Senior Manager, Business Development & Fund Advisory
AIA
10+ years fund sales experience
Sfc license 4 or 9 required
Cfa or caia qualification preferred
The role is responsible for providing advice in highly technical investment-related areas and articulating trends to agents and clients
Job Summary
The role is responsible for providing advice in highly technical investment-related areas and articulating trends to agents and clients.
Candidates must speak at investment seminars, conduct training, and formulate sales strategies to promote AIMHK's funds and services.
The position requires acting as a key contact for customer feedback while leveraging intelligence to advise senior team members on business opportunities.
Matching Summary
The role is responsible for providing advice in highly technical investment-related areas and articulating trends to agents and clients.
Skills & Requirements
Must-have
10+ years fund sales experience
SFC license 4 or 9 required
CFA or CAIA qualification preferred
Fluency in Cantonese Mandarin English
Morningstar Bloomberg Lipper knowledge
Nice-to-have
Strong coordination across cultures
Project-based work management
Web/App sales tool development
Strategic business gap analysis
Key Requirements
At least 10 years of relevant experience
Degree in Finance Economics or Business
Holders of SFC license 4 or 9
Investment-related professional qualification like CFA