Senior Manager, Bancassurance & HNW

YF Life; Hong Kong; Presencial; HKD 900 000 - 1 300 000; Tempo integral

Resumo da oferta

YF Life is seeking a Senior Manager for Bancassurance & HNW to drive strategic growth across Bancassurance and High-Net-Worth segments. You will shape business plans, monitor performance, and deepen bank-partner relationships to maximize market share and distribution productivity.

The role requires deep knowledge of life insurance products, regulatory compliance, and the ability to lead execution-driven initiatives across product, underwriting, and distribution teams.

Qualificações

• Bachelor's degree or above in Business, Finance, Insurance, or Management.
• 10+ years of relevant working experience in bancassurance strategy or business planning.
• Knowledge of life insurance products and regulatory compliance.
• Strong execution-driven project management capabilities and ability to meet deadlines.
• Excellent communication in English and Chinese; willingness to travel occasionally to Macau.

Responsabilidades

• Translate strategic objectives into execution-oriented initiatives (planning, budgets, forecasting, growth).
• Draft and refine comprehensive business plans with segment scope, volume targets, and commercial value.
• Drive workstreams for partnership optimization and HNW propositions; coordinate cross-functional teams to align requirements and channels.
• Facilitate performance reviews, highlighting risks and roadblocks to senior leadership.
• Ensure product suites match market requirements and comply with Hong Kong insurance regulations.

Conhecimentos

Bancassurance strategy

Business planning

Financial forecasting

Channel partnerships

Performance dashboards

Cross-functional coordination

Stakeholder communication

English and Chinese

Formação académica

Bachelor's degree or above in Business/Finance/Insurance/Management

Ferramentas

Microsoft Office

Descrição da oferta de emprego

The Senior Manager, Bancassurance & HNW will play a pivotal role in driving the strategic growth, business planning, and performance management of the Bancassurance and High-Net-Worth (HNW) segments. This role is responsible for formulating business strategies, monitoring commercial performance, deepening bank partner relationships, and developing competitive HNW wealth and protection propositions to maximize market share and channel productivity.

Responsibilities:

• Work with business stakeholders and channel partners to translate strategic objectives into execution-oriented initiatives (covering business planning, annual budgets, financial forecasting, and sales growth enablement).
• Participate in drafting comprehensive business plans; assist in defining segment scope, volume forecasting, financial targets, and expected commercial value for regional partnership growth.
• Drive workstreams for partnership optimization and HNW value propositions while managing end-to-end sales process enablement. Coordinate cross-functional teams (Product, Underwriting, Distribution) to align requirements and optimize distribution channels.
• Facilitate cross-team conflict resolution between commercial targets and operational constraints, conducting regular performance syncs with senior leadership to elevate business risks and execution roadblocks timely.
• Partner closely with Distribution and Sales leads to ensure product suites match market requirements and Hong Kong insurance operational compliance regulations.
• Support building strategic governance mechanisms and performance control frameworks, focusing on partner productivity, product mix alignment, and HNW proposition compatibility.
• Build performance dashboards for business metrics, while defining and tracking commercial & operational KPIs (e.g., APE/ANP, NOP, average case size, channel momentum, and partner-driven revenue growth).

Requirements:

• Bachelor's degree or above; a background in Business, Finance, Insurance, or Management is preferred.
• 10+ years of relevant working experience, with a proven track record in bancassurance strategy or business planning within medium to large-size insurance companies or banks.
• Practical working knowledge of life insurance products and compliance requirements, combined with strong pressure resilience, tight deadline management, and the ability to articulate well with both internal cross-functional teams and external bank partners.
• Strong strategic thinking and business acumen backed by execution-driven project management capabilities, demonstrating high reliability, strong attention to details, and a deep sense of responsibility toward business outcome delivery.
• Proficient communication skills in English and Chinese (including Putonghua and Cantonese) alongside strong Microsoft Office skills, with the flexibility to accommodate occasional business travel to Macau based on partnership needs.