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Life & Wealth Management Business Development, Consultant (Manager for HNW Business)

Life & Wealth Management Business Development, Consultant (Manager for HNW Business)

AIA International Limited.Hong Kong
16 天前
职位描述

Responsibilities

  • Drive and execute business strategies & proposition for HNW business to promote HNW Ecosystem services and support to achieve the production targets.
  • Proactively engage financial planners on HNW products and Ecosystem of Value-Added-Services (VAS), including legacy planning and Premium Financing, through district visits, online / in-person training and one-on-one relationship building.
  • Take the initiative to drive and form apetitive edge bank partner ecosystem and liaise with existing and new bank partners on revising bank loan terms and adding new AIA products on their premium financing product lists
  • Implement HNW campaigns and other activities to boost sales activities and no. of active financial planners, including but not limited to organizing seminars, forum, district-based training / activity.
  • Work closely with L&WM Strategy team to build a holistic financial planning solution strategy, by engaging with EY, Trust, Legal, Wealth Advisors & Case Management to provide one-stop wealth planning services for HNW customers
  • Build strong rapport and influence with channel partners to solicit support on various sales initiatives.
  • Ensure strict adherence to internalplianceernance guidelines and market regulations.

Minimum Job Requirements :

  • University / college graduate plus 6-8 years relevant experience
  • Solid sales experience of insurance products includes unit linked plans and universal life plans preferable with proven track records
  • Strongmunications skills with fluent Cantonese and Mandarin
  • Appropriate professional insurance qualifications and licenses
  • Good analytical and problem-solving skills
  • Require to obtain relevant license if the job involves in regulated activities.

    • Others :

  • You are preferred to obtain the license of Insurance Authority (IA) (Paper 1,3 and 5) or any licenses if your job invgftrolves regulated activities
  • Candidate with more experience will be considered as the role of Consultant / Specialist

    • 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-57243

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    Management Management • Hong Kong