Senior Manager, Bancassurance Product Marketing & Financial Reporting

The Opportunity

This position reports to the Head, Partner Development. The role is responsible for driving product marketing initiatives and overseeing financial reporting for the business, ensuring alignment with overall Partnership Distribution strategic goals. The role execute key activities within the unit , managing product campaigns, performance reporting, expense management and insights to support decision‐making.

Position Responsibilities

• Lead the development and execution of product marketing strategies across distribution channels to achieve the sales and growth objectives
• Partner with bank stakeholders to design and roll out product campaigns, promotions and tactical incentives
• Drive marketing communication including campaign collaterals, sales kits and training contents, ensuring alignment with product positioning
• In collaboration with Product team, conduct competitor benchmarking and market analysis to remain market relevant
• Preparation of financial and sales performance reports to senior management and partners
• Track business KPI such as APE, persistency, product mix, campaign ROI and attachment rates
• Provide insights and commentary on trends, risks and opportunities to support business decision‑making
• Ensure accuracy, timeliness and compliance of all financial reports with internal policies and regulatory standards (BSC, SIP etc)
• Support annual budgeting, monthly and quarterly forecasts and performance reviews
• Foster a collaborative culture, ensuring effective cross‑functional alignment with distribution, product, actuarial and finance teams
• Represent the unit in management discussions, steering committees, and partner engagements
• Oversee preparation of daily financial and sales performance reports to management and partners
• Manage workload prioritization, ensuring balance between marketing deliverables and financial reporting deadlines

Required Qualifications

When you join our team

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。

Working Arrangement

混合式

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