Investment Executive Director

Senior (6-10 years)


Technical Skills

  • Accountancy
  • Asset Allocation
  • Business Development
  • Compliance
  • Deal Origination
  • Derivatives
  • Due Diligence
  • ECM
  • Economics
  • Equities
  • Fixed Income
  • Fundraising
  • Futures
  • Investment Strategy
  • Marketing
  • Mutual Funds
  • Negotiation

Job Description

Investment Executive Director

Location: Hunghom


  • Participate in strategic & long-term planning of private equity, alternatives, derivatives, fixed income and money market
  • Analyses market, distribution and competitive trends to identify attractive, new product opportunities to innovate, enhance and rationalized the existing products and services
  • Educate internal audiences on investment strategies and products. Articulate investment philosophy, process, and performance and cross-platform storytelling to all external (potential and existing clients) and internal (Business Development, Client Service, Marketing, and Compliance) audiences
  • Prepare fund raising materials such as pitch books, memorandums and other presentations for prospective investors
  • Maintain and foster relationship with investors, government agencies, legal professionals and all relevant market participants
  • Assist the department head to manage the business on a day to day basis
  • Assist senior management to oversee & manage the fund raising activities
  • Manage investment product governance lifecycle for shelf including new product approvals and on‐going due diligence to comply with the firm’s product due diligence policies and procedures
  • Develop the wealth investment product shelf and services which include mutual funds, managed solutions, asset allocation services and research


  • Degree holder in Finance, Economics, Accounting or Business related discipline, CFA,FRM, ACCA is preferable 
  • At least 6 years relevant experience in ECM and DCM, proven track records in deal origination
  • Solid and in-depth knowledge in the Securities and Futures Ordinance, regulations and guidelines of relevant regulatory authorities
  • Solid experience in syndication and execution of fund raising
  • Sound knowledge in most industry fields, strong business acumen, good analytical skill
  • Good negotiation, interpersonal and communication skil
  • Current hold of SFC Type 1、4、9 license is preferable
  • Good commend of written and spoken English, Chinese, proficiency in Mandarin is a must 

Application Method

We offer competitive salary and wide range of benefits such as medical insurance, education allowance etc. Interested parties please apply with full resume including current and expected salary by clicking Apply Now or by mail to Human Resources Department,Tower A,China Life Center,One Harbour Gate,18 Hung Luen Road, Hung Hom, Kowloon,Hong Kong. 

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Risk Manager (FRM), CFA Level III / CFA Charterholder, Chartered Certified Accountant (ACCA)
LanguageEnglish, Cantonese, Mandarin (Putonghua)