Leadership Role in Investment Development
8 hours ago
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 SummaryThis 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.
- 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.
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.
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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