Expert in High Net Worth Sales and Strategy

13 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

At AIA International Limited, we are driving an ambitious movement to create a healthier, more sustainable future for everyone. Our goal is to help a billion people live Healthier, Longer, Better Lives by 2030.

This exciting initiative encompasses our commitment to inspiring meaningful connections with customers, partners, and other stakeholders. As part of our marketing, distribution & partnership team, you will play a vital role in advancing this movement.

Your primary responsibility will be to drive High Net Worth (HNW) customers' sales growth through premium financing case management and supporting relevant workflows. You will also provide strategic insights backed by data and develop relevant tools/reports to measure sales performance and campaign effectiveness.

Premium Financing Support:

  • Identify bank partners, develop the workflow, and manage day-to-day case activities
  • Handle premium financing inquiries from distribution channels
  • Perform internal governance control and prepare sales tracking reports

ULB & HNW Strategy Support:

  • Develop sales & marketing strategies to achieve growth in both market share and financial performance for HNW & Unit-Linked businesses (ULB)
  • Work with sales teams to develop sales tools and channel forecasts to achieve targets in ANP, case count, producer count, and other KPIs
  • Perform in-depth analysis to generate business insights that help formulate sales strategies
  • Support ULB and other proposition development projects and the development of business cases
  • Deliver tracking reports that lead to action to achieve sales targets, providing timely information for sales teams to support their business development
  • Perform any other duties and projects as assigned

Minimum Job Requirements:

  • University graduate plus 3-4 years' experience in HNW and/or ULB
  • Solid experience in managing premium financing cases and workflow
  • Strong capabilities in performing data analysis and generating business insights
  • Excellent organizational and communication skills
  • Sound knowledge on insurance products, wealth management solutions, and the HNW segment
  • Ability to work under pressure on multiple priorities
  • You are required to obtain relevant licenses if your job involves regulated activities

We invite you to build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.



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