Investment Consultant

Build a healthier and more sustainable future for everyone.

At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities.

Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role

Reporting within the CIO Office, the role supports investment management, development of investment solutions and strategic business growth initiatives across AIA Singapore and AIA Brunei.

Working at the intersection of investments and insurance, the role partners with Product, Actuarial, Distribution, Finance, Risk and other stakeholders. It combines portfolio analysis, oversight, governance and reporting with the development of investment solutions that support product innovation and business growth.

The role translates business objectives into investment strategies and solutions while maintaining alignment with the Company's investment, capital and risk-management objectives.

It is suited to an investment professional with strong analytical capability, commercial acumen and the ability to influence investment and business outcomes.

Role & Responsibilities

Investment Performance Analysis

• Conduct portfolio analysis and performance monitoring, identifying key return drivers, portfolio developments and emerging issues to support investment and management discussions.
• Prepare timely and accurate investment insights, management reports and committee materials, communicating portfolio and market developments clearly to relevant stakeholders.
• Support investment governance, including portfolio monitoring, mandate oversight, regulatory reporting and internal compliance requirements.
• Enhance investment processes, reporting frameworks, data management and operating controls to improve efficiency, accuracy and governance

Development of Investment Solutions

• Partner with Product, Actuarial, Distribution, Finance, Risk and other stakeholders to develop investment solutions and strategic business initiatives, translating commercial requirements into appropriate investment objectives and solutions.
• Support compliance with applicable local regulations, including relevant MAS guidelines, managing regular performance reviews, risk monitoring and internal governance controls.
• Collaborate with Marketing, distribution channels and investment teams (internal and/or external fund managers) to develop channel-specific investment propositions, sales-enablement materials and investment communications.
• Conduct investment and peer analysis, which includes research and data analysis to assess and further advance our competitiveness.
• Support the end-to-end implementation of investment-related product initiatives in partnership with internal teams, AIA Group stakeholders, internal and/or external fund managers and external service providers.
• Develop and deliver investment insights, training and communication materials for management, business stakeholders and distribution teams.

Requirements

• Bachelor's degree in business administration, finance, financial engineering, data analytics, statistics, math, economics or actuarial science. Relevant postgraduate or professional qualifications (eg CFA) will be considered but is not a requirement.
• 7–15 years of relevant experience in insurance, investments, asset management, banking, actuarial, product development or a related financial-services function. Candidates with fewer years of experience but strong direct relevant capabilities may also be considered.
• Sound understanding of financial markets and investment products, with experience in areas such as product solutioning, portfolio analytics, investment reporting and governance.
• Strong quantitative and qualitative analytical skills, with the ability to translate investment findings into clear, practical recommendations for investment and business stakeholders.
• Strong written and presentation skills, including the ability to prepare management reports, committee materials, presentations and investment-related training content for different audiences.
• Sound execution judgement and project-management capability, with the ability to coordinate multiple workstreams, resolve implementation issues and strengthen supporting processes and controls.
• Strong stakeholder-management and communication skills, including the ability to work effectively across functions and with external partners.
• Proficiency in Microsoft Office and relevant investment or analytical tools.
• Familiarity with Bloomberg, Aladdin, data-visualisation or automation tools.

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way! 

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

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