Investment and Fund Advisory Expert

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time
Job Overview

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.
Requirements:
  • 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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