Senior Manager, Market Intelligence, Solutions and Product Communications

• This is an individual contributor role who will focus on both individual and corporate insurance business.
• Drive product mix promotion to the field forces by revamping and providing all products materials/new sales tools or new service sales support; delivering ILAS, HNW and L&H client seminars, product trainings, HNW case management and client meeting. By doing so, we aim to achieve the optimal product mix under the RBC framework for a favorable financial KPIs, sustainable agency growth and tailored product solutions for our target client segments.
• This job duty frequently includes giving valuable education and advice to channels & clients. The ability to approach ever changing situation proactively is beneficial because it can complete tasks more quickly and prioritize client needs with ability to transform complicated concepts into simple stories and presentations for motivating the distribution channels and gain their buy-in.
• Manage the HNW clients in investment, financial planning and providing portfolio advice. Additionally, this role will execute and manage the new partnership, client onboarding process and case submission and participate in client meeting (if required).
• Drive the execution of ILAS & HNW product strategy to channels through various new product promotion activities such as conducting district visits roadshow, providing product solutions for different client segments and developing product newsletter/sales tool/sales stories app for enhancing the client experience.
• Beef up and develop ILAS and market overview newsletter; share regular market update to channels; develop HNW product sales materials and provide promotional support to all channels.
• Drive SLHK HNW & Family Office Added Value Services strategy by providing comprehensive wealth management advice to channels and clients; design tailor-made financial planning of family office alike one stop service packages for channels, build portfolios while maximizing their interest through a range of HNW insurance and ILAS products. He/She will be dedicated to develop and expand existing network with channels & communicate and work with legal counsel and Tax/Trust advisers, private bankers, medical enterprises, Immigration advisors for implementing wealth transfer strategies, tax planning, asset & health protection solutions.

• At least over 15 years relevant wealth and investment management in HNW insurance industry experience, with 3 years in management experience is preferred.
• SFC & ILAS licensed, Trust practitioner is preferred.
• Ability to transform complicated concepts into simple stories and presentations for motivating the distribution channels and gain their buy-in with the experience in frequently includes giving valuable education and advice to channels & clients. The ability to approach ever changing situation proactively is beneficial because it can complete tasks more quickly and prioritize client needs.
• The ability to prioritize and address channels & clients' needs as it usually contributes to the quality of the client relationships.
• Proficient in use of computer software (including power point, excel and words) with Multi-task

Sun Life Financial