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Assistant Manager, Investment Services

Intermediate (3-6 years)


Technical Skills

  • Compliance
  • Microsoft Access
  • Microsoft Excel
  • MPF
  • ORSO

Job Description

Assistant Manager, Investment Services

Location: Hong Kong, HK

Job Summary

Ensure smooth daily fund operation for MPF, ORSO, Macau and JF funds and to deliver timely and high-quality special projects.

Roles and Responsibilities

Monitor day-to-day fund operation for MPF, ORSO, Macau and JF funds

  • Ensure fund operation is maintained and available according to service commitment
  • Ensure achievement of compliance standards and guidelines of the sections

Monitor relevant special reports for client and ad hoc projects as requested

  • Execute ad hoc assignment, including system automation, imaging and workflow project and funds switching processing with control and monitoring
  • Handle client inquiries and complaints with high quality result
  • Take up new roles and responsibilities as assigned by superior

Monitor the delivery of earnings allocation, contractual top up, fee rebate and bonus rebate on time with quality

Job Requirements

  • University graduate with major in business or finance related subject or equivalent
  • 5 years of relevant experience in financial institution
  • Good knowledge on MPF/ORSO/Macau retirement schemes servicing and investment products
  • Self-motivated and customer oriented
  • Ability to plan and organize
  • Systematic and analytical mind
  • Team cohesiveness
  • Effective communication and interpersonal skills
  • Good in both spoken and written Chinese and English
  • Good PC skills especially MS Access & Excel

We offer an attractive remuneration package to the successful candidate.  Please submit your application by clicking “Apply Now” for our processing.

All personal information provided by applicant will be treated in strict confidence and used solely for recruitment purposes.  The personal information will be used strictly in accordance with AIA’s personal data policies, a copy of which will be provided upon request.  It is possible that information about the applicant or the applicant’s application will be shared with AIA and its related companies.  AIA will retain all applications for a period of up to 24 months after which the documents will be destroyed.

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationAIA Professional Accountancy Qualification
LanguageEnglish, Cantonese
AIA Group LimitedInsurance and Reinsurance

AIA Central, 1 Connaught Rd Central, Central

directions_walk13 mins walk from Admiralty Station