Senior Manager/ Associate Director, HNW Business Development
发布于 3 天前中层管理(经理/总监)
值不值得投
综合评分 73
A high-stakes, high-reward commercial leadership role in a mature financial sector, with strong development potential but demanding work demands.
从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。
薪资怎么样
60K
比业务拓展中位数高
发布情况
新岗位 · 2 天前发布
公司情况
这家公司招聘很活跃
73 个在招 · 其中业务拓展 2 个
市场机会
选择面较广
业务拓展 · 约 710 个在招
职位详情
关于这个职位
This is a senior-level business development role focused on driving High Net Worth (HNW) and Investment-Linked Assurance Scheme (ILAS) business within an agency channel at Manulife Hong Kong. You will act as a strategic advisor to agents and bank partners, support the end-to-end sales process, conduct training, and ensure operational excellence to achieve ambitious sales targets.
最低要求
Bachelor's degree in business, finance, marketing, education or equivalent
工作职责
Drive HNW & ILAS business in agency channel and achieve sales targets
优先资格
Strong executive communication skills (written/ verbal) and comfort presenting to agency events
AI 洞察
优缺点分析
优点
- 在跨国金融集团担任核心业务角色，接触前沿的财富管理市场和产品
- 职责多元，涵盖销售、培训、渠道管理和战略支持，能快速提升综合商业能力
- 拥有与银行等重要合作伙伴建立深度关系的机会，拓展高端人脉网络
- 公司提供清晰的全球职业发展路径和包容性工作环境
- 需要同时管理内部团队（代理人）和外部伙伴（银行），对协调和沟通能力要求极高
- HNW客户业务高度定制化，市场变化快，需持续学习更新产品知识和市场策略
- 适合具备多年保险销售或业务发展经验，善于建立人脉和激励团队，并渴望在知名金融机构的高价值客户业务领域承担更核心管理职责的专业人士
缺点 / 挑战
- 直接背负销售业绩指标，压力较大，需在复杂的多边关系中平衡各方期望
角色解读
- 专业深耕：成为HNW/ILAS领域的专家，并向区域销售负责人或产品策略专家方向发展
- 管理晋升：凭借出色的团队管理和渠道拓展业绩，晋升至部门总监或更高级别的管理职位
- 跨领域发展：利用积累的渠道和客户资源，向财富管理、市场营销或运营高级管理岗位转型
- 负责推动高净值(HNW)和投连险(ILAS)业务在代理渠道的销售，达成业绩目标
- 为银行合作伙伴和保险代理人提供销售支持、产品培训和专家建议，管理从接触到成交的全流程
- 作为公司与前线代理之间的桥梁，收集市场反馈，协调内部运营，优化业务流程
- 举办销售研讨会，进行绩效分析，确保销售渠道的信息传达高效一致
- 深厚的保险产品知识，特别是HNW和ILAS领域，并持有相关资格认证（如IIQE, FLMI, CFP）
- 出色的业务拓展、销售管理和客户关系维护能力，能够驱动并激励代理人团队
- 优秀的沟通和培训技巧，能够进行公开演讲、举办研讨会，并与合作伙伴、内部团队有效协作
- 流利使用粤语、英语和普通话，适应香港多元化的商业环境
申请策略
- 在求职信和面试中，着重展示你对宏利HNW业务战略的理解以及你将如何贡献
- 准备具体案例，说明你如何通过培训和激励提升代理人绩效，或如何成功开拓新的银行合作伙伴
- 突出至少5年的HNW或ILAS业务经验，以及具体的销售业绩和达成率
- 强调在培训、研讨会主持、与银行等渠道合作方面的成功案例和具体成果
- 清晰列出所有要求的资格认证（如IIQE Paper 1,3,5， FLMI， CFP）和语言能力
- 描述作为桥梁角色协调内部运营与外部渠道的具体项目和解决方案
- 系统复习和深化对复杂保险产品（如ILAS）的条款、优势和销售策略的理解
- 准备并演练一场针对高净值客户或代理人的简短产品或市场分析演讲
面试指南
- Use the STAR method (Situation, Task, Action, Result) to structure your answers for behavioral questions.
- For technical/product questions, demonstrate your deep knowledge of HNW products, market trends, and the regulatory environment (e.g., IIQE requirements).
- Showcase your strategic thinking by connecting your past actions to broader business objectives like market share growth or partner expansion.
- Describe your experience in developing and growing HNW/ILAS business within an agency channel. What were your key achievements?
- How do you approach training and motivating a team of insurance agents to sell complex products like ILAS?
- Can you give an example of how you built a productive relationship with a banking partner to drive business?
- How do you balance internal corporate priorities with the needs and feedback from the front-line agency force?
- Walk us through how you would analyze sales performance using MIS and conduct a workshop for agents.
职位点评
薪资福利
The compensation package for this senior role at a major financial institution is likely competitive in the Hong Kong market, offering a solid base and performance-driven earnings potential.
成长发展
The role offers significant development through direct ownership of business growth, leadership of channel partners, and exposure to a global financial services platform, with clear mentions of career growth support.
工作生活
The specified hybrid working arrangement offers some flexibility, but the demanding nature of driving sales and managing multiple stakeholders likely requires significant commitment and may involve irregular hours.
使命价值
While working in financial services for a major insurer, the JD emphasizes business growth and internal processes rather than a strong social mission or groundbreaking innovation.
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