Senior Manager, Business Development & Fund Advisory

AIA Group

Hong Kong, Hong Kong
Investment seminars and trainings
Articulate investment trends and fund features
Formulate fund sales strategies
Responsible for providing advice in highly technical investment-related areas

Job Summary

  • Responsible for providing advice in highly technical investment-related areas.
  • Act as the key contact person in relation to investment- and fund-related requests from customers and stakeholders.
  • Develop and design AIMHK’s fund- and investment-related sales materials & training materials for retail investors.

Matching Summary

Responsible for providing advice in highly technical investment-related areas.

Skills & Requirements

Must-have

  • investment seminars and trainings
  • articulate investment trends and fund features
  • formulate fund sales strategies
  • client relationship management
  • fund collateral production
  • market commentaries

Nice-to-have

  • empowering people to find their better
  • live Healthier, Longer, Better Lives
  • strong coordination skills
  • work with colleagues from various cultural background

Key Requirements

  • 10 years fund sales, investment marketing, product consulting
  • Degree in Finance, Economics or Business
  • Investment-related professional qualification (CFA/CAIA)
  • SFC license 4 or 9
  • Knowledge of MPF and mutual fund markets
  • Fluency in Cantonese, Mandarin and English
  • In-depth understanding of fund analytic tools

Work Rights

Not specified

Tailored Resume

Cover Letter