HK - GCB - Manager, Insurance Business Planning

Intermediate (3-6 years)

Technical Skills

  • Compliance
  • Life Insurance
  • Marketing
  • Microsoft Excel
  • Microsoft Powerpoint
  • Sales
  • Training

Job Description

HK - GCB - Manager, Insurance Business Planning

Location: APAC-HKG-Hong Kong-Hong Kong

  • To develop new channels for life insurance sales by working with relevant stakeholders on the topics covering product range, sales process, sales tools, marketing support, training, QA, etc.
  • To set business targets and various KPIs for each sales channel.
  • To closely monitor the sales channel on each KPI by working closely with sales team leaders and developing and running MIS trackers.
  • To follow through the end-to-end insurance sales process to assure the delivery of quality sales and full compliance of regulatory requirements.
  • To drive new initiatives / strategic campaigns related to channel development and management.


  • University graduate in any discipline, with career aspiration in banking and finance industry
  • 3-4 years working experience in banking and finance industry is preferable. Experience in life insurance (incl. insurance sales process and FNA) would be an advantage.
  • Excellent Microsoft Office skills, especially Microsoft Excel and Powerpoint
  • Excellent language skills (Chinese and English)
  • Excellent interpersonal and communication skills

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Cantonese
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station