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Senior Manager, Wealth Management Strategy

Intermediate (3-6 years)


Technical Skills

  • Channel Marketing
  • Compliance
  • Corporate Communications
  • Data Analysis
  • Marketing
  • Marketing Campaigns
  • Project Management
  • Sales
  • Training
  • Translation
  • Wealth Management

Job Description

Senior Manager, Wealth Management Strategy

Location: Hong Kong, HK

Position Objective:

As the Senior Manager, Wealth Management Strategy, reporting to Head of Wealth Management Strategy, the jobholder is responsible for developing and executing sales & marketing campaigns, channel communication programs as well as other channel support activities to drive sustainable growth of our High Net Worth (HNW) and unit linked businesses (ULB).

Roles and Responsibilities:

  • Support the development of sales & marketing strategies to achieve growth in both market share and financial performance for ULB & HNW businesses
  • Work with sales teams to develop sales tools, channel contests, promotions, communication campaigns and monitor program results to achieve targets in ANP, case count, producer count and other KPIs determined from time to time
  • Gather and consolidate market intelligence, channel feedback and sales insights through input from sales team and sales data analysis; translate insights into action plan
  • Enhance knowledge and competency of intermediaries in selling unit linked and HNW products through organising training and seminars, as well as developing sales communication materials
  • Coordinate marketing events for sales channels and customers
  • Support the development and maintenance of internal and external marketing materials
  • Compliance and Control: support on requests related to compliance and new SFC implementation issue
  • Provide coaching, training and development to the team
  • Perform any other duties and projects as assigned

Minimum Job Requirements:

  • University graduate with minimum 8 years sales experience of which 4-5 years in supervisory/managerial positions
  • Strong experience in channel marketing and communications to sales intermediaries  
  • Sound knowledge on insurance products, wealth management solutions and the High Net Worth segment
  • Excellent communication skills and proven project management experience
  • Good presentation and team building skills
  • Self-motivated and ability to work under pressure
  • Good command of English and Chinese

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 LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationAIA Professional Accountancy Qualification
LanguageEnglish, Cantonese
AIA Group LimitedInsurance and Reinsurance

AIA Central, 1 Connaught Rd Central, Central

directions_walk13 mins walk from Admiralty Station