Leadership Role in Investment Development

8 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time
About the Opportunity

At AIA International Limited, we are committed to empowering our people to find their 'better' and make a meaningful impact on our customers' lives. We are seeking an experienced Senior Manager, Business Development to join our team and lead our investment development efforts.

Job Summary

This is a senior leadership role that requires expertise in fund sales, investment marketing, and product consulting. The successful candidate will be responsible for providing advice in highly technical investment-related areas, developing and implementing effective sales strategies, and managing relationships with clients and stakeholders.

Key Responsibilities
  • Develop and execute investment communication and fund sales activities to promote AIMHK's funds and investment services;
  • Articulate investment trends and fund features to agents, brokers, and end customers in professional and laymen's terms;
  • Formulate fund sales strategies and communication plans to enhance user experience;
  • Support the development of web/App based sales and client engagement tools;
  • Conduct investment marketing activities and events to raise awareness of AIMHK's investment capabilities, funds, and services;
  • Work closely with marketing/business development teams to promote AIMHK's pensions and investment-linked products.
Client Relationship Management
  • Act as the key contact person for investment- and fund-related requests from customers and stakeholders;
  • Handle customer feedback on AIMHK's investment products and services;
  • Coordinate departments to respond to fund-related requests and questions;
  • Leverage customer intelligence to advise senior members of the team on business gaps and opportunities.
Requirements

To be successful in this role, you will need:

  • At least 10 years of experience in fund sales, investment marketing, and/or product consulting;
  • A degree in Finance, Economics, or Business-related subjects;
  • Investment-related professional qualifications (e.g. CFA or CAIA);
  • SFC license 4 or 9;
  • Knowledge of MPF and mutual fund markets as well as wealth management products;
  • Strong coordination skills and ability to work with colleagues from diverse cultural backgrounds;
  • Fluency in Cantonese, Mandarin, and English;
  • In-depth understanding of fund analytic tools (e.g. Morningstar, Bloomberg, and/or Lipper);
  • Experience in managing project-based works.
Estimated Salary Range

The estimated salary range for this role is HKD $150,000 - HKD $250,000 per annum, depending on experience and qualifications.


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