Specialist, Financial Product Investment

Reposted 10 Days Ago
Be an Early Applicant
Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Entry level
Insurance • Financial Services
The Role
The Specialist in Financial Product Investment manages financial products throughout their life-cycle, ensuring compliance with regulations and developing relationships with professional counterparts.
Summary Generated by Built In

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

• Assist to monitor and manage financial products during their full life-cycle and ensure compliance with both internal governance and compliance and external regulations.
• Aissit to constantly review and refine financial product management process in accordance with changing local regulatory and AIA requirements.
• Develop and maintain a good and close relationship with both external and internal AIA China AMC’s counterparties and other third-party professionals.

Roles and Responsibilities:

  • Participate in full life cycle investment management of financial products, including equity schemes, debt schemes, collective trust plans, securitized products and other related financial products according to relevant policies and SOPs.
  • Assist to ensure the achievement of multiple objectives, and prudently follow all requirements of related regulations, and compliance.
  • Assist to maintain contacts with Trustees, including domestic IAMCs, trust companies, securities firms & other relevant financial institutions.
  • Be responsible for other tasks assigned by Team Head.

Minimum Job Requirements:

  • Education - Graduate from university in China or oversea, major in finance, economic, accounting or business administration is preferred.
  • Professional Qualification - CPA / CFA preferred.
  • Proficiency in MS Office, Bloomberg, Wind, and other professional data tools for financial product investment.
  • Good command of written and spoken English and Mandarin
  • Good interpersonal skill and great team player.
  • Strong research and analytical skill.
  • Accountable, efficient, focus, detail oriented, and able to work under pressure.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Skills Required

  • Graduate from university in finance, economic, accounting or business administration
  • CPA / CFA qualification preferred
  • Proficiency in MS Office, Bloomberg, Wind, and other professional data tools
  • Good command of written and spoken English and Mandarin
  • Good interpersonal skill and great team player
  • Strong research and analytical skills
  • Accountable, efficient, focus, detail oriented and able to work under pressure
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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