Insurance M&A Transactions Director

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Bowen Partners Full time

About the Role

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The ideal candidate will possess a strong understanding of bancassurance transactions, insurance mergers and acquisitions, partnership distribution, and distribution strategy. Experience in retail banking, private banking, or wealth management, focusing on bancassurance partnerships strategy, development, transactions, and management, would also be considered.

Key Responsibilities:

  • Drive strategic business initiatives and business development opportunities across the Asia region, focusing on partnerships distribution.
  • Active involvement in business performance and analysis, competitors analysis, strategy formulation and execution, product performance analytics, customer insights and penetrations analysis, digital initiatives, new channel/segment analysis within distribution partners/bank partners.
  • Identify potential partners, assist in partner sourcing and due diligence, and work closely with the deals team on deal structuring, transactions, and closing.
  • Review local country business updates and performance reports to ensure alignment to the Group and Regional Distribution strategies and objectives.
  • Drive customer-driven initiatives with various distribution channels and Product teams to achieve growth and penetration across different customer segments, especially within bancassurance partnerships.
  • Work closely with distribution partners to achieve performance targets, align on strategic goals, execution approaches, and manage/report on incentive payments for distribution partners.
  • Prepare presentation decks, board papers, management meetings materials, and strategic partnerships documentation.

Requirements

  • Minimum 15+ years relevant experience in bancassurance transactions, insurance M&A, partnership distribution, distribution strategy, distribution proposition, business strategy, business development, business planning, channel development and management, or business management within distribution function gained from the Insurance sector.
  • Experience in Retail Banking, Private Banking, or Wealth Management focusing on Bancassurance Partnerships strategy, development, transactions, management, or Strategy Consulting focusing on Insurance sector would also be considered.
  • Good understanding of mass market retail distribution models and channels.
  • Regional experience with knowledge of the Asia insurance market.
  • Strong analytical and business presentation skills.
  • Excellent communication skills with fluency in English.


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