Senior Manager, Bank Engagement, Strategic Planning, Insurance

Morgan McKinley

  • Hong Kong Island, Hong Kong
  • Permanent
  • Full-time
  • 17 days ago
About the companyA global insurance firm with a strong presence throughout the Asia region is seeking a visionary and strategic thinker, to play a key role in business planning, bank partnership coordination, and cross-functional collaboration, at Senior Manager level.About the roleThis role offers a unique blend of analytical work, stakeholder engagement, and operational efficiency; ideal for someone with strong insurance industry experience and a proactive mindset, to make a meaningful impact and grow within a high-performing environment.Responsibilities
  • Lead business planning by projecting sales inflow, tracking performance metrics, and providing analytical insights.
  • Coordinate and facilitate partnership meetings, including preparation of materials and follow-up on action items.
  • Manage departmental budgeting and support strategic financial planning processes.
  • Build and maintain strong working relationships with bank partners and internal teams.
  • Collaborate cross-functionally with marketing, product, operations, and digital teams to drive business initiatives.
  • Streamline workflows to improve turnaround time and enhance service efficiency.
  • Maintain a centralized library of key business information and support ad-hoc projects as assigned.
Requirements
  • Bachelor's degree with 10 years of relevant experience.
  • Knowledge in life insurance is an advantage.
  • Strong analytical skills and comfort working with data and metrics.
  • Proficient in Microsoft Excel, PowerPoint, and reporting tools.
  • Excellent communication and presentation skills in both English and Chinese.
  • High attention to detail and ability to produce accurate, high-quality work.
  • Self-driven, adaptable, and able to perform under pressure.

Morgan McKinley