Investment Fund Management, Consultant
AIA CareersHong kongUpdate time: November 30,2021
Job Description
Bring your career aspirations to life with AIA!
Drive and support the team to perform unit linked and pension related projects and businessesRoles and Responsibilities:
- Assist and support the growth of unit-linked and pension businesses
- Perform funds selection, review and monitoring for both unit-linked and pension platforms
- Maintain relationships with investment managers, coordinate due diligence of funds and managers, negotiate fees and business contracts
- Prepare and support internal and external regulatory meetings and complete regulatory reports and product proposals
- Support various marketing activities to promote unit-linked and pension businesses
- Perform other responsibilities and duties assigned by the function head to achieve overall business objectives, i.e. business targets and other KPI
Minimum Job Requirements:
- University graduate in Business, Finance and/or related discipline with a minimum of 7 years of experience in financial industry
- Good team player whilst able to work independently
- Strong interpersonal and presentation skills
- Good understanding of financial markets and investment products (including mutual funds, hedge funds and alternative investment tools etc.)
- Pass examinations of paper 1,3,5 of the Insurance Intermediaries Qualifying Examination (“IIQE”) and/or MPF Intermediaries examination is preferred
- Spoken and written fluency in Cantonese, English and Mandarin
- Knowledge in Morningstar, Bloomberg and Lipper would be an advantage
- CFA charterholder is preferred
Build a career with us as we help our customers and the community live healthier, longer, better lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
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