Life & Wealth Management Strategy, Principal/Consultant (Senior Manager/Manager)

Hong Kong·Hk-Aia Hong Kong & Macausenior

OperationsManagement

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Quick Summary

Key Responsibilities

Drive the development of proposition strategies to achieve growth in financial performance for Life & Wealth Management business, with a focus on HNW and ULB segments.

Requirements Summary

University graduate with minimum 8 years sales & marketing and event management experience. Strong experience in channel marketing and communications to sales intermediaries.

Technical Tools

OperationsManagement

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

About the Role

~1 min read

As the Principal of Life & Wealth Management Strategy team, the jobholder is responsible for delivering wealth management propositions, supporting business strategies, developing and executing sales & marketing events, campaigns, channel communication programs as well as managing strategic projects on High Net Worth (HNW) business and Unit Linked business (ULB).

Roles and Responsibilities:

Drive the development of proposition strategies to achieve growth in financial performance for Life & Wealth Management business, with a focus on HNW and ULB segments.
Lead the development of distribution channels’ contests, promotions, communication campaigns and monitor program results to achieve targets in ANP, case count, producer count and other KPIs as determined by senior management.
Lead conventions and events across various scales for sales channels and customers.
Identify and support the onboarding of wealth management value-added services to enhance HNW and ULB ecosystem and uplift customer experience.
Develop and monitor internal and external marketing materials.
Gather and consolidate market intelligence, channel feedback and sales insights through input from sales team and sales data analysis; translate insights into action plan.
Compliance and Control: support on requests related to compliance and new regulatory implementation issue
Provide coaching, training and development to the team
Perform any other duties and projects as assigned

Requirements

~1 min read

University graduate with minimum 8 years sales & marketing and event management experience.
Strong experience in channel marketing and communications to sales intermediaries.
Sound knowledge on insurance products and wealth management solutions.
Excellent communication skills and proven project management experience.
Customer service focus with excellent communication skills and interpersonal skills.
Self-motivated and ability to work under pressure.
Good command of English and Chinese (Cantonese and Putonghua).

You are required to obtain relevant license if your job involves in regulated activities

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.