Sr. Specialist, Deal Underwriting, Research & Sales (in preparation)

Shanghai, CN-AIA China Until 9/1/2026 4+ years exp First posted July 3, 2026 Last posted July 3, 2026
Job description

FIND YOUR 'BETTER' AT AIA

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

Implement deal underwriting to deliver performances according to multiple objectives and ensure the entire process compliant with internal and regulatory requirements.

Roles and Responsibilities:

  • Conduct market research on debt product issuance and investor need and feed back to sourcing underwriting staffs.
  • Assist in due diligence & feasibility studies and support drafting relevant reports.
  • Establish and maintain close relationships with investors such as insurance companies, IAMCs, banks and pension funds to promote fundraising and facilitate product initiation.
  • Monitor market evolution and regulatory requirement updates to assist in formulating issuance strategies.
  • Liaise with investors during full life-cycle of product to coordinate post-investment events.

Minimum Job Requirements:

  • Education: Master's degree and graduate from well-known domestic or oversea university.
  • Experience: At least 4-year experience of debt product issuance or sales in IAMC, Trust company, Bank or relevant financial institutions.
  • Professional Qualification: CPA/CFA/Lawyer's license preferred.
  • Strong communication, activity planning and interpersonal skills.
  • Accountable, efficient, focused, good team player and able to work under pressure.

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.

About this role

Summary

Implement deal underwriting, conduct market research, assist with reports, and maintain investor relationships.

Job title

Sr. Specialist, Deal Underwriting, Research & Sales

Experience level

4+ years

Minimum experience

4+ years exp

Industry

finance

Location requirements

Shanghai, CN, remote work not allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationactivity planninginterpersonal skillswork under pressure

Preferred skills

CPACFALawyer's license

Specializations

debt productsmarket researchregulatory complianceinvestmentfeasibility studies
Locations

Structured locations inferred from the posting.

Shanghai, China

On-site City