AVP, Insurance Advisory & Campaigns — Frontline Growth (HK)

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

Citi in Hong Kong is seeking an AVP, Insurance Advisory Engagement & Insurance Solutions to bridge product manufacturing, partners and frontline sales across retail banking and wealth management. The role emphasizes frontline engagement, campaign leadership, and governance to grow insurance penetration.

The position requires 6+ years in insurance/retail banking, HK regulatory knowledge, and strong stakeholder collaboration skills, with a focus on delivering measurable outcomes for wealth clients.

Qualifications

• Bachelor's degree in business, finance, marketing, economics or a related field.
• 6+ years of experience in insurance, retail banking or wealth management in Hong Kong.
• Proven frontline distribution experience with RM/Insurance Specialists and Branch Managers.
• Hands-on campaign and project management experience, multi-stakeholder delivery.
• Strong knowledge of life insurance and legacy planning products in HK and regulatory environment.
• Excellent communication, presentation and analytical skills.

Responsibilities

• Act as strategic partner to capture frontline pulse and design seller enablement programs.
• Design, orchestrate, and execute high-impact client campaigns and joint insurance promotions.
• Collaborate with product managers and underwriters to translate complex concepts into sales tools and scripts.
• Drive adoption of new insurance products through roadshows, trainings and campaign kick-offs.
• Monitor campaign ROI, advisor participation, and performance updates for senior management.
• Ensure regulatory compliance and fair dealing across all advisory initiatives.

Skills

Frontline & Advisory Exposure

Campaign & Project Management

Market & Product Knowledge

Regulatory Acumen

Interpersonal & Communication Skills

Analytical & Problem-Solving

Education

Bachelor's degree in Business Administration, Finance, Marketing, Economics, or related discipline

Job description

Citi in Hong Kong is seeking an AVP, Insurance Advisory Engagement & Insurance Solutions to bridge product manufacturing, partners and frontline sales across retail banking and wealth management. The role emphasizes frontline engagement, campaign leadership, and governance to grow insurance penetration.

The position requires 6+ years in insurance/retail banking, HK regulatory knowledge, and strong stakeholder collaboration skills, with a focus on delivering measurable outcomes for wealth clients.