Wealth Management & Life Strategy Senior Manager

Responsibilities: Lead the creation and execution of proposition strategies to drive growth and enhance financial performance within the Life & Wealth Management portfolio, with a particular focus on HNW and ULB. Spearhead the introduction of value-added services to enrich the HNW and ULB ecosystems, elevating the customer experience. Develop and execute sales tools, contests, promotions, and communication initiatives for distribution channels; track and analyze outcomes to meet key performance

Morgan McKinley - Hong Kong - Full time

Salary: HK$101k -120k pm

Responsibilities:
  • Lead the creation and execution of proposition strategies to drive growth and enhance financial performance within the Life & Wealth Management portfolio, with a particular focus on HNW and ULB.
  • Spearhead the introduction of value-added services to enrich the HNW and ULB ecosystems, elevating the customer experience.
  • Develop and execute sales tools, contests, promotions, and communication initiatives for distribution channels; track and analyze outcomes to meet key performance indicators (e.g., ANP, case count, producer count).
  • Consolidate market intelligence, sales feedback, and data insights to shape actionable strategies and drive performance improvements.
  • Design and implement upskilling initiatives such as events, seminars, and sales communication materials to enhance the knowledge and skills of financial planners and intermediary partners.
  • Serve as the primary liaison with relevant LUSEBs and preparing relevant documents.
  • Organize and support wealth management and marketing events targeting both sales channels and customers.
  • Assist in the creation and management of internal and external marketing collateral.
Requirements:
  • Degree holder with a minimum of 10 years of experience in sales strategy planning/ consultancy is highly preferred.
  • Proven expertise in channel marketing and communication with sales intermediaries.
  • Strong knowledge of insurance products and wealth management solutions.
  • Demonstrated communication excellence and project management skills.
  • Customer-focused, with exceptional interpersonal and problem-solving abilities.
  • Self-driven and able to perform effectively under pressure.
  • Proficiency in English and Chinese (Cantonese and Putonghua) is essential.
  • Holder of professional qualifications (e.g., CPA, STEP, CTP, IA Paper 1 & 3) will be an advantage.
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22512631

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