AXA Mansard Insurance

Details:

Job Objective: To serve as the primary relationship manager for high net worth and affluent clients, while operating along the lines of the company’s strategic goals.

Role Qualification:

 Academic/Professional: BSc. (Minimum 2.2) from a reputable tertiary institution. Possession of professional qualification (i.e. CFA, ACCA, ACA, Chartered Wealth Manager, LLB) will be an added advantage.

Work experience: Minimum 2 years’ in a relationship management job role in the Financial services industry particularly in Private banking, Wealth management, etc. or Business Strategy/Consulting

Key Responsibilities and Accountabilities

• Act as Financial Adviser/ Relationship Manager to HNI Clients.
• Supervise and closely monitor the activities of team members with the support of the unit head.
• Markets and sells AXA MANSARD products and services to High Net-worth Individuals (HNIs).
• Ensure the development of an active prospect list as well as sign on of HNIs to the AXA Mansard.
• Cross-sells and Up-sells additional products and services to existing  customers
• Supports the team in identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners
• Ensure all customer data and transactions history is complete, and up to date on all platforms
• Participates in product development, repackaging and customization as it relates to the team’s target market
• Provides market intelligence for product improvement/development to relevant teams in the company
• Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net-worth Individuals (HNIs)
• Effectively identifies and analyses the financial needs of clients
• Responsible for the preparation of proposals
• Processes transactions for sales made and liaises with operations teams to ensure turn-around-times for the unit are maintained
• Prepares weekly, monthly and quarterly activities reports.
• Carry out any other assignment that might be delegated by the Unit Head

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Details:

Job Objective: Provide excellent Customers Services and prommoting Customer Loyalty. Act as the Office of the Registrar to the Mutual Funds being managed. Supervise and monitor the activities of the team and surbordinates , providing the necessary controls and ensuring efficiency and effectiveness of processes.

Role Qualification:

Academic/Professional: BSc.  a reputable tertiary institution. Possession of a professional qualification (i.e. CFA/ ACA/ACCA or other of similar equivalence).

Work experience: Minimum 5 years work experience with at least 3 in related job role and at least 2 years’ leadership experience.

 Key Responsibilities and Accountabilities

·         To supervise the day-to-day activities of the CSFA Unit

• Updating the CSFA manual on a timely basis and maintaining quality standards at all times.
• Implement strategies together with traders on executing clients’ mandates.
• Handle client enquiries
• Supervise daily reconciliation of client transactions
• Prepare monthly management fees schedule
• Liaise with SEC on reporting for the Mutual Funds.
• Participate in product development, repackaging and structuring
• Collaborate with IT and Marketing on digitalization of the investment management processes
• Build relationships with clients by providing excellent services so as to promote customer loyalty
• Maintain AMIL’s social media presence by providing discussion topics and posts
• Interfaces between Clients and AMIL, while also generating AUMs
• Prepare quarterly reports and statements AMIL
• Develop customer services policies as well as complaints and feedback procedures
• Provide adequate management reporting as required
• Prepare quarterly returns report for SEC
• Careful monitoring of clients’ mandates to ensure effective and efficient execution
• Carry out any other assignment that might be delegated by the Group Head or CEO
• Build relationships with clients by providing excellent services so as to promote customer loyalty
• Provide adequate management reporting as required
• Supervise and closely monitor the activities of subordinates ensuring key performance indicators set out for each year are met
• Think creatively to bring about innovation in performing tasks

Skill & Competencies

• Advanced Relationship management skills
• Intermediate Financial Analysis Skills
• Advanced Business Writing Skills
• Advanced Presentation Skills
• Advanced Computing Skills