Bancassurance Growth & Acquisition Lead

IPS Group; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

IPS Group in Hong Kong seeks an experienced Bancassurance Strategy Lead to own growth strategy, lead acquisition and development pipelines, and drive conversions across bancassurance channels.

You will translate business goals into actionable channel plans, collaborate with bank units, manage performance with CRM tools, and ensure compliance while optimizing policy issuance and after-sales support.

Qualifications

• 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.

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.

Skills

Channel strategy

Stakeholder management

Analytical skills

Education

Bachelor’s degree or above in Business, Finance, Economics, or related disciplines

Job description

IPS Group in Hong Kong seeks an experienced Bancassurance Strategy Lead to own growth strategy, lead acquisition and development pipelines, and drive conversions across bancassurance channels.

You will translate business goals into actionable channel plans, collaborate with bank units, manage performance with CRM tools, and ensure compliance while optimizing policy issuance and after-sales support.