AVP, Insurance Advisory Engagement & Insurance Solutions
Core
Strategic partner bridging product manufacturing, insurance partners, and frontline sales distribution to drive insurance penetration and portfolio growth in Hong Kong.
Role type
Senior IC insurance advisory product specialist
Builds
Insurance product campaigns, joint solutions, and seller enablement programs for retail banking and wealth management clients
Domain
Financial services, Insurance, Wealth Management
Deliverable
product features
Required skills
Insurance product management, sales enablement, campaign lifecycle management, client segmentation, regulatory compliance, cross-functional collaboration, data analytics, change management, stakeholder management
Preferred skills
Experience in Hong Kong market, knowledge of HKMA/IA regulations, digital banking integration
Technologies
Digital Banking platforms, EDMs, CRM systems
Responsibilities
Design and execute client insurance campaigns, manage frontline seller motivation and recognition programs, collaborate with insurance partners on joint solutions, ensure regulatory compliance and audit readiness, analyze campaign performance metrics
Seniority
Senior, hands-on IC