Lead a team to provide channel product & marketing and sales promotion support to Partnership Distribution in a timely manner with quality delivery

Roles and Responsibilities

Marketing and Distribution Support

• Oversee the marketing and distribution support function for PD channel that covers brokerage/ IFA (Retail and HNW)
• Bring in new ideas and creativity in marketing initiatives in driving client engagement for brokerage partners
• Plan and develop strategies and marketing initiatives for IFA/Brokerage and HNW in order to achieve business objectives. Ensure partnership distribution channel requirements are properly communicated to internal departments and external partners.
• Implement channel product & marketing and sales promotion activities to support channel(s) in achieving sales target
• Develop, customize and review communication, product and marketing collateral/sales tools/training materials for business partners to support their selling of our product and services offerings
• Organise and coordinate events & functions to meet the needs of channel(s)
• Communicate with to keep our partners up-to-date of the company changes/initiatives so as to meet the business needs for PD.
• Work collaboratively within marketing and product function and channels within PD to bring synergies and achieve higher efficiencies

Staff Management

• Supervise, build and coach a team of 3 to deliver the marketing and distribution activities in a timely manner and quality delivery

Planning, timeline and cost management

• Plan and agree marketing plan with channel(s) in annual and quarterly basis
• Manage the progress of deliverables of the team to ensure timely and quality delivery.
• Plan and monitor the relevant marketing budget for IFA/Brokerage (Retail and HNW)

Others

• Performs other responsibilities and duties periodically assigned by immediate manager in order to meet business requirement

Job Requirements

• University / College graduate plus minimum 8 years relevant experience
• Creative mind set
• Customer-oriented service
• High proficiency in written English and Chinese
• Good communication, presentation and interpersonal skills
• Insurance product knowledge
• Good timeline management skill