Senior Manager, Business Development & Fund Advisory
AIA
Not specified (assumed hybrid based on industry norms)
10+ years fund sales experience
Sfc license 4 or 9 required
Cfa or caia professional qualification
AIA is seeking a Senior Manager for Business Development & Fund Advisory, responsible for investment communication, client relationship management, and the development of sales strategies for investment funds. The ideal candidate should have extensive experience in fund sales and investment marketing, along with relevant qualifications and fluency in multiple languages
Job Summary
The role is responsible for providing advice in highly technical investment-related areas and speaking at investment seminars to end customers.
Candidates must act as the key contact person for investment requests while coordinating with various departments to respond to client feedback.
AIA empowers its people to find their 'better' by supporting a mission to help customers live Healthier, Longer, Better Lives.
Matching Summary
Match Score: 85
AIA is seeking a Senior Manager for Business Development & Fund Advisory, responsible for investment communication, client relationship management, and the development of sales strategies for investment funds. The ideal candidate should have extensive experience in fund sales and investment marketing, along with relevant qualifications and fluency in multiple languages.
Skills & Requirements
Must-have
10+ years fund sales experience
SFC license 4 or 9 required
CFA or CAIA professional qualification
Fluency in Cantonese Mandarin English
Knowledge of MPF and mutual funds
Nice-to-have
Strong coordination skills across cultures
Experience with project-based works
Ability to articulate trends to laymen
Team player with strong interpersonal skills
Key Requirements
Degree in Finance Economics or Business
Minimum 10 years of relevant experience
Holders of SFC license 4 or 9
Investment-related professional qualification like CFA
In-depth understanding of Morningstar Bloomberg tools