This role is within the Wealth Management and Insurance Department. We also welcome candidates with less experience to apply for the Assistant Manager position if they have a strong passion and a willingness to learn.

Job Responsibilities

• Conduct thorough evaluations of insurance partners and products through due diligence processes.
• Manage relationships with insurance partners to meet partnership sales targets using Digital and Online-to-Offline distribution models.
• Develop and execute marketing campaigns and initiatives for life and general insurance products aimed at customers.
• Organize online and offline marketing campaigns, including events and seminars, and create content for marketing materials and the company website.
• Evaluate all marketing campaigns to ensure they comply with regulatory and compliance requirements.
• Performance Monitoring: Supply management with regular reports on partnership and product performance, and track and collect comprehensive funnel data analytics for data-driven insights.
• Assist in identifying and gathering business and user requirements for new product launches.
• Prepare user test cases, carry out evaluations after launch, and address any production issues in collaboration with stakeholders.
• Conduct research to stay updated on the competitive landscape and identify new business opportunities for product innovation.
• Collaborate closely with internal stakeholders to manage project timelines and deliverables.
• Ensure adherence to policies, standards, and regulatory requirements.
• Assist with ad-hoc tasks based on business needs.

Job Requirements

• A preferred university degree or higher
• Over 3 years of experience in the banking or insurance industry
• Experience in product management or business analysis is an advantage
• Knowledge of insurance is preferred
• A strong willingness to learn and adapt in a dynamic environment with tight deadlines
• Excellent analytical and problem-solving abilities
• Strong written and verbal communication, organizational, and interpersonal skills
• A good sense of risk awareness
• Ability to solve problems effectively and adapt to changes
• Proficient in spoken communication in Cantonese, Mandarin, and English.