Job ref no.: CT3116513-01#6701

Senior Manager or Associate Director of Wealth Management Business Development



Position Objectives:

Lead the sales team in driving the sales development of High Net Worth solution and Unit-Linked to achieve annual preset business targets in agency channel.


Sales and Channel Development (60%)

  • Map out and identify agency’s HNW business strategies and lead the implementation and deployment
  • Own the delivery of financial commitments and monitor to achieve the sales KPI of HNW agency business

Channel Engagement (20%)

  • Build out and constantly upgrade a stable and high performance agency force through engaging them to develop HNW business, enabling the premier agents with appropriate and practical training and coaching efforts

Strategic Partnership and Relationship Management (20%)

  • Manage relationships with external stakeholders (premium financing bank partners) and internal stakeholders (UW, Case Managers and Agency Development) to build dedicated infrastructure to provide one-line sales consultation and sales supports to agency


  • University / College graduate in any discipline
  • At least 10 years of experiences in Banking, Finance or Insurance industry, holding comparable senior positions
  • Solid sales management experience of insurance products, and universal life plans preferable with proven track records
  • Strong communications skills with fluent Cantonese, Mandarin and English
  • Leadership quality to build and drive a high performance sales organization - ability to inspire, motivate team members to drive business success
  • Appropriate professional insurance qualifications and licenses

We offer an attractive remuneration package to the successful candidate. Please submit your application by clicking Apply Now for our processing.

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More job information
Job ref no. CT3116513-01#6701
  • N/A
Job Function
Employment Term
  • Full-time
  • 10 years - 15 years
Career Level
  • Middle management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree