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Senior Manager / Associate Director, Wealth Management Business Development

AIA Group Limited

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Senior Manager / Associate Director, Wealth Management Business Development

Lead (more than 10 years)


Technical Skills

  • Corporate Communications
  • Relationship Management
  • Sales
  • Training

Job Description

Senior Manager / Associate Director, Wealth Management Business Development

Location: Hong Kong, HK

Job Summary

Lead the assigned sales team in driving the sales development of High Net Worth solution and Unit-Linked to achieve annual preset business targets in agency channel

Roles and Responsibilities

Sales and Channel Development

  • Own the delivery of financial commitments and monitor to achieve the sales KPI of unit linked business and HNW agency business  and channel business
  • Map out and identify agency’s unit linked business and HNW business strategies and lead the implementation and deployment

Channel Engagement

  • Build out and constantly upgrade a stable and high performance agency force through engaging them to develop unit linked business and HNW business, enabling the premier agents with appropriate and practical training and coaching efforts
  • Develop and provide related training, sharing sessions and communication materials

Strategic Partnership and Relationship Management

  • Manage relationships with external stakeholders (fund house, premium financing bank partners) and internal stakeholders (UW, Case Managers and Agency Development) to build dedicated infrastructure to provide one-line sales consultation and sales supports to agency and channel
  • Support client meetings and advise on market update matters with the aim of acquiring new businesses for the High Net Worth segment

Job Requirements

  • Education – A bachelor degree in any discipline
  • At least 10 years of experiences in Banking, Finance or Insurance industry, holding comparable senior positions
  • Solid sales management experience of insurance products, and universal life plans preferable with proven track records
  • Strong communications skills with fluent Cantonese, Mandarin and English
  • Leadership quality to build and drive a high performance sales organization - ability to inspire, motivate team members to drive business success
  • Appropriate professional insurance qualifications and licenses

We offer an attractive remuneration package to the successful candidate.  Please submit your application by clicking “Apply Now” for our processing.

All personal information provided by applicant will be treated in strict confidence and used solely for recruitment purposes.  The personal information will be used strictly in accordance with AIA’s personal data policies, a copy of which will be provided upon request.  It is possible that information about the applicant or the applicant’s application will be shared with AIA and its related companies.  AIA will retain all applications for a period of up to 24 months after which the documents will be destroyed.

Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelNon-specified
QualificationAIA Professional Accountancy Qualification
LanguageEnglish, Cantonese, Mandarin (Putonghua)
AIA Group LimitedInsurance and Reinsurance

AIA Central, 1 Connaught Rd Central, Central

directions_walk13 mins walk from Admiralty Station