Senior Manager, Business Development & Fund Advisory
Hong Kong
AIA Hong Kong and Macau
Other jobs like this
full time
Published on www.allthetopbananas.com 09 Jan 2025
Senior Manager, Business Development & Fund Advisory
Senior Manager, Business Development & Fund Advisory Apply locations Hong Kong, HK-AIA Hong Kong & Macau
FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About the Role
Responsible for providing advice in highly technical investment-related areas.
Job Responsibilities:
Investment Communication & Fund Sales Activities
Speak at investment seminars to end customers and conduct trainings to agents, distributors and clients to highlight the advantages and benefits of AIMHK’s funds.
Articulate investment trends & fund features in professional and laymen’s terms to agents, brokers and end customers.
Formulate fund sales strategies and communication plans to promote AIMHK’s funds and investment services.
Support the development of web/App based sales and client engagement tools to enhance user experience.
Conduct investment marketing activities and events to raise the awareness of AIMHK’s investment capabilities, funds & services.
Work closely with the marketing/business development teams of AIAHK, AIAT and GULPB to promote AIMHK’s pensions and investment-linked products.
Client Relationship Management
Act as the key contact person in relation to investment- and fund-related requests from customers and stakeholders.
Handle customers and stakeholders feedback on AIMHK’s investment products & services.
Coordinate AIMHK’s departments to respond to fund-related requests and questions.
Leverage the intelligence on customers feedback and advise senior members of the team on business gaps and opportunities.
Fund Collateral Production
Develop and design AIMHK’s fund- and investment-related sales materials & training materials for retail investors.
Prepare investment- and fund-related market commentaries.
Job Requirements:
At least 10 years of fund sales, investment marketing and/or product consulting experience in financial institutions and/or financial service firms.
Degree in Finance, Economics or Business-related subjects.
Investment-related professional qualification (e.g. CFA or CAIA).
Holders of SFC license 4 or 9.
Knowledge of MPF and mutual fund markets as well as wealth management products.
Good team player with strong coordination skills to work with colleagues from various cultural backgrounds.
Fluency in Cantonese, Mandarin and English.
In-depth understanding of fund analytic tools such as Morningstar, Bloomberg and/or Lipper.
Experience in managing project-based works.
Others:
You are required to obtain relevant license if your job involves regulated activities.
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.
BELIEVE IN BETTER At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in.
As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.
If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life.
#J-18808-Ljbffr
Senior Manager, Business Development & Fund Advisory Apply locations Hong Kong, HK-AIA Hong Kong & Macau
FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About the Role
Responsible for providing advice in highly technical investment-related areas.
Job Responsibilities:
Investment Communication & Fund Sales Activities
Speak at investment seminars to end customers and conduct trainings to agents, distributors and clients to highlight the advantages and benefits of AIMHK’s funds.
Articulate investment trends & fund features in professional and laymen’s terms to agents, brokers and end customers.
Formulate fund sales strategies and communication plans to promote AIMHK’s funds and investment services.
Support the development of web/App based sales and client engagement tools to enhance user experience.
Conduct investment marketing activities and events to raise the awareness of AIMHK’s investment capabilities, funds & services.
Work closely with the marketing/business development teams of AIAHK, AIAT and GULPB to promote AIMHK’s pensions and investment-linked products.
Client Relationship Management
Act as the key contact person in relation to investment- and fund-related requests from customers and stakeholders.
Handle customers and stakeholders feedback on AIMHK’s investment products & services.
Coordinate AIMHK’s departments to respond to fund-related requests and questions.
Leverage the intelligence on customers feedback and advise senior members of the team on business gaps and opportunities.
Fund Collateral Production
Develop and design AIMHK’s fund- and investment-related sales materials & training materials for retail investors.
Prepare investment- and fund-related market commentaries.
Job Requirements:
At least 10 years of fund sales, investment marketing and/or product consulting experience in financial institutions and/or financial service firms.
Degree in Finance, Economics or Business-related subjects.
Investment-related professional qualification (e.g. CFA or CAIA).
Holders of SFC license 4 or 9.
Knowledge of MPF and mutual fund markets as well as wealth management products.
Good team player with strong coordination skills to work with colleagues from various cultural backgrounds.
Fluency in Cantonese, Mandarin and English.
In-depth understanding of fund analytic tools such as Morningstar, Bloomberg and/or Lipper.
Experience in managing project-based works.
Others:
You are required to obtain relevant license if your job involves regulated activities.
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.
BELIEVE IN BETTER At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in.
As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.
If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life.
#J-18808-Ljbffr
View all