Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels)
1 week ago
Overview Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels) at AIA Hong Kong and Macau. Join to apply for the Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels) role at AIA Hong Kong and Macau. At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. 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\u2019ll 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 Drive and enable the acceleration of developing Wealth Product strategies including Savings, Protection and investment to achieve the assigned business targets in Agency & Brokerage Channels. Responsibilities Drive and implement sales strategies for Wealth Product business development to achieve the production targets, including risk management, wealth accumulation, wealth preservation & retirement planning, etc. Provide support to financial planners through coaching on products, sales knowledge, investment funds and market insight. Launch campaigns and other activities to boost sales activities and number of active agents, including but not limited to organizing seminars, forums, and district-based training/activity. Manage and maintain close relationships and engagement with agency & brokerage channel. Develop customer-centric solutions and provide joint field work support. Follow up pending cases, liaison with underwriting, case management and operations. Ensure strict adherence to internal compliance/governance guidelines and market regulations. Minimum Job Requirements University / college graduate plus 5 years relevant experience. Solid sales experience of insurance products including savings, protection and unit linked plans; proven track record preferred. Strong communications skills with fluent Cantonese and Mandarin. Appropriate professional insurance qualifications and licenses. Good analytical and problem-solving skills. Require obtaining relevant license if the job involves regulated activities. Others You are required to obtain relevant license if your job involves 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. #J-18808-Ljbffr
-
Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Company Limited Full timeBusiness Development Assistant Manager– HNW Brokerage Channel Provide sales, training and marketing supports to HNW distribution channels, mainly international brokers Relationship building and business development with HNW distribution channels Focus on assigned sales targets Facilitate sales and case management with internal and external parties Be the...
-
Business Development Manager
2 weeks ago
hong kong, Hong Kong SAR China ARK Wealth Management-NOAH Full time1 day ago Be among the first 25 applicants Direct message the job poster from ARK Wealth Management-NOAH Responsibilities: Actively develop high-net-worth customer relationships with partners and channels (including but not limited to Hong Kong, the United States, Canada, Singapore, etc.), and assist in completing customers' account opening and deposit...
-
Hong Kong Island, Hong Kong SAR China Captar Partners Limited Full timeSenior Manager, Brokerage Business Development Our insurance clients are recruiting Senior Manager, Brokerage Business Development, to support their business growth in the brokerage channel. Applicants from other channel with similar channel development experience are welcome to apply. Less experience applicants will be advised as Manager or Assistant...
-
hong kong, Hong Kong SAR China CLSA Full timeAssociate, Brokerage Business, Wealth Management We are seeking a high caliber professional to join our team as Manager, Brokerage Business under the Call Center, Wealth Management. This expanding role is designed to enhance our customer service and sales operations, with a strong emphasis on supporting the growing demand for new product services. The...
-
Senior Brokerage Business Development Manager
2 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as a Senior Brokerage Business Development Manager. In this role you will: Identify and pursue new business opportunities to achieve growth targets Develop and implement strategic business development plans to expand the insurance portfolio through broker channel Lead onboarding of new...
-
Hong Kong Island, Hong Kong SAR China ConnectedGroup Limited Full timeM/SM, MCV Business Development, Brokerage Channel Our client, a top-tier insurance group, is seeking a dynamic and results‑driven MCV Business Development expert to join their Brokerage Channel team. This role is ideal for professionals with strong relationship management skills and a proven track record in MCV insurance sales and channel development. You...
-
Hong Kong Island, Hong Kong SAR China ConnectedGroup Limited Full timeA top-tier insurance group is seeking an experienced MCV Business Development expert to join their Brokerage Channel team in Hong Kong. The role entails driving business growth through strong relationship management, mentoring a results-oriented sales team, and executing strategic business plans. Candidates should possess at least 6 years of relevant...
-
Premier Agency Development, Consultant
2 weeks ago
Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full timePremier Agency Development Consultant – AIA Hong Kong and Macau At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. 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...
-
Assistant Agency Development Manager
6 days ago
Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Company Limited Full timeResponsibilities Analyze agency performance metrics (e.g., recruitment numbers, active ratio, productivity per head) to identify trends, opportunities, and areas for improvement. Implement targeted interventions. Monitor competitor activities, market trends, and regulatory changes to adapt strategies and maintain a competitive edge. Provide ongoing coaching,...
-
Lead Business Analyst, Wealth Management IT
4 days ago
hong kong, Hong Kong SAR China ioTech Solutions Full timeA financial technology firm in Hong Kong is seeking a Lead Business Analyst for Wealth Management. The ideal candidate will oversee business analysis and project management for financial systems, requiring at least 8 years of experience in Brokerage or Wealth Management IT. Candidates should possess strong analytical, communication, and presentation skills,...