VP - Insurance Capital Markets and Client Solutions

Michael Page (Hong Kong); Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Michael Page International (Hong Kong) Limited is seeking an experienced Vice President to lead Institutional Client Management and Investment Projects within its Insurance Capital Markets practice. The role spans client servicing, regulatory reporting, and cross-border investment coordination for insurance asset management clients.

You will collaborate with investment, legal, compliance and risk teams, review investment management agreements, monitor portfolios, and provide market intelligence

Qualifications

• Excellent communication and stakeholder management skills.
• Strong understanding of capital markets products and portfolio management practices.
• Familiarity with cross-border investment products and offshore structures.
• Fluent in Mandarin Chinese and English, with strong written and spoken abilities.

Responsibilities

• Serve as the primary point of contact for institutional clients and stakeholders, ensuring responsive service delivery.
• Coordinate documentation, regulatory responses, due diligence, and internal approvals for capital markets projects.
• Review, update and negotiate investment management agreements and conduct mandate reviews.
• Monitor portfolio performance, prepare periodic investment reports and governance materials.
• Coordinate regulatory and management reporting with cross-functional teams.
• Lead cross-functional project coordination across investment, risk, compliance, legal and operations.
• Provide market intelligence, benchmarking and regulatory updates to investment teams and clients.
• Support the investment committee governance and related decision-making processes.

Skills

Stakeholder management

Capital markets knowledge

Cross-border experience

Communication skills

Education

Bachelor's degree or above in Finance

Job description

• A top tier Chinese Insurance backed Asset Manager
• Strong background of Investment team

About Our Client

Our client is a leading Hong Kong-based asset management platform backed by one of China's premier insurance groups. The firm manages a diversified portfolio of public and private market investments and serves as a key cross-border investment hub for institutional capital. As part of its continued growth in capital markets and insurance asset management, the company is seeking an experienced investment client services and portfolio management professional to support institutional mandates and strategic investment initiatives.

Job Description

Institutional Client Management & Service Excellence

• Serve as the primary point of contact for institutional clients and stakeholders, ensuring responsive, high-quality service delivery.
• Maintain effective communication channels and coordinate internal resources to address client requests and business needs in a timely manner.

Investment Project Execution & Coordination

• Partner closely with investment, legal, compliance and operations teams to facilitate the execution of capital markets investment projects.
• Coordinate documentation preparation, regulatory responses, due diligence processes and internal approvals to ensure smooth project implementation.

Investment Management Agreement Review

• Support the review, update and negotiation of investment management agreements.
• Coordinate annual mandate reviews, new investment strategy launches, and fee structure adjustments with both internal and external stakeholders.

Portfolio Monitoring & Post-Investment Management

• Act as the liaison between capital markets investment teams and insurance capital clients.
• Monitor portfolio performance, conduct portfolio analytics, and prepare periodic investment reports and performance reviews.
• Support client communications, service reviews and KPI assessments.

Regulatory & Management Reporting

• Coordinate the preparation and submission of regulatory, management and internal reporting materials.
• Ensure data accuracy, consistency of reporting methodologies and effective cross-functional collaboration.

Cross-Functional Project Management

• Lead the coordination of responses and deliverables across investment, risk, compliance, legal and operational teams.
• Drive strategic cross-departmental and cross-entity projects relating to capital markets investment activities.

Market Intelligence & Investment Research Support

• Provide market insights, peer benchmarking, industry intelligence and regulatory updates.
• Support investment teams and clients with relevant market research and strategic analysis.

Governance & Policy Management

• Coordinate the review, enhancement and implementation of policies and procedures related to capital markets investments.
• Support investment committee governance matters and related decision-making processes.

The Successful Applicant

• Bachelor's degree or above in Finance, Economics, Business Administration, Accounting or a related discipline.
• Minimum 8 years of relevant experience within insurance companies, asset management firms, institutional investment platforms or financial institutions.
• Demonstrated experience supporting insurance asset management mandates, portfolio monitoring and institutional client servicing.
• Strong understanding of capital markets products, investment processes and portfolio management practices.
• Familiarity with cross-border investment products, offshore structures and related operational workflows.
• Excellent communication and stakeholder management skills, with the ability to engage effectively across multiple functions and seniority levels.
• Fluent in both Mandarin Chinese and English, with strong verbal and written communication abilities.
• Self-motivated, detail-oriented and capable of working independently in a fast-paced environment.
• Proven ability to manage multiple priorities while maintaining a high level of ownership and accountability.

What's on Offer

Joining our client as Vice President, Insurance Capital Markets & Client Solutions offers a unique opportunity to play a pivotal role in bridging institutional insurance clients and investment solutions. You will gain exposure to sophisticated capital markets products, work directly with leading Chinese insurance institutions, and contribute to the growth of a well-established insurance asset management platform. The role provides strong career development prospects, competitive remuneration, and the opportunity to build strategic relationships across the insurance and investment sectors in Greater China.