Investment Senior Manager

About FWD Group

FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

For more information, please visit www.fwd.com

About FWD Life Philippines 

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph. 

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

Responsible for managing investment portfolios, providing market insights, and ensuring that all investments align with our strategic asset allocation (SAA) and tactical asset allocation (TAA) guidelines. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to communicate effectively with clients and internal teams.

1.    Continuously review and manage Company funds (capital, liquidity, general, unit linked) according to existing investment guidelines, ALM policy, solvency requirements and relevant regulation. This includes periodic review and enhancement of Investment Policy Statements for each type of fund specific to the Company's risk tolerances and goals.  The Policy should include Investment Objectives and Strategy, Strategic and Tactical Asset Allocation, Benchmark, Risk Budget and Investment Universe.    
2.    Investment Marketing: Facilitate and run Investment marketing of the company by conducting investment roadshow in different branches of the company, Bancassurance sales, and Bancassurance partners, providing technical education about investment and insurance.    
3.    Research and propose new funds for unit linked products as well as new asset classes to enhance portfolio return subject to Company risk appetite.  Ensure proper approvals are in place (i.e., Investment Committee, Insurance Commission).    
4.    Execute security trades in connection with the management of the portfolio and in compliance of trading guidelines, Delegated Authority Limits and Investment Policy;  
5.    Responsible in generating investment reports for the Board of Directors and Investment Committee    
6.    Cross-functional Collaboration: Collaborate with internal teams, including marketing, product, sales, and align marketing strategies and initiatives with overall investment objectives. Provide strategic guidance and support for product development and training    
7.    Oversees and monitors external fund manager    
8.    Responsible in the strategic asset allocation review of the company for its general funds, as well as in the strategic business planning to plan on activities to achieve investment income targets for the year.    
 

Knowledge and Skills

Graduate of Bachelor’s Degree in Economics, Finance, or equivalent
Completed Treasury Certification Program or Philippine Stock Exchange Securities Specialist Course or other related course is a plus
Preferably a CFA, but not required

With at least five (5) years’ experience in a management role in an investment function, preferably with life insurance background and experience in leading a small investment management team

Privacy Notice

Your privacy is a priority for FWD.  The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform.  The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process.  Shortlisted candidates will then be contacted by FWD for the face-to-face interview.