Investment Services, Consultant (1-Year Contract)

AIA Hong Kong and Macau


We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

To supervise various investment operations, scheme finance payment and collection, monitoring and reporting for AIA’s pension funds, handle the implementation of special business projects of AIA investment operation platform on pension funds including new platform migration, launch of digitalization and data analytics initiatives, new fund structure implementation, fund restructuring, process transformation and automation, integration of supporting team, to be carried out effectively and timely.


  • Supervise daily investment operations and scheme finance operations for the pension platform (trade order placement, valuation and reconciliation, collection and payments, etc.)
  • Manage implementation of various initiatives, new platform migration, process transformation, and improvement for pension funds business
  • Lead the implementation of regulatory products, restructuring of the pension fund platform, and new fund launch
  • Re-enforce various investment controls and operations, regulatory and investment reporting, and risk monitoring
  • Monitor the automation projects relating to order processing, valuation, and reporting
  • Review regulatory reportings and ensure accuracy and timeliness of submission
  • Enhance analytical review on the fee and expenses, cashflow, fund performance, and other fund related reporting
  • Lead the integration of support team projects and monitor performance indicators.
  • Support team to perform due diligence on external service providers
  • Ensure assigned special and transformation projects are completed within planned schedule
  • Coordination of audit/other service providers visits and take follow-up actions on issues identified from the visits/due diligence
  • Ensure accurate preparation and timely submission of regular investment reports, regulatory returns, and year-end financial documentation.
  • Assist in the ad hoc projects


  • University graduate or equivalent with at least 8 years of relevant experience in fund investment operations, valuations, treasury and financial accounting/reporting
  • CPA Qualification
  • Special pension project experience is preferred
  • Strong data analytical and reporting/presentation skills
  • Cooperative, responsible detail-minded person with a positive attitude, able to manage stress and work in a fast-paced environment
  • Effective communication and interpersonal skills
  • Proficient in both spoken & written English & Chinese


  • You are required to obtain the relevant license(s) if your job involves regulated activities.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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.

薪酬 薪金面議
  • 銀行 ‧ 金融服務 - 投資服務
  • 全職
  • 碩士
  • 學士
  • 副學士或高級文憑
  • 文憑或相等程度


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