Investment Consultant

AIA Singapore; Singapore; On-site; SGD 140,000 - 180,000; Full time

Job summary

AIA Singapore is seeking an experienced investment professional to support investment management, product solutioning, and strategic growth. You will work at the intersection of investments and insurance, collaborating with Product, Actuarial, Distribution, Finance, Risk, and Investment teams to develop investment solutions that drive product innovation and business growth.

The role emphasizes portfolio analysis, governance, reporting, and end-to-end execution of investment initiatives, with a

Qualifications

• Bachelor's degree in Finance, Economics, Actuarial Science or a related discipline.
• At least 7 years of experience within investment, insurance, asset management or financial services.
• Ability to communicate technical investment concepts to both investment and non-investment stakeholders.
• Strong presentation and writing skills, including experience preparing materials for senior management and product training content.

Responsibilities

• Conduct portfolio analysis, performance monitoring, and investment reviews across asset classes.
• Prepare management reports and investment insights for senior stakeholders.
• Support investment governance activities, including portfolio monitoring and regulatory reporting.
• Contribute to enhancements in investment processes, reporting frameworks, and data management.
• Partner with Product, Actuarial, Distribution, Finance, Risk and other stakeholders for product development.
• Develop investment solutions for insurance products balancing return, risk, liquidity and capital.
• Translate business requirements into investment strategies and portfolio solutions.
• Support end-to-end implementation of investment-related product initiatives with internal and external partners.
• Provide investment insights and training materials to business stakeholders and distribution teams.

Skills

Portfolio analysis

Stakeholder communication

Presentation skills

Financial reporting

Investment governance

Education

Bachelor's degree in Finance/Economics/Actuarial Science

Job description

Reporting within the CIO Office, this role supports investment management, insurance product solutioning, and strategic business growth initiatives.

You will work at the intersection of investments and insurance, partnering closely with stakeholders across Product, Actuarial, Distribution, Finance, Risk, and Investment teams. The role combines portfolio analysis, investment governance, and reporting responsibilities with the design and implementation of investment solutions that support product innovation and business growth.

This is an opportunity for an investment professional with strong analytical capabilities and commercial acumen to influence investment strategy while helping drive customer and business outcomes.

Key Responsibilities

• Conduct portfolio analysis, performance monitoring, and investment reviews across assigned asset classes, identifying key drivers, trends, risks, and opportunities.
• Prepare management reports, investment insights, and presentations for senior stakeholders, ensuring information is accurate, timely, and actionable.
• Support investment governance activities, including portfolio monitoring, mandate oversight, regulatory reporting, and internal compliance requirements.
• Contribute to enhancements in investment processes, reporting frameworks, data management, and operating controls.
• Partner with Product, Actuarial, Distribution, Finance, Risk, and other stakeholders to support insurance product development and strategic business initiatives.
• Develop and assess investment solutions for new and existing insurance products, balancing return objectives with risk, liquidity, capital, accounting, and operational considerations.
• Translate business requirements into investment strategies and portfolio solutions that support product competitiveness and sustainable growth.
• Support end-to-end implementation of investment-related product initiatives, working with internal teams, AIA Group stakeholders, asset managers, and external service providers.
• Provide investment-related insights, training, and communication materials to business stakeholders and distribution teams.

Requirements:

• Bachelor's degree in Finance, Economics, Actuarial Science or a related discipline.
• At least 7 years of experience within the investment, insurance, asset management, actuarial or other financial services environments.
• Ability to communicate technical investment concepts effectively to both investment and non-investment stakeholders.
• Strong presentation and writing skills, including experience preparing materials for senior management and investment-related product training content.

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