工作類別: Full Time Permanent
職責: Distribution

• Strengthen the broker channel and develop new distribution channels (other than agency), which fit into the Company’s context and align with strategies
• Develop and execute business strategies to drive sales in different broker segments  including IFA, local brokers, MCV brokers and HNW brokers
• Develop strong relationship with target brokers and business partners, familiar with the business model and target customer groups, strategize and formulate solutions for the brokers and business partners
• Leverage on the assigned broker relationships and local network to acquire new brokers and deepening relationships with existing brokers, and actively seek for opportunities to promote the Company’s brand and wealth solutions
• Provide first class training and services to the sales channels, and monitor the sales performance
• Collaborate with Customer and Marketing function to formulate campaigns to boost sales performance and optimize the sales budget to achieve the company objectives and sales targets
• Gather market intelligence and contribute to the overall product, sales and technology strategies of the Company
• Participate in the development and implementation of initiatives related to the product and sales propositions, systems and procedures requirements for the Distribution Department
• Any other ad-hoc projects as assigned

• Communicate with different product owners and business users to collect user requirements for new project initiatives implementation, plan and conduct UAT, arrange training for frontline, and support daily operations and enquiries.
• Provide support on procedural design, user requirements, and functional requirement for system enhancements related to life insurance products.
• Design, provide estimation, implement and support in the new product design/campaign, operational design and system applicability.
• Able to work with external vendors effectively to implement and maintain various IT solutions and projects for business operation.
• Prepares documentation including business specification, technical specification, quality assurance process and user manual. Perform analysis and work out project prioritization which agree with business and IT team.
• Prepare SIT / UAT test plan and manage test execution and documentation to ensure completeness and traceability.
• Handle system incidents and troubleshoot system errors.
• Coordinate with IT and user team on system deployment arrangement.
• Ad-hoc duties as assigned.

• University degree or equivalent in Business, Finance, Economics or related disciplines
• Successfully passed the IIQE paper 1, 3, and 5 to become licensed individual insurance agent
• At least 3-6 years proven business development and sales experience in wealth management, investment, banking, or insurance industry
• Experience in new market development is a definite advantage
• Well-developed network in the market and with proven ability to develop new, strong and meaningful working relationships with business partners and colleagues.
• Detailed understanding of the legislative and regulatory regime
• Self-managed, motivated, ambitious, strategic mindset and able to build plans from scratch
• Good command in both written and spoken English and Chinese, knowledge of Mandarin is a plus

• Highly self-motivated and achievement driven
• Stakeholder management
• Analytical skills
• Business acumen
• Problem-solving attitude
• Sense of ownership
• Delivering results

Chief Distribution Officer

We offer attractive salaries and excellent benefits.  

We value and promote diversity and equal opportunities in all aspects of our business. All resourcing will be carried out in line with our Company diversity policy.  

Any personal data we collect will only be used for recruitment purposes. We keep all applications confidentially on file for two years.

FAQ

Email our recruitment team