Investment Consultant

AIA Hong Kong and Macau; Hinoba-an; On-site; PHP 5,632,000 - 9,387,000; Full time

Job summary

AIA Hong Kong and Macau is seeking an Investment Consultant to help manage investment funds and deliver investment solutions. You will support fund manager oversight and contribute to income targets and strategic goals.

The role requires strong analytical and communication skills, plus at least 5 years in investments or asset management. You will work within a framework of compliance and governance to ensure sound investment practices.

Qualifications

• College graduate in Economics, Finance, Management, Accounting, Mathematics or Statistics.
• Certifications CFA, FRM, TCP, CAIA or a master’s degree in Finance are an advantage.
• At least 5 years of experience in investments, asset management or related roles.
• Strong knowledge of financial markets and regulations; analytical, proactive and detail oriented.

Responsibilities

• Ensure investment decisions help the company meet income targets and strategic goals.
• Facilitate onboarding of new investment outlets, funds and instruments.
• Represent investment management in Strategic Asset Allocation reviews.
• Liaise with asset managers and oversee fund management activities.
• Ensure compliance with internal standards and local regulations.

Skills

Analytical thinking

Problem-solving

Critical thinking

Communication skills

MS Excel

PowerPoint

Education

Bachelor's degree in Economics/Finance/Management/Accounting/Mathematics/Statistics

Tools

MS Excel

PowerPoint

Job description

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

The Investment Consultant role shall ensure the effective management of the company's investment funds by assisting in delivering investment solutions and facilitating fund manager oversight. The Investment Consultant shall endeavor in contributing to the company’s income targets and all other strategic goals and, in the process, shall:

• Ensure that all investment management decisions, activities, and processes will result in the company sustainably achieving its income targets and strategic goals.
• Facilitate onboarding of new investment outlets, funds, and financial instruments such as but not limited to financial derivatives.
• Represent the investment management function in the preparation of the Strategic Asset Allocation (SAA) review to ensure that mandates are still aligned with company strategy.
• Liaise with asset managers and provide oversight in the conduct of their fund management activities.
• Be responsible for ensuring that all investment activities are compliant with internal standards set out for Investment Management as well as with local regulations.

Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements.

Minimum Job Requirements:

Education & Credentials: College graduate, preferably in Economics, Finance, Management, Accounting, Mathematics, or Statistics.

Professional certifications: (completed and ongoing) certification programs such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Treasury Certification Program (TCP), Chartered Alternative Investment Analyst (CAIA) or master’s degree in finance or other related disciplines. Master's degree in Finance or related fields are considered an advantage.

Relevant Experience: At least 5 years of experience in investments, asset management, risk management, or related financial market-facing roles.

Financial Markets Expertise: Strong working knowledge of local and global financial markets, including familiarity with relevant regulations and industry best practices.

Core Competencies: Demonstrated analytical and problem-solving skills, critical and independent thinking, continuous learning mindset, effective communication with management stakeholders, and proficiency in MS Excel and PowerPoint.

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.

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. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life. Believe in better with AIA. View our AIA LinkedIn page Bring your difference to AIA