AD, Distribution Management & Marketing (Banca & Broker)

Channel Marketing & Proposition Development Deliver end-to-end marketing and distribution support for partnership channels, including banks, brokerages, independent financial advisers (retail and high-net-worth segments), and strategic partners. Prior sales or marketing experience in the brokerage/IFA space is highly advantageous. Design and execute integrated online-to-offline (O2O) strategies to attract partner customers and prospects to digital platforms, driving product penetration, customer

Morgan McKinley - Hong Kong - Full time

Salary: HK$101k -120k pm

Channel Marketing & Proposition Development
  • Deliver end-to-end marketing and distribution support for partnership channels, including banks, brokerages, independent financial advisers (retail and high-net-worth segments), and strategic partners. Prior sales or marketing experience in the brokerage/IFA space is highly advantageous.
  • Design and execute integrated online-to-offline (O2O) strategies to attract partner customers and prospects to digital platforms, driving product penetration, customer engagement, and overall channel productivity.
  • Utilize customer touchpoints across partner and proprietary digital ecosystems to deliver data-driven, behavior-triggered communications that stimulate purchase intent.
  • Continuously measure, analyze, and optimize marketing campaigns to maximize traffic, engagement, lead generation, and conversion.
  • Plan, manage, and monitor marketing budgets to ensure optimal resource allocation and ROI.
Channel Engagement & Sales Support
  • Develop and roll out sales promotion programs, incentives, and events for partners and their clients to support achievement of channel sales targets.
  • Evaluate the performance of tactical campaigns, derive actionable insights, and provide strategic recommendations to enhance business growth.
  • Act as the key liaison to ensure partnership channel needs and feedback are clearly communicated to internal teams and external stakeholders.
  • Maintain proactive, transparent communication with partners on product updates, initiatives, and organizational changes that impact the partnership.
People & Project Leadership
  • Mentor and guide team members while fostering strong collaboration across partnership distribution and other internal functions to deliver high-quality outcomes on time.
  • Oversee team deliverables, timelines, and performance to meet business objectives.
  • Undertake additional responsibilities and projects as assigned by senior management to support broader organizational goals.
Requirements
  • University degree with at least 10 years of relevant experience in channel/partnership marketing within insurance or financial services.
  • Proven track record in partnership distribution or brokerage/IFA marketing is essential.
  • Creative and strategic thinker with a strong customer-centric mindset.
  • Excellent command of written and spoken English and Chinese (Cantonese and/or Mandarin).
  • Outstanding communication, presentation, and interpersonal skills.
  • Solid knowledge of insurance/investment products.
  • Strong project management, financial analysis, and budget management capabilities.
  • Demonstrated ability to manage multiple timelines and priorities effectively.


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