Job Description
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.
This position will lead 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 and 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
Lead analysis of macroeconomic indicators, capital markets, and competitor strategies to anticipate trends impacting ILPs/ULIPs and long-term saving insurance product positioning
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
Build trusted relationships with agents and elite PBLCs through understanding of their client’s financial goals, risk appetite, and wealth objectives (e.g., retirement, protection) and provide holistic wealth advisory leveraging expertise in insurance-linked or traditional products and corporate pension fund solutions
Customer Service Governance
Establish enterprise-level investment business specialist service standards and escalation protocols to ensure swift resolution of complex investment related inquiries, enhancing customer trust and experience
Drive Cross-Functional Alignment for Operational Impact
Collaborate with senior leaders across sales, corporate solution, product, compliance, and operations to identify and close service delivery gaps, ensuring seamless execution and long-term customer satisfaction
People Leadership
Build Leadership Capability and Performance Culture
Recruit, develop, and coach high-performing investment business specialist teams by setting clear KPIs, providing continuous feedback, and fostering a customer-centric, results-driven culture that aligns with organizational goals
Champion talent development and engagement initiatives that strengthen team capability, enhance motivation, and position the function as a strategic enabler of business growth
Job requirements:
Bachelor’s or master’s degree in finance economics, Business Administration, or related fields
Minimum 10 years of proven experience in managing, analyzing, and/or driving sales of complex financial and wealth management products—including mutual funds, foreign exchange, ULIPs, and other investment-linked insurance solutions.
Minimum 5 Years of Leadership in Wealth & Investment Management with a demonstrated ability to drive advisory excellence and strategic, business growth
Demonstrated experience in building and leading high-performing investment advisory teams focused on priority customer segments (B2B, HNW, UHNW), driving organizational capability and client-centric outcomes
Strong history of accelerating sales growth and embedding investment intelligence into broader business strategies to influence long-term revenue and customer engagement.
