Sr. Specialist, Deal Underwriting, Research & Sales (in preparation)

Reposted 25 Days Ago
Be an Early Applicant
Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Perform deal underwriting for debt product issuance: conduct market research, assist due diligence and feasibility studies, draft reports, cultivate and manage investor relationships, monitor market and regulatory changes, support issuance strategy, and coordinate post-investment lifecycle activities.
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 underwriting to deliver performances according to multiple objectives and ensure the entire process compliant with internal and regulatory requirements.

Roles and Responsibilities:

  • Conduct market research on debt product issuance and investor need and feed back to sourcing underwriting staffs.
  • Assist in due diligence & feasibility studies and support drafting relevant reports.
  • Establish and maintain close relationships with investors such as insurance companies, IAMCs, banks and pension funds to promote fundraising and facilitate product initiation.
  • Monitor market evolution and regulatory requirement updates to assist in formulating issuance strategies.
  • Liaise with investors during full life-cycle of product to coordinate post-investment events.

Minimum Job Requirements:

  • Education: Master's degree and graduate from well-known domestic or oversea university.
  • Experience: At least 4-year experience of debt product issuance or sales in IAMC, Trust company, Bank or relevant financial institutions.
  • Professional Qualification: CPA/CFA/Lawyer's license preferred.
  • Strong communication, activity planning and interpersonal 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 well-known domestic or overseas university
  • At least 4 years' experience in debt product issuance or sales at IAMC, trust company, bank, or relevant financial institutions
  • CPA, CFA, or Lawyer license
  • Strong communication, activity planning and interpersonal skills
  • Accountable, efficient, focused, 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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