Assistant Manager, Investment Consulting

2 months ago

Hong Kong, Hong Kong SAR China AIA Group Ltd Full time
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. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

The Investment Consulting Unit is a group of investment professionals with a mix of backgrounds and specialties. Team members have experience in actuarial, fund management, quantitative analysis, systems development, and consulting. The team objective is to improve investment outcomes by driving and managing continuous improvement to investment strategy processes and infrastructure, guiding changes to strategic asset allocations and to asset class strategies, shaping the role of the BU CIOs, coordinating between Group functions, acting as a central resource for AIA business unit CIOs, CFOs, and CROs, and Building and maintaining analytics systems.
The objective of this role is to support the delivery of a subset of the team objectives outlined above.
The objective of this role is the delivery of a subset of the team objectives outlined above, and to build relationships and influence with Group and local entity colleagues members.

Roles and Responsibilities:
  • Perform independent research and contribute insights to ICU projects
  • Undertake analysis related to asset allocation, asset class strategy, and other investment-related topics using Excel, Python, or R as required
  • Develop tools to automate regularly used analysis as needed
  • Draft slides to communicate project methodology, analysis, results, and implications in PowerPoint
  • Support ICU colleagues in the execution of their initiatives
  • Develop relationships with Group Investment and local Investment, Actuarial and Risk team peers
  • Represent Group Investment in the regular SAA review cycle for certain designated AIA entities
  • Develop and use a network of contacts with external asset managers, consultants, and investment banks
  • Act as main point of contact for certain designated AIA entity CIOs. Understand any issues, queries and challenges, and work with ICU colleagues to respond
  • Perform other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements


Minimum Job Requirements:
  • 4-5 years experience in insurance, asset management or similar financial services sector
  • Associate of Society of Actuaries, Institute and Faculty of Actuaries, Chartered Financial Analyst or similar professional qualification
  • Strong capability in building and running quantitative models for investment analysis
  • Solid understanding of the Life Insurance sector, in particular ALM modeling, Solvency II equivalent risk-based capital models and Monte Carlo engines
  • Knowledge of standard analytical tools including Excel, Python, R, etc.
  • Excellent problem-solving skills, curious learner and team player, excellent communication and interpersonal skills


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.

  • Investment Consultant Assistant

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Consultant Assistant to join our team at Bank Of China (Hong Kong) Limited. As an Investment Consultant Assistant, you will provide comprehensive support to our investment consultants in analyzing market trends and preparing investment proposals.Key ResponsibilitiesMarket Analysis...

  • Investment Consultant

    2 months ago

    Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full time

    Responsibilities: Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This included tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc)....

  • Investment Analyst

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    {"h1": "Investment Analyst Job Description", "p": "King Deux Search & Consulting is partnering with a global leading investor to find an Investment Analyst to join their team. The ideal candidate will have a strong background in finance and experience in investment, preferably with venture capital, growth equity, and venture debt.", "ul": [{"li": "Conduct...

  • Assistant / Deputy Investment Consultant, Private Banking

    2 weeks ago

    Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments Provide comprehensive support to investment consultants Provide professional and excellent service to key clients of private...

  • Investment Analyst

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    {"h1": "Investment Analyst Job Description", "p": "King Deux Search & Consulting is partnering with a global leading investor to find an Investment Analyst to join their team. The ideal candidate will have a strong background in finance and experience in investment, preferably with venture capital, growth equity, and venture debt.", "ul": [{"li": "Conduct...

  • Investment Analyst

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    {"h1": "Investment Analyst Job Description", "p": "King Deux Search & Consulting is partnering with a global leading investor to expand their portfolio globally. We are seeking an Investment Analyst to join their close-knit team focusing on Global market.", "ul": [{"li": "Conduct market and industry research to identify and evaluate potential investment...

  • Senior Investment Consultant/ Investment Consultant, Private Banking

    1 month ago

    hong kong, Hong Kong SAR China Bank of China Full time

    Senior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322Employment Type: Full timeDepartments: Private BankingJob Functions: Asset Management, Dealing & Trading, Product Development & ManagementResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...

  • Investment Consultant

    4 months ago

    Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Responsibilities Provide professional support and coach branch marketing staff to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment business Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income ...

  • Investment Analyst, Asia Consumer, European Investment Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About Your RoleWe are seeking a highly skilled Investment Analyst to join our team at King Deux Search & Consulting. As an Investment Analyst, you will be responsible for conducting market and industry research to identify and evaluate potential investment opportunities.You will work closely with our CIO to conduct fundamental research in the China...

  • Investment Banking Professional

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting Full time

    Job Title: Investment Banking InternFTI Consulting is seeking a highly motivated and detail-oriented Investment Banking Intern to join our team in Hong Kong. As an Investment Banking Intern, you will have the opportunity to work closely with our experienced professionals on cross-border M&A and financing-related restructuring and consultancy projects.Key...

  • Investment Banking Analyst

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Banking Intern to join our team at FTI Consulting. As an Investment Banking Intern, you will have the opportunity to work with our experienced professionals on cross-border M&A and financing related restructuring and consultancy projects.Key ResponsibilitiesConduct...

  • Investment Banking Professional

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting Full time

    Job Title: Investment Banking InternFTI Consulting is seeking a highly motivated and detail-oriented Investment Banking Intern to join our team in Hong Kong. As an intern, you will have the opportunity to work closely with our experienced professionals on cross-border M&A and financing-related restructuring and consultancy projects.Key...

  • Investment Analyst

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    {"h1": "Investment Analyst Job Description", "p": "King Deux Search & Consulting is partnering with a global leading investor to expand their portfolio globally. We are seeking an Investment Analyst to join their close-knit team focusing on Global market.", "ul": [{"li": "Conduct market and industry research to identify and evaluate potential investment...

  • Investment Principal

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About King Deux Search & ConsultingWe are partnering with a leading investor in APAC, renowned for their active presence in supporting their unique portfolio value creation. As we look to expand our portfolio globally, we are seeking a talented individual to join our investment team and contribute to our global deployment efforts.About the RoleConduct market...

  • Investment Analyst

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About King Deux Search & ConsultingWe are partnering with a leading global investor to expand our portfolio globally. Our team is looking for a skilled Investment Analyst to join our close-knit team focusing on Global market.About the RoleConduct market and industry research to identify and evaluate potential investment opportunitiesAnalyze financial...

  • Investment Analyst

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About King Deux Search & ConsultingWe are partnering with a leading global investor to expand their portfolio globally. The team is looking for an Investment Analyst to join their close-knit team focusing on Global market.Key ResponsibilitiesConduct market and industry research to identify and evaluate potential investment opportunitiesAnalyze financial...

  • Senior Investment Consultant/ Investment Consultant, Private Banking

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Investment Consultant Role**Job Summary:**We are seeking an experienced investment professional to join our private banking team at Bank of China. As an investment consultant, you will be responsible for providing comprehensive investment advice to high net worth clients and their relationship managers.Key Responsibilities:Understand clients' asset status,...

  • Private Equity Investment Associate

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About Your CompanyKing Deux Search & Consulting is a specialized executive search firm that offers bespoke talent solutions across financial services and commerce. We are committed to finding the right opportunity for our candidates and leaving a lasting legacy beyond the hiring process.Job OverviewWe are seeking a Private Equity Investment Associate to join...

  • Senior Investment Consultant

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Bank Of China (Hong Kong) Limited.Key ResponsibilitiesCustomer Insights: Develop a deep understanding of customers' asset status, risk tolerance, investment orientation, and expected return rate to provide comprehensive and holistic...

  • Investment Banking Analyst

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting Full time

    About FTI ConsultingFTI Consulting is a global business advisory firm that helps organizations navigate complex challenges and opportunities. With over 8,000 employees in 31 countries, we provide expert advice and solutions to clients across various industries.Job SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Intern to join...