Senior Investment Strategy Advisor

AIA Philippines; Philippines; On-site; PHP 1,000,000 - 2,000,000; Full time

Job summary

AIA Philippines invites a seasoned Investment Consultant to join our Makati City office, focusing on providing comprehensive investment advice and solutions to clients while overseeing fund management activities.

You will work with asset managers, support onboarding of new investment outlets, and ensure compliance with internal standards and local regulations, contributing to sustainable income targets and strategic goals.

Qualifications

• College graduate with strong investment background and certifications preferred.
• Experience in investments, asset management, risk management or related roles.
• Knowledge of local and global markets and compliance practices.

Responsibilities

• Assist in investment management to meet income targets and strategic goals.
• Onboard new investment outlets, funds, and financial instruments.
• Represent investment management in Strategic Asset Allocation reviews.
• Liaise with asset managers and oversee fund management activities.
• Ensure activities comply with internal standards and local regulations.

Skills

Analytical skills

Problem-solving

Independent thinking

Continuous learning

Communication

MS Excel

PowerPoint

Education

Bachelor's degree in Economics/Finance/Management/Accounting/Mathematics/Statistics

Master's degree in Finance or related fields (advantage)

Professional certifications: CFA, FRM, TCP, CAIA

Tools

MS Excel

PowerPoint

Job description

AIA Philippines invites a seasoned Investment Consultant to join our Makati City office, focusing on providing comprehensive investment advice and solutions to clients while overseeing fund management activities.

You will work with asset managers, support onboarding of new investment outlets, and ensure compliance with internal standards and local regulations, contributing to sustainable income targets and strategic goals.