HNW / Affluent Proposition Manager

Captar Partners Limited; Hong Kong; On-site; HKD 700,000 - 950,000; Full time

Job summary

Captar Partners Limited in Hong Kong seeks a HNW / Affluent Proposition Manager to shape premium client offers and drive growth. You will lead affluent value propositions, deepen relationships, and manage loyalty programmes with curated wealth-related experiences.

You’ll collaborate with product, distribution and marketing teams, leverage insights to spot trends, and steward external partners to deliver impactful engagements for senior clients.

Qualifications

• 8+ years in insurance marketing, proposition, business development or sales/distribution.
• Experience owning or contributing to HNW/UHNW proposition or loyalty work.
• Excellent stakeholder and partner communication and alignment skills.
• Fluent in English and Chinese (Cantonese and Putonghua).
• Comfortable with life insurance products and how HNW clients buy and use them.

Responsibilities

• Shape and refine affluent/HNW value propositions to deepen relationships and drive growth.
• Build and run loyalty and privilege programmes with wealth-related offers and experiences.
• Source and manage external ecosystem partners and turn partnerships into engagement opportunities.
• Collaborate with product, distribution, and marketing teams (and agencies) from concept to delivery.
• Use market and customer insights to identify HNW trends and propose practical upgrades.
• Track programme health (engagement, KPIs, ROI) and report updates to leadership.
• Maintain governance around partner and event operations and other projects.

Skills

Stakeholder management

Partnership development

Market research

Digital marketing tools

Bilingual English/Chinese

Education

Degree in business or marketing

Tools

Microsoft Office

Job description

HNW / Affluent Proposition Manager

Our client is a well-established life insurer in Hong Kong looking for a HNW / Affluent Proposition Manager. Candidates with 8+ years in insurance marketing, proposition, business development, or sales / distribution who enjoy shaping high-net-worth customer offers are encouraged to apply.

Job Highlights

• Affluent segment proposition & loyalty
• Partnership & stakeholder management
• Research-backed programme delivery

Responsibilities

• Shape and refine affluent / HNW value propositions so they deepen relationships, lift engagement across the customer journey, and support commercial growth
• Build and run loyalty and privilege programmes, including curated wealth-related offers, services and experiences that feel distinctive to this segment
• Source and manage external ecosystem partners; turn partnerships into tangible engagement opportunities for customers
• Partner with product, distribution and marketing teams (and agencies where needed) to roll out communications, benefits and exclusive events from concept through delivery
• Use market and customer insight to spot HNW trends and gaps, then recommend practical upgrades to the proposition suite
• Track programme health - engagement, KPIs, spend and ROI - and package findings into clear updates and proposals for leadership
• Keep day-to-day governance tidy: partner and event operations, performance reviews, and other projects as the team requires

Requirements

• Degree in business, marketing or a related field
• Minimum 8 years' relevant experience with meaningful time in the insurance industry; backgrounds in sales / distribution channels, BD, customer experience or HNW coverage are all welcome
• Comfortable with life insurance products and how HNW clients buy and use them; able to turn product features into compelling client-facing propositions
• Evidence of owning or contributing to HNW / UHNW proposition or loyalty work, not only campaign execution
• Strong at senior stakeholder and partner conversations - clear, commercial, and able to align cross-functional teams
• Organised under pace; familiar with common digital marketing tools and Microsoft Office
• Fluent in written and spoken English and Chinese (Cantonese and Putonghua)