Investment and Fund Advisory Expert
7 days ago
AIA Hong Kong and Macau is a leading insurance company that offers a wide range of innovative products and services to individuals and businesses.
We are committed to helping our customers live Healthier, Longer, Better Lives, and we believe that our employees play a vital role in achieving this vision.
Key Responsibilities:- Develop and execute comprehensive sales strategies to promote AIA's investment products and services.
- Cultivate and maintain relationships with key customers, identifying new business opportunities and delivering exceptional customer experiences.
- Stay up-to-date with market trends and competitor activity, providing insightful analysis and recommendations to drive business success.
- Leverage expertise in fund sales, marketing, and product development to drive revenue growth and expand our customer base.
- Minimum 10 years of experience in fund sales, investment marketing, and/or product consulting, preferably in financial institutions or firms.
- Relevant professional qualifications, such as CFA or CAIA, and SFC license 4 or 9.
- Strong knowledge of MPF and mutual fund markets, wealth management products, and related regulatory requirements.
- Excellent communication and interpersonal skills, with the ability to work effectively across diverse cultural backgrounds.
- Fluency in Cantonese, Mandarin, and English, with the ability to communicate complex ideas clearly and persuasively.
- In-depth understanding of fund analytic tools, such as Morningstar, Bloomberg, and/or Lipper.
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