Senior Manager, Business Development & Fund Advisory

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 on to highlight the advantages and benefits of AIMHK’s funds. 
• Articulate investment trend & 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 advice senior members of the team on business gap and opportunity.

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 background.
• 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 in 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.