Investment Leader

7 days ago


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

About the Role

We are seeking an experienced Investment Leader to join our team at AIA International Limited. As a key member of our investment sales and client management team, you will play a crucial role in driving the success of our fund sales activities and building strong relationships with our clients.

Key Responsibilities:

  • Develop and implement effective investment communication strategies to promote AIMHK's funds and investment services to end customers, agents, distributors, and clients.
  • Articulate complex investment trends and fund features in professional and layman's terms to various stakeholders.
  • Formulate fund sales strategies and communication plans to enhance AIMHK's market presence and competitiveness.
  • Support the development of web-based sales and client engagement tools to improve user experience and drive business growth.
  • Conduct investment marketing activities and events to raise awareness of AIMHK's investment capabilities, funds, and services.
  • Work closely with cross-functional teams to promote AIMHK's pensions and investment-linked products.

Client Relationship Management

You will be responsible for acting as the primary point of contact for investment-related requests from customers and stakeholders, handling feedback on AIMHK's investment products and services, and coordinating responses to fund-related queries.

Fund Collateral Production

You will develop and design AIMHK's fund- and investment-related sales materials and training resources for retail investors, preparing investment and fund market commentaries, and leveraging your expertise to advise senior members of the team on business opportunities and challenges.

Requirements:

  • A minimum of 10 years of experience in fund sales, investment marketing, and/or product consulting within financial institutions or service firms.
  • A degree in Finance, Economics, or Business-related subjects.
  • An investment-related professional qualification (e.g., CFA or CAIA).
  • Holders of 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 effectively with colleagues from diverse cultural backgrounds.
  • Fluency in Cantonese, Mandarin, and English.
  • In-depth understanding of fund analytic tools such as Morningstar, Bloomberg, and/or Lipper.
  • Experience in managing project-based works.

Benefits and Others:

  • This is an excellent opportunity to build a career with a leading insurance company, helping our customers and the community live Healthier, Longer, Better Lives.
  • We require all applicants to provide accurate and up-to-date information to be considered for this career opportunity.


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