Job Purpose Within Client Group, the CRM team is framing the relationship between AXA IM & AXA Main Funds clients, and the gatekeeper of a strong win-win partnership. A CRM will therefore cover :
- business development initiatives,
- the day-to-day relationship,
- client servicing activities by coordinating all the investment and administrative operations and processes linked to AXA entities.
Key Accountabilities Advisory, investment solutions conception and implementation - Business development:
Understands the insurance constraints:
- Balance sheet status, market environment, ALM objectives
- Risk / return budgets, investment guidelines, AXA Group policy
- Accounting (earning generation under local and Group solvency methodologies)
- Operational framework
Leverages on AXA IM expertises to support the client's investment plan definition and implementation:
- AXA IM investment strategy input upstream from the client's decision making process
- Coordinate AXA IM's vast array of expertise to serve the client and make adequate investment solutions proposals
Client Relationship Management:
Organise and follow-up (minutes, action plans) on meetings and decisions made with clients: performance reviews / business reviews / portfolio management committees...
Contribute to the practical implementation of new investment solutions, strategic project and ensure adequacy over time. This would include:
- Quality of the front to back or any relevant operational process
- Identify reporting needs and ensure quality and timely delivery
- Design and coordinate implementation of investment guidelines (legal, systems) and follow up on corrective actions upon breaches
- Identify and lead simplification / standardization / streamlining initiatives
Contribute to the overall relationship with AXA through sharing information and best practices or leading initiatives transversally for the CRM team.
In the specific case of AXA Asia, the target profile will dealing with 6 different countries/locations in the region, as clients or as prospects
Qualifications Role Requirements Technical skills
- Good financial technical background
- First experience in asset management
- Excellent quantitative and analytical skills
Personal competencies
- Multi-cultural mindset
- Strong client orientation
- Communicates actively and adequately towards clients and internal teams (orally and in writing)
- Problem solving / Result orientation
- Fluent English
Qualifications
- University degree or similar with masters level in Finance, Engineering or similar