Sr. Specialist, Deal Underwriting, Research & Sales

Posted 19 Days Ago
Be an Early Applicant
Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Underwrite debt product deals while ensuring compliance with internal and regulatory requirements. Conduct market research on debt issuance and investor demand, support due diligence and feasibility studies, develop reports, and monitor market and regulatory changes. Build relationships with institutional investors to support fundraising and product initiation. Coordinate with investors throughout the product lifecycle, including post-investment activities.
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

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 four years of experience in debt product issuance or sales within an IAMC, trust company, bank, or relevant financial institution
  • Strong communication, activity planning, and interpersonal skills
  • CPA, CFA, or lawyer's license
  • Ability to work under pressure and perform effectively as a team player
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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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