Senior Bancassurance Partnerships Lead

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

Job summary

Prudential Hong Kong seeks an experienced sales leader to drive Bancassurance partnerships with SCB and manage key segments from Private banking to SME. The role focuses on planning, coaching, and delivering sales and quality KPIs in alignment with regulatory standards.

You will build strong relationships with SCB stakeholders and lead cross-functional collaboration to achieve revenue targets and sales excellence across assigned regions.

Qualifications

• University degree in Finance/Marketing preferred.
• Minimum 10 years of experience in insurance or banking, with at least 5 in supervision.
• Experience in Bancassurance or Partnership Sales is preferred.
• Experience in insurance selling and training/coaching.

Responsibilities

• Manage the assigned segment and develop core competencies to deliver results with SCB and sales management.
• Conduct field coaching/workshops for BDM and SCB sales staff on selling techniques and underwriting.
• Participate in pre-sales case studies with SCB sales for complex deals.
• Support underwriting to drive sales momentum and case issuance.
• Analyze sales performance to provide strategic recommendations.
• Build influential relationships with SCB sales management and internal stakeholders.
• Enhance collaboration between BDM and ISTM teams and define responsibilities.

Skills

Business acumen

Strategic thinking

Stakeholder management

Communication

Presentation

Problem-solving

Education

University degree in Finance/Marketing

Tools

Word

Excel

PowerPoint

Job description

Prudential Hong Kong seeks an experienced sales leader to drive Bancassurance partnerships with SCB and manage key segments from Private banking to SME. The role focuses on planning, coaching, and delivering sales and quality KPIs in alignment with regulatory standards.

You will build strong relationships with SCB stakeholders and lead cross-functional collaboration to achieve revenue targets and sales excellence across assigned regions.