Total 2 job vacancies by Aia International Wealth Private Limited

In this role, the Business Development Manager will be responsible for bridging strategic partnerships, and business development, with a focus on financial institutions and offshore AIA business units (BU).

It involves leading cross-functional teams, building strong relationships with bank partners, cross-jurisdiction internal stakeholders, and ensuring effective sales and marketing strategies

Key Responsibilities:

1. Business Development & Partnerships

• Develop, formulate, and deliver sales and distribution strategies focused on Financial Institutions and offshore AIA BU segments.
• Build and strengthen relationships with offshore AIA BU stakeholders, bank management, branch personnel, and introducers to drive top funnel leads, sales growth and profitability.
• Identify new business opportunities across distribution channels and geographical markets.
• Grow bank partners businesses, ensuring the achievement of VoNB (Value of New Business) targets within budget.

2. Strategic Initiatives & Project Management

• Oversee the planning, execution, and completion of strategic projects (including offshore AIA BU collaboration) that align with AIA IW’s growth objectives.
• Define project scope, objectives and deliverables in collaboration with cross-functional teams. (e.g. AIA BU workstreams, steerco and governance forums)
• Manage project resources, budgets, risk mitigation, and performance tracking
• Monitor and evaluate project outcomes, recommending adjustments to ensure objectives are met.
• Coordinate requirements and priorities across internal, external and offshore functions for holistic project implementation.

3. Sales & Marketing Oversight

• Design and develop marketing strategies, sales training & product rollouts tailored to partner banks and offshore AIA BU HNW clients.
• Ensure proper alignment between AIA IW’s product offerings, partner banks’ and offshore AIA BUs’ goals.
• Track and analyse feedback from marketing campaigns, recommending improvements for future initiatives.

4. Governance & Compliance

• Ensure adherence to compliance, regulatory, and offshore conduct guidelines in business development and sales advisory activities.
• Manage risk mitigation processes and ensure team compliance with CPD training and licensing requirements.
  

Key Requirements

• Bachelor’s Degree in Business Management, Banking & Finance, or other related field
• Minimum 8 to 10 years in sales, partnerships, or business development in insurance or banking industry
• Demonstrated success in acquiring and managing regional strategic partnerships
• Strong capability in partnership acquisition, negotiation and relationship management skills
• In-depth knowledge of HNW and retail insurance products
• Strong business acumen with an understanding of market trends, competition and industry dynamics advantageous
• Proven strategic project management, problem-solving and execution skills
• Excellent presentation, communication and stakeholder-influencing skills; including at senior management and executive levels
• CLI, ILP, IFA qualifications or equivalent (e.g. M5, M9, HI)
• Fluency in other Asian languages advantageous due to different market coverage

As a Wealth Management Consultant, you will perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development.

This is a salaried position with sales incentive and employee benefits.

Responsibilities:

• Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
• Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle. 
• Ensure seamless customer experience from client application, medical to policy inception
• Attend to servicing queries from clients and be the first point of contact for any customer complaints
• Manage own portfolio of clients by 1) Providing financial advice based on clients’ financial and protection needs, 2) Providing recommendation to clients on wealth accumulation and legacy planning, 3) Delivering a high level of professional customer service to customers
• Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.
• Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.

Requirements:

• Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher
• Minimum 5 years of relevant experience with demonstrated track record of sales achievement
• Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
• Results-driven, professional, passionate for growth
• Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
• Experience with HNW case management
• Knowledge of estate planning, trust services will be added benefit