Agency Strategic Management & Distribution, Manager
FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About The Role
- The role focuses on driving APAM's (AIA Pension and Asset Management) key objectives that includes sales growth for all distribution channels, AUM and profitability.
- Responsibilities include assist in managing agency distribution, supervising non-agency channels and assist customer support. investment marketing (Market Outlook and Funds roadshows), and development of collaterals and marketing campaigns.
- The position also manages the development of marketing collaterals, support in training and recruitment and generate data analysis and campaign reporting.
Roles and Responsibilities:
Support on Agency Distribution Channel and other agency-related business functions (ie. agency admin)
- Monthly performance review with Agency Cross Sell Team on outsourced KPIs deliverables, agency engagement and activities
- Engagement with AIA agents and agencies on sales and campaign support
- Drive the recruitment growth of PRS consultants through agency and assist to conduct FIMM Familiarization Program.
- Participation in agency, non-agency and industry events
Customer and Agency Campaigns Development
- Preparation of Business Paper
- Data Analysis for campaign planning and monitoring
- Post campaign evaluations.
Manage non-agency distribution channels to maximize customer acquisition and cross sell opportunities (IFAs, Staff and Direct).
- Rolldown of campaigns and regular engagement to IFAs
- Monthly updates and regular training to all AIA Service Centers
- Briefing to New On-Boarding AIA Staff
Assist in Corporate On-Boarding
- Preparation and Execution of Vesting Agreements
- Liaise with Operation Team and Legal & Governance Department
- Participation of corporate presentation and events
Assist the Distribution and Customer Support:
- Handling of customers and agencies enquiries and feedback
- New consultants on-boarding and license maintenance requirement
- Social media monitoring of consultants to ensure adherence to regulatory guidelines
- Assist in monitoring of sales reports and campaign fulfillment
Enhance Marketing Collaterals and Proposition:
- Procurement of marketing items
- Preparation of monthly circulars write-ups, monthly rolldown slides and presentations.
- Development of marketing collaterals including iCari and EDMs
- Development of social media campaigns, product write-up and content creation
- Updates of AIA PRS website and PPA Insights/Spotlights on campaigns
Assist in development of compelling propositions, marketing materials and training modules for Agency Distribution Channel:
- Design and aligned all messaging, monthly agency rolldown presentation, and all agency
- & customer engagement activities
- Development of training modules including sales management and submission guides
- Training and workshops to agency channels, AIA customer service staff and others.
Perform other responsibilities and duties periodically assigned.
Minimum Job Requirements :
- Experience in funds distribution business covering both agency and non-agency channels.
- Sound knowledge in PRS with an understanding of mutual fund market trends and movements
- Ability to identify product trends and to advise in the design of products to meet investor needs.
- Understanding of strategy and business development process and approval, together with sound knowledge of the operational and regulatory frameworks.
- Execution focus and a passion for meeting business goals.
- Strong collaboration skills to manage both internal and external parties
- High level of energy, enthusiasm, and passion for results
- Strong integrity and high ethical standards.
- University graduate with good academic qualifications, preferably in Finance
- Good at public speaking.
- Fluent in English + Malay & Chinese added advantage.
FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About The Role
- The role focuses on driving APAM's (AIA Pension and Asset Management) key objectives that includes sales growth for all distribution channels, AUM and profitability.
- Responsibilities include assist in managing agency distribution, supervising non-agency channels and assist customer support. investment marketing (Market Outlook and Funds roadshows), and development of collaterals and marketing campaigns.
- The position also manages the development of marketing collaterals, support in training and recruitment and generate data analysis and campaign reporting.
Roles and Responsibilities:
Support on Agency Distribution Channel and other agency-related business functions (ie. agency admin)
- Monthly performance review with Agency Cross Sell Team on outsourced KPIs deliverables, agency engagement and activities
- Engagement with AIA agents and agencies on sales and campaign support
- Drive the recruitment growth of PRS consultants through agency and assist to conduct FIMM Familiarization Program.
- Participation in agency, non-agency and industry events
Customer and Agency Campaigns Development
- Preparation of Business Paper
- Data Analysis for campaign planning and monitoring
- Post campaign evaluations.
Manage non-agency distribution channels to maximize customer acquisition and cross sell opportunities (IFAs, Staff and Direct).
- Rolldown of campaigns and regular engagement to IFAs
- Monthly updates and regular training to all AIA Service Centers
- Briefing to New On-Boarding AIA Staff
Assist in Corporate On-Boarding
- Preparation and Execution of Vesting Agreements
- Liaise with Operation Team and Legal & Governance Department
- Participation of corporate presentation and events
Assist the Distribution and Customer Support:
- Handling of customers and agencies enquiries and feedback
- New consultants on-boarding and license maintenance requirement
- Social media monitoring of consultants to ensure adherence to regulatory guidelines
- Assist in monitoring of sales reports and campaign fulfillment
Enhance Marketing Collaterals and Proposition:
- Procurement of marketing items
- Preparation of monthly circulars write-ups, monthly rolldown slides and presentations.
- Development of marketing collaterals including iCari and EDMs
- Development of social media campaigns, product write-up and content creation
- Updates of AIA PRS website and PPA Insights/Spotlights on campaigns
Assist in development of compelling propositions, marketing materials and training modules for Agency Distribution Channel:
- Design and aligned all messaging, monthly agency rolldown presentation, and all agency
- & customer engagement activities
- Development of training modules including sales management and submission guides
- Training and workshops to agency channels, AIA customer service staff and others.
Perform other responsibilities and duties periodically assigned.
Minimum Job Requirements :
- Experience in funds distribution business covering both agency and non-agency channels.
- Sound knowledge in PRS with an understanding of mutual fund market trends and movements
- Ability to identify product trends and to advise in the design of products to meet investor needs.
- Understanding of strategy and business development process and approval, together with sound knowledge of the operational and regulatory frameworks.
- Execution focus and a passion for meeting business goals.
- Strong collaboration skills to manage both internal and external parties
- High level of energy, enthusiasm, and passion for results
- Strong integrity and high ethical standards.
- University graduate with good academic qualifications, preferably in Finance
- Good at public speaking.
- Fluent in English + Malay & Chinese added advantage.