About the RoleLead the investment business specialist excellence and customer engagement through high-impact insurance sales and pension business support and client relationship management. Oversee holistic insurance-wealth planning and recommendation of customer/client portfolio position while fostering cross-functional alignment across sales, corporate solutions, product, compliance, and operations. Champion service governance and talent development initiatives to build high-performing teams and deliver a superior, client-centric experience that strengthens trust and drives sustainable growth.Strategic & Market Intelligence* Drive Market Intelligence for Competitive Advantage: lead analysis of macroeconomic indicators, capital markets, and competitor strategies to anticipate trends impacting ILPs/ULIPs and long- term saving insurance product positioning.* Transform Insights into Business Growth: develop actionable recommendation and insights from Group Investment. Center of Excellence to shape product development, empower distribution teams,



and enhance engagement with high-net-worth clients.* Optimize Portfolio Strategy and Risk Governance: Translate market and macroeconomic developments into tailored advisory opportunities, leveraging advanced portfolio analytics, asset allocation strategies, and robust risk-compliance frameworks to optimize customer/client potential fund growth.Sales support & Customer Advisory* Develop High-Impact Advisory Capability: lead and develop investment specialists to strengthen advisory excellence, enabling support to the salesforce to acquire, manage, and grow high-value portfolios in HNW and priority segments.* Drive Growth Strategy and Performance Alignment: set target KPIs, conduct progress reviews, and influence cross-functional priorities across sales, corporate solution, product, compliance, and operations to ensure seamless execution.* Champion Customer/Client-Centric Solutions and Relationship Management: build trusted relat

📌 Head of Investment Business Specialist (Asia)
🏢 AIA Hong Kong and Macau
📍 Asia