You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job Responsibilities
Client Relationship Management: Responsible for driving business growth via Independent Financial Advisor (IFA) by establishing and maintaining strong collaborative relationships with IFA firms/advisors under broker company. Regular visits and communications to understand business needs and provide timely professional support and solutions.
Business Development and Support: Responsible for promoting sales and marketing of company products through IFA channels, assisting in the formulation and implementation of market expansion plans, and continuously tracking policy underwriting status to improve performance and market share.
Training and Empowerment: Provide professional trainings for IFAs, including product knowledge, sales techniques, and compliance requirements, to enhance overall business capabilities and service quality. Hold regular seminars or online training sessions for IFAs with mainland background.
Market Information Collection and Feedback: Collect and analyze market trends, competitor situations, and client feedback from IFA channels to offer recommendations for optimizing company products and services.
Compliance Management: Ensure the IFA business processes comply with company and regulatory requirements, assist advisors in solving compliance issues, and promote the construction of a compliance culture.
Project Management: Lead or participate in the planning, execution, and subsequent evaluation of projects related to the IFA channel, ensuring project objectives are met and processes are continuously optimized.
Job Requirements
Bachelor Degree holder or above, preferably in finance, insurance, marketing, or related fields.
At least 5-year relevant experiences in finance, insurance, wealth management, or related industries. Experience in IFA channel management and mainland background is preferred.
Familiar with financial products, insurance business, and relevant regulations. Experience in training and empowerment is preferred.
Excellent communication and coordination skills, project management ability, and market analysis skills.
Able to handle complex business scenarios independently.
Proficiency in English and Chinese (oral and written). Fluent in Mandarin is preferred.
Possess a spirit of teamwork, able to efficiently coordinate internal and external resources to drive business development
Proactive work attitude, able to complete tasks under pressure, with innovative mindset and sense of responsibility.
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate. We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Business Development - Non ActuarialPosting End Date:
05/06/2026