Develop and implement end-to-end marketing and distribution strategies and campaigns for the bancassurance channel aligned with overall business and bank partnership goals.
Organize engaging marketing events to raise brand awareness and drive business growth
Collaborate closely with bank partners on joint marketing initiatives, co-branded materials, product launches, and promotional activities.
Analyze customer data, sales performance, and market trends to identify opportunities, refine targeting, and improve conversion rates across the bancassurance funnel.
Create and oversee marketing collateral, product communication toolkits, training materials, and point-of-sale resources for bank staff and relationship managers.
Monitor campaign performance, ROI, and key metrics (leads, conversion rates, product mix, persistency); prepare regular reports and recommendations for continuous improvement.
Ensure all marketing activities comply with regulatory requirements, brand guidelines, and partner bank policies.
Coordinate with product, underwriting, sales, training, and operations teams to ensure seamless product positioning and support for the channel.
Requirements
Bachelor's Degree or above in Business, Marketing or Finance related field
10+ years of Marketing experience in Bancassurance, Insurance, Banking or Financial Institutions
Excellent command in English and Chinese (Cantonese & English)
Strong insurance product knowledge
Solid skills in organizing events, including conferences, seminars, trainings etc.
Self-motivated, proactive and mature candidate will be preferred