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Life & Wealth Management Strategy, Senior Analyst (Senior Officer for data analytics & reporting)

AIA International Limited.Hong Kong

14 days ago

Job description

Responsibilities

Premium Financing Support

Handle the premium financing arrangements from identifying bank partners, developing the workflow, to the day-to-day case management activities
Handle premium financing enquires from distribution channels
Perform internalernance control and prepare sales tracking reports

ULB & HNW Strategy Support

Support the development of sales & marketing strategies to achieve growth in both market share and financial performance for HNW & Unit-Linked businesses (ULB)

Work with sales teams to develop sales tools and channel forecasts to achieve targets in ANP, case count, producer count and other KPIs determined from time to time

Perform in-depth analysis to generate business insights that help formulate sales strategies

Support ULB and other proposition development projects and the development of business case

Deliver tracking reports that leads to action to achieve sales target, providing timely information for sales teams to support their business development

Perform any other duties and projects as assigned

Minimum Job Requirements :

University graduate plus 3-4 years ' experience in HNW and / or ULB

Solid experience in managing premium financing cases and workflow

Strong capabilities in performing data analysis and generating business insights

Excellent organizational andmunication skills

Sound knowledge on insurance products, wealth management solutions and the HNW segment

Ability to work under pressure on multiple priorities

You are required to obtain relevant licence(s) if your job involves regulated activities

Build a career with us as we help our customers and themunity live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and oue of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Job ID JR-53676

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Wealth Management • Hong Kong