Strategic Wealth Management Leader
2 days ago
AIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.
About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales & marketing campaigns, channel communication programs as well as managing strategic projects on High Net Worth (HNW) business and Unit Linked business (ULB).
Key Responsibilities:- Develop proposition strategies to achieve growth in financial performance for Life & Wealth Management business, with a focus on HNW and ULB segments.
- Identify and onboard wealth management value-added services to enhance HNW and ULB ecosystem and uplift customer experience.
- Implement the development of distribution channels' sales tools, channel 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.
- Gather and consolidate market intelligence, channel feedback and sales insights through input from sales team and sales data analysis; translate insights into action plan.
- Develop strategies and action plans to enhance knowledge and competency of financial planners and partnership intermediaries through organizing upskilling events and seminars, as well as developing sales communication materials.
- Liaise with relevant LUSEBs, act as POC for LUSEB members and prepare meeting documents.
- Coordinate and support wealth management and marketing events for sales channels and customers.
- Support the development and maintenance of internal and external marketing materials.
- Ensure compliance and control by supporting on requests related to compliance and new regulatory implementation issues.
- Provide coaching, training and development to the team.
- University graduate with minimum 10 years sales experience of which 5-6 years in supervisory/managerial positions.
- 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).
- Possession of, or pursuing related professional qualifications is preferable (e.g. CPA / STEP / CTP / IA Paper 1 &3).
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