Investment Proposition Officer
6 days ago
AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide. Our purpose is to act for human progress by protecting what matters. As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers' needs and leveraging and investing in technology and digital transformation. We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research. Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations. AXA is an equal opportunity employer. We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. Responsibilities: Be a key resource in the team to support all kinds of related matters for individual investment-linked business line (ILAS) and ensure timely delivery Assisting in delivering the investment propositions for business strategies and marketing initiatives Liaise with relevant departments to coordinate the launch of investment products and propositions to achieve the business goals. Monitor the investment option platform and keep abreast of the market trend and regulatory changes to ensure the full compliance of external and internal controls. Work closely with distributions and external / internal parties to improve / maintain the investment option platforms that appropriately consider and reflect channel and customer needs Prepare documentation needed to support all kind of investment option platform initiatives Qualifications: Minimum 1 year of relevant experience and University graduate in any discipline Experience on the handling ILAS or mutual funds is an advantage A good team player, attentive to details, be able to work independently Good command of both written and spoken English, Chinese typing is an advantage Proficiency in Microsoft Excel, including VLOOKUP and PivotTables, is a strong advantage Candidate with more experience will be considered as Senior Investment Proposition Officer Location: Admiralty, Central and Western District, HK #J-18808-Ljbffr
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Investment Proposition Officer
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