Business Planning, AIA-BEA Partnership, Principal

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

AIA Hong Kong and Macau is seeking an experienced leader to deliver customer-focused outcomes by embedding a customer-first mindset and end-to-end ownership across teams. You will drive planning, budgeting and partnerships while coordinating with marketing, product, and operations to advance business goals.

The role requires a university degree and 8+ years of relevant experience, including at least 2 years in people management, with strong English and Chinese communication.

Qualifications

• University graduate with at least 8 years’ of relevant experience including at least 2 years in people management.
• Experience in business planning and reporting is a must.
• With Insurance Intermediaries Qualification Papers 1, 3 & 5 license preferred.
• Good spoken English and Chinese.
• Good communication and inter-personal skills.
• Literacy in PC.
• Self-motivated and able to work under pressure.

Responsibilities

• Support business planning process through projecting sales inflow and tracking metrics.
• Coordinate partnerships and meetings; prepare materials and follow up actions.
• Estimate and control departmental budget; assist in annual strategic planning.
• Build and maintain relationships with bank partner counterparts.
• Collaborate with marketing, product, operations, and digital teams on initiatives.
• Review workflows to uplift service level and efficiency.
• Consolidate notes and manage related information library.
• Assist direct manager on ad-hoc assignments or projects.

Skills

Business planning

Reporting

People management

Communication

English/Chinese bilingual

Education

University degree

Job description

Create connections that move people and business forward.

At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.

Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

About The Role

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Roles And Responsibilities

• Support business planning process through projecting sales inflow, tracking sales metrics progress, providing input on data analytical and business update.
• Responsible for coordinating partnerships/ business meetings and meeting material, facilitate meetings and follow up on post meeting actions.
• Estimate and control departmental budget and expense, support and involve in annual strategic budget planning process
• Build good relationship and maintain effective working relationship with bank partner counterparts
• Actively participate and work closely with internal teams (marketing/ product/ operations/ digital) to work on and drive related initiatives to meet the needs of the business
• Continuously review workflow to streamline and shorten TAT in order to uplift service level and efficiency
• Consolidate important notes/information and manage the related library
• Support and assist direct manager on ad-hoc assignments or projects

Minimum Job Requirements

• University graduate with at least 8 years’ of relevant experience including at least 2 years in people management
• Experience in business planning and reporting is a must
• With Insurance Intermediaries Qualification Papers 1, 3 & 5 license preferred.
• Good spoken English and Chinese
• Good communication and inter-personal skills
• Literacy in PC
• Self-motivated and able to work under pressure

Others

• You are required to obtain the relevant license(s) if your job involves regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.