Wealth Management Strategy, Principal (SM level)
Hong Kong, HK

Bring your career aspirations to life with AIA!

As the Associate Director, Wealth Management Strategy, reporting to Head of Wealth Management Strategy, the jobholder is responsible for driving business strategies, 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 :

  • Project management for strategic initiatives on Wealth Management business and enhancement of customer experience
  • Lead the development of sales & marketing strategies to achieve growth in both market share and financial performance for Wealth Management business
  • Drive, together with sales teams, the development of Wealth Management 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

  • Develop strategies and action plans to enhance knowledge and competency of intermediaries in selling unit linked through organising training and seminars, as well as developing sales communication materials
  • Develop and provide related training, sharing sessions and communication materials to our channels and / or sales teams
  • Coordinate marketing events for sales channels and customers
  • Develop our HNW proposition and execute HNW programmes to achieve sales growth in the segment
  • Support the development and maintenance of internal and external marketing materials
  • Compliance and Control : support on requests related to compliance and new regulatory implementation issue
  • Provide coaching, training and development to the team
  • Perform any other duties and projects as assigned
  • You are required to obtain relevant licence(s) if your job involves regulated activities
  • Minimum Job Requirements :

  • 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
  • Possession of, or perusing related professional qualifications is preferable (e.g. CPA / STEP / CTP)
  • Customer service focus with excellent communication skills and interpersonal skill
  • Self-motivated and ability to work under pressure
  • Good command of English and Chinese (Cantonese and Putonghua)
  • Build a career with us as we help our customers and the community live healthier, longer, better lives.

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