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高净值业务部负责人

ChinaChina·Shanghaimid
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Quick Summary

Overview

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives,

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It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

About the Role

~1 min read

基于客户洞察和市场分析,制定高净值业务战略规划,统筹端到端高净值经营经营框架体系,搭建并持续深化高净值生态圈和价值主张,系统化部署高客经营平台与能力,在市场上形成无可争议的优势并实现业务高增长。

1.    承接公司以客为先的战略支柱,制定高净值业务规划以实现业务目标;
2.    构建公司高客经营战略实施规划,深化端到端分层分群高客经营体系框架;
3.    以市场洞察及需求为基础,带领高净值业务部探索创新的客户价值主张,加强高净值业务部的市场竞争力;
4.    强化友邦禀赋的高客专属价值主张体系与升级:开展共创项目,强化高/超高客分层服务体系,特别夯实财富传承与家办解决方案能力;
5.    深化建设财富传承/家办、教育板块能力与配套网络,完善高净值生态圈建设,支持高客经营体系:服务促转化场景设计与落地;高客活动平台对应板块品质资源开发与输出;
6.    与各渠道及中后台职能部门紧密协作,推动业务计划的实施落地,在分公司和市场上实现更大的业务影响力;
7.    链接、整合资源和平台以协助激活高净值客户、提高客户粘性及转化率;
8.    熟悉市场趋势并及时调整业务战略,紧跟客户需求并确保高净值业务在市场上持续保持竞争力与优势;
9.    统筹管理高净值业务部组织架构,并适时激发团队士气以确保团队效;率。同时确保团队成员的能力得到适时提升,与业务发展相匹配。

1.    本科以上学历,10年以上相关经验,至少具备以下任一专业经历,有战略规划经验者优先:
•    高客拓展和高客经营(含渠道管理)
•    战略发展与规划
•    产品和服务体系搭建与营销
•    高净值生态拓展与管理 
2.    熟悉人寿产品整体运营流程;
3.    前瞻的业务规划能力,敏锐洞察市场趋势与高客需求分析,落地差异化业务策略;
4.    高端资源链接与全局统筹能力,推动多方高效协同,为高净值客户提供一体化解决方案;
5.    出色的领导力与团队管理能力,搭建专业人才梯队,激发团队动能;
6.    自驱性强、抗压能力强;
7.    良好的办公软件操作技能(如Excel、Word、PPT);
8.    卓越的跨职能沟通协调技能以及中英文表达能力;
9.    对工作富有热情,积极致力于实现重大业务增长。

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Location & Eligibility

Where is the job
Shanghai, China
On-site at the office
Who can apply
CN

Listing Details

Posted
July 16, 2026
First seen
July 16, 2026
Last seen
July 16, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
51%
Scored at
July 16, 2026

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aia高净值业务部负责人