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About the Role
Responsible for providing advice in highly technical investment-related areas
Job Responsibilities:
Investment Communication & Fund Sales Activities:
- Speak at investment seminars to end customers and conduct trainings to agents, distributors and clients on to highlight the advantages and benefits of AIMHK's funds.
- Articulate investment trend & fund features in professional and laymen's terms to agents, brokers and end customers.
- Formulate fund sales strategies and communication plans to promote AIMHK's funds and investment services.
- Support the development of web/App based sales and client engagement tools to enhance user experience.
- Conduct investment marketing activities and events to raise the awareness of AIMHK's investment capabilities, funds & services.
- Work closely with the marketing/business development teams of AIAHK, AIAT and GULPB to promote AIMHK's pensions and investment-linked products.
Client Relationship Management:
- Act as the key contact person in relation to investment- and fund-related requests from customers and stakeholders.
- Handle customers and stakeholders feedback on AIMHK's investment products & services.
- Coordinate AIMHK's departments to respond to fund-related requests and questions.
- Leverage the intelligence on customers feedback and advice senior members of the team on business gap and opportunity.
Fund Collateral Production:
- Develop and design AIMHK's fund- and investment-related sales materials & training materials for retail investors.:
- Prepare investment- and fund-related market commentaries.
Job Requirements:
- At least 10 years of fund sales, investment marketing and/or product consulting experience in financial institutions and/or financial service firms.
- Degree in Finance, Economics or Business-related subjects.
- Investment-related professional qualification (e.g. CFA or CAIA).
- Holders of SFC license 4 or 9.
- Knowledge of MPF and mutual fund markets as well as wealth management products.
- Good team player with strong coordination skills to work with colleagues from various cultural background.
- Fluency in Cantonese, Mandarin and English.
- In-depth understanding of fund analytic tools such as Morningstar, Bloomberg and/or Lipper.
- Experience in managing project-based works.
Others:
- You are required to obtain relevant license if your job involves in regulated activities
