Bancassurance Acquisition & Strategy Manager

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive package

Good working environment

Job summary

Leadingnation is seeking a senior bancassurance strategist in Hong Kong to own growth strategy, lead acquisition, and pipeline development. You will design segmentation and enablement plans, coordinate with bank units, and ensure compliant sales processes.

You will leverage CRM and reporting tools to measure performance, optimize campaigns, and drive deal flow with internal stakeholders. Fluency in Cantonese, English, and Mandarin is required.

Qualifications

• 8+ years in bancassurance / insurance distribution / sales strategy / business development.
• Ability to build strategy and drive execution at channel level.
• Strong analytical skills and metrics/reporting experience.
• Strong understanding of insurance distribution, sales processes, and customer segmentation.
• Stakeholder management with bank relationship teams.
• Compliance and governance awareness.
• Fluent in Cantonese, English, and Mandarin.

Responsibilities

• Own bancassurance growth strategy with lead acquisition, pipeline development, and conversion.
• Design customer/channel segmentation strategy for targeted acquisition.
• Translate business goals into actionable channel plans and sales enablement initiatives.
• Manage performance measurement using CRM/sales reporting tools; provide insights.
• Evaluate campaign effectiveness and optimize outreach strategy based on data.
• Develop strategic partnerships with key bank units to enhance deal flow and relationship stickiness.
• Coordinate product positioning and sales materials with internal stakeholders to improve adoption.
• Ensure processes meet compliance requirements for sales and client servicing.
• Collaborate with operations/servicing teams to reduce friction in policy issuance and after-sales support.

Skills

Bancassurance

Sales strategy

Business development

Channel strategy

Analytical skills

CRM & reporting

Stakeholder management

Education

Bachelor's degree or above

Job description

• Competitive package and benefits
• Good working and friendly environment
• Less experience will be consider as an Assistant Manager

Job Responsibilities:

• Own bancassurance growth strategy with a focus on lead acquisition, pipeline development, and conversion.
• Design customer/channel segmentation strategy for targeted acquisition (e.g., HNW/affluent segments if applicable).
• Translate business goals into actionable channel plans and sales enablement initiatives.
• Manage performance measurement using CRM/sales reporting tools; provide insights and recommendations.
• Evaluate campaign effectiveness and optimize outreach strategy based on data and feedback.
• Develop strategic partnerships with key bank units to enhance deal flow and relationship stickiness.
• Coordinate product positioning and sales materials with internal stakeholders to improve adoption.
• Ensure processes meet compliance requirements for sales and client servicing.
• Collaborate with operations/servicing teams to reduce friction in policy issuance and after-sales support.

Job Requirements:

• Bachelor’s degree or above in Business, Finance, Economics, or related disciplines.
• 8+ years in bancassurance / insurance distribution / sales strategy / business development.
• Demonstrated ability to build strategy and drive execution at channel level.
• Strong analytical skills and experience with metrics, reporting, and continuous improvement.
• Strong understanding of insurance distribution, sales processes, and customer segmentation.
• Stakeholder management experience with bank relationship teams and management.
• Compliance and governance awareness.
• Language capability: fluent in Cantonese, English, and Mandarin (or specify).