Swiss Privilege is a member of the acclaimed AXA Group, one of the world’s leading organisations in financial protection and wealth management. AXA Group has a history dating back to the early 19th century. AXA Group’s revenues were Euro 99.0 billion (around HK$833.58 billion)*, and had Euro...

Swiss Privilege is a member of the acclaimed AXA Group, one of the world’s leading organisations in financial protection and wealth management. AXA Group has a history dating back to the early 19th century. AXA Group’s revenues were Euro 99.0 billion (around HK$833.58 billion)*, and had Euro 1,363 billion (around HK$11,476.46 billion)* in assets under management.

*As of 31 December 2015, calculated based on exchange rate of 1 Euro = HK$8.42

Assistant Manager / Manager – Investment Solution

Job level Senior
Work exp Minimum 8 Years
Education Bachelor Degree
Location Hong Kong
Employment type Full Time
Industry Financial Services
Job function Insurance > Insurance Agent / Broker
Banking / Finance > Investment & Securities
Banking / Finance > Fund Management
Published On 24/09/2016
ref. SCMPISAM1115

Your Responsibilities:

  • Provide joint call and investment support functions for a team of professional financial consultants.
  • Guide financial consultants on delivery of best practices and desired business quality by regular update on market and regulatory information.
  • Monitor existing product / investment fund platform and participate in new product / investment fund projects.
  • Perform role of Responsible Officer for both Life Insurance and SFC Type 1 regulated activities.

We look for:

  • University graduate, preferably in Finance, Economic or related disciplines.
  • Minimum 8 years’ solid working experience in investment field.
  • Thorough knowledge of financial products and investment market.
  • Broad exposure in financial services and/or insurance industry, CFA qualification preferred.
  • Holder of SFC Type 1 license.
  • Familiar with sales and distribution framework, as well as local investment environment/market conditions.
  • Can work independently and proactively with strategic mindset.
  • Excellent interpersonal, communication and presentation skills in both written / spoken English and Chinese. Ability to communicate in fluent Mandarin a plus.

We offer:

  • Competitive remuneration package, include basic salary and incentive scheme.
  • Attractive fringe benefits and long term service benefits.
  • Career opportunities and development.

For enquiry, please call 2864 5618 or 2864 5637. Please send full resume and quoting “JDISAM1115" to hr.sp@swissprivilege.com or fax to 2865 2306.

The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants’ information will be destroyed after 12 months.