HNW Distribution Development Manager

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Supply Chain & LogisticsEducation: bachelorsSkills: ["Communication","Negotiation","Interpersonal skills","Analytical skills","Problem-solving"]

Lead the development and management of a high-net-worth distribution pipeline, partnering with Product, Underwriting, Case Management, Compliance, and Business Risk Control to ensure timely submissions and effective implementation. Drive sales targets with stakeholders, maintain governance and quality standards, and produce regular performance and marketing intelligence reports. Collaborate with internal and external partners to launch new products and customer privileges/services/events while building strategic partnerships.

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FursaFursa
HSBC
HSBC
1 month ago

HNW Distribution Development Manager

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead the development and management of a high-net-worth distribution pipeline, partnering with Product, Underwriting, Case Management, Compliance, and Business Risk Control to ensure timely submissions and effective implementation. Drive sales targets with stakeholders, maintain governance and quality standards, and produce regular performance and marketing intelligence reports. Collaborate with internal and external partners to launch new products and customer privileges/services/events while building strategic partnerships.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Manager level

Key Responsibilities

  • •Work with Product, Underwriting, Case Management, Compliance, and Business Risk Control teams on pipeline management.
  • •Ensure end-to-end pipeline business from high-net-worth channels is promptly submitted and effected.
  • •Ensure compliance with governance frameworks, regulations, procedures, practices, and quality standards.
  • •Support business channels to achieve sales targets by working closely with stakeholders.
  • •Prepare regular reports and collaborate with internal/external partners to launch new products and customer privileges/services/events/enablers.

Key Requirements

  • •Bachelor's degree in Business, Marketing, Finance, or a related field.
  • •Solid experience and understanding of life insurance products, market trends, and regulatory requirements.
  • •Relevant experience in the life insurance industry, preferably HNW distribution and/or case management.
  • •Insurance related license required, including completion of Insurance Intermediaries Qualifying Examination Long Term Business, and to comply with CPD requirements.
  • •Proven track record of achieving business growth and developing strategic partnerships.
Experience:Life insuranceHNW distributionCase managementInsuranceFinancial services
Education:Bachelor's in Business, Marketing, Finance
Skills:CommunicationNegotiationInterpersonal skillsAnalytical skillsProblem-solving
Licenses:Insurance Intermediaries Qualifying Examination Long Term Business (including Principle & Practice of Insurance Examination and Long-Term Insurance Examination)

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn