Swiss Privilege, the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net worth customers. We are now looking for a successful person to play a vital role in developing and building relationships with our growing high net worth...

Swiss Privilege, the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net worth customers. We are now looking for a successful person to play a vital role in developing and building relationships with our growing high net worth customer base.

The AXA Group is a worldwide leader in insurance and asset management, with 166,000 employees serving 107 million clients in 64 countries. In 2016, IFRS revenues amounted to Euro 100.2 billion and IFRS underlying earnings to Euro 5.7 billion. AXA had Euro 1,429 billion assets under management as of December 31, 2016.

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 Banking / Finance > Investment & Securities
Banking / Finance > Investment Banking / M & A
Banking / Finance > Others
Published On 29/07/2017
ref. SCMPISAM160617

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 “SCMPISAM160617" 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.