Head of Investment Business Specialist

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.

• 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.

• 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 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.

• Define Service Excellence Framework: 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.

• 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.

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

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