Associate Director, Client Portfolio Management

Associate Director, Client Portfolio Management

CFA Institute
10-13 years
Not Specified

Job Description


Bring your career aspirations to life with AIA!
- Partners with our portfolio managers & plays a central role in facilitating connectivity between them and internal/external clients of AIMHK
- Manages the relationship between AIMHK & the key internal/external clients and represents the respective portfolio managers to communicate AIMHK's capabilities, fund information and market views
Roles & Responsibilities:
Performance Reporting
- Work with Group Investment middle-office to coordinate the preparation of regular and ad hoc performance reports
- Prepare fund factsheet for AIA Wealth Funds and AIMHK's APIFs
- Work closely with AIAT and the IFM to prepare CF performance reports
- Prepare ad hoc performance report for key internal/external clients
Performance Communication & Presentation
- Meet with clients to explain the investment philosophy, process, and performance of specific investment products on behalf of fund managers
- Provide updates on overall financial market performance, economic trends and the team's market outlook
- Work with fund managers to draft performance review reports
Fund DDQ & RFP Preparation
- Coordinate with internal functions within AIMHK to consolidate DDQ & RFP responses
Fund Marketing
- Coordinate with internal functions within AIMHK to manage the contents of AIMHK website
- Draft proposal for new fund product
- Prepare fund marketing materials
Minimum Job Requirements:
- Minimum 10 years of investment communication and/or fund product development experience in insurers, asset managers, banks or wealth management companies
- Degree in business-related subjects
- Investment-related professional qualification (e.g. CFA, CAIA, CFP, etc.)
- Good understanding of ILAS, MPF and wealth management products
- Understanding of ILAS & MPF competitive landscape and fund range of major banks & insurers
- Proven track record in supporting ILAS & MPF businesses and develop new fund products
- Excellent English/Chinese communicating & report-writing skills
- Strong presentation and interpersonal skills
- Experience in managing project-based work
License Requirement:
- Securities and Futures Commission Type 4
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.

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