Strategic Investment Consultant

AIA Philippines; Makati; On-site; PHP 250,000 - 380,000; Full time

Job summary

AIA Philippines is seeking an Investment Consultant to help manage the company’s investment funds and support investment solutions. The role includes overseeing fund managers and ensuring alignment with strategic targets.

The ideal candidate will contribute to income goals, onboard new investment instruments, and participate in asset allocation reviews while ensuring regulatory and internal compliance.

Qualifications

• Education credentials listed, including CFA/FRM/TCP/CAIA certifications or related master’s degree are advantageous.
• At least 5 years of experience in investments, asset management, risk management, or related roles.

Responsibilities

• Assist in delivering investment solutions and fund manager oversight.
• Contribute to income targets and strategic goals of the company.
• Onboard new investment outlets, funds, and financial instruments.
• Represent investment management in Strategic Asset Allocation reviews.
• Liaise with asset managers and ensure compliance with internal standards and local regulations.

Skills

Analytical skills

Problem solving

Critical thinking

Independent thinking

Effective communication with managers

MS Excel

PowerPoint

Continuous learning

Education

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

Master’s degree in Finance or related field (advantage)

Tools

MS Excel

PowerPoint

Job description

AIA Philippines is seeking an Investment Consultant to help manage the company’s investment funds and support investment solutions. The role includes overseeing fund managers and ensuring alignment with strategic targets.

The ideal candidate will contribute to income goals, onboard new investment instruments, and participate in asset allocation reviews while ensuring regulatory and internal compliance.