Senior Manager, Bancassurance & HNW

YF Life Insurance International Limited; Hong Kong; Presencial; HKD 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

YF Life Insurance International Ltd. is seeking a Senior Manager, Bancassurance & HNW to lead strategic growth, business planning, and performance for Bancassurance and High-Net-Worth segments in Hong Kong and Macau.

You will shape expert propositions, deepen bank partner relationships, and drive regional market leadership. The role requires 10+ years in bancassurance strategy or business planning with life insurance and strong execution-driven project management, alongside fluency in English

Formación

• 10+ years of relevant experience in bancassurance strategy or business planning within large insurers or banks.
• Practical knowledge of life insurance products and compliance requirements.
• Strong execution-driven project management capabilities and attention to detail.

Responsabilidades

• Translate strategic objectives into execution-oriented initiatives across planning, budgeting, forecasting, and sales enablement.
• Draft and define segment scope, targets, and value for regional partnership growth.
• Drive partnership optimization and develop HNW value propositions across distribution channels.
• Coordinate cross-functional teams (Product, Underwriting, Distribution) to align requirements and optimize channels.
• Monitor performance against commercial targets and operational constraints; report risks and blockers to senior leadership.
• Ensure product suites meet market requirements and comply with Hong Kong insurance regulations.

Conocimientos

Bancassurance strategy

Business planning

Project management

MS Office

Communication (EN/CN)

Educación

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

Descripción del empleo

YF Life Insurance International Ltd. is a premier life insurance and wealth management institution operating across Hong Kong and Macau. Backed by a powerful global shareholder alliance—including Yunfeng Financial Holdings Limited and MassMutual, a top-five US life insurance giant with a 170+ year legacy—and bolstered by a long-term strategic partnership with Barings LLC, we offer an institutional platform driven by superior global investment capabilities, an extensive network, and continuous fintech innovation. In alignment with our ongoing regional expansion and corporate strategic transformation, we now invite highly accomplished professionals to drive our next phase of market leadership.

Role Purpose:

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.

A competitive executive compensation package aligned with your experience and market benchmarks will be offered to the successful candidate. All personal data collected will be handled in strict confidence and used exclusively for recruitment purposes. Applicants not invited for an interview within 6 weeks may consider their applications unsuccessful, and all related records will be securely destroyed within 12 months.