Sr. Specialist, Deal Sourcing (in preparation)

Posted 2 Days Ago
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Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Lead deal sourcing and pipeline management for debt products. Conduct due diligence and feasibility studies, coordinate internal/external reviews, support internal decision processes, negotiate key contract clauses, assist product filing and fundraising, and maintain client relationships.
Summary Generated by Built In

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Implement deal sourcing to deliver performances according to multiple objectives and ensure the entire process compliant with internal and regulatory requirements.

Roles and Responsibilities:

  • Responsible for deal sourcing including client expansion, relationship maintenance and pipeline management.
  • Conduct deal-based due diligence & feasibility studies on products and coordinate internal & external reviewers to provide assessment.
  • Implement internal assessment and decision-making process.
  • Participate in negotiating key clauses of relevant contracts, promoting the contract signing and product filing.
  • Participate in communication with external investors to facilitate product fundraising.

Minimum Job Requirements:

  • Education: Master's degree and graduate from well-known domestic or oversea university. Major in Finance/Economy/Law/Accounting preferred.
  • Experience: At least 4-year experience of debt product investment or issuance management in IAMC, Trust company, Bank or relevant financial institutions.
  • Professional Qualification: CPA/CFA/Lawyer's license preferred.
  • Good understanding of regulations in terms of product issuance, with good deal sourcing capability and negotiation skills.
  • Strong financial analysis, activity planning and written communication skills.
  • Accountable, efficient, focused, good team player 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

  • Master's degree from a recognized university
  • Major in Finance, Economics, Law, or Accounting
  • At least 4 years' experience in debt product investment or issuance management at IAMC, trust company, bank, or financial institution
  • Understanding of product issuance regulations and deal sourcing capability
  • Negotiation skills for contracts and product filing
  • Strong financial analysis skills
  • Activity planning and written communication skills
  • Professional qualifications such as CPA, CFA, or lawyer's license
  • Accountable, efficient, team player, 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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