HNW Distribution & Channel Activation Lead (Agency & Banca)

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. 

Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we cocreate bespoke strategies and provide high quality advice to support our clients long term wealth objectives. 

Reporting to Head of HNW Distribution (Agency & Bancassurance), this role is responsible for driving execution of Great Eastern's High Net Worth (HNW) distribution strategy across Agency and Bancassurance. The incumbent will lead the planning, mobilization and execution of strategic HNW initiatives that increase Advisor activation, strengthen client engagement and improve commercial outcomes. 

The role acts as the program officer for major HNW initiatives while partnering closely with Agency, Bancassurance, Product, Marketing, Operations, Finance, Compliance and external partners to ensure disciplined execution and measurable business impact. 

The Job: 

 Strategic HNW initiatives & Commercial Activation 

Drive the execution of Group HNW strategic initiatives across Agency and Bancassurance. 

Translate strategic priorities into executable commercial plans. 

Lead end-to-end implementation of strategic programs

Coordinate cross-functional stakeholders to ensure timely execution.

Monitor initiatives performance and recommend improvements 

Advisor Activation & Distribution Programs 

Develop and execute Advisor activation program that increase HNW producer's productivity. 

Support the execution of Great Eastern Private Partner (GEPP) engagement strategy. 

Coordinate GEPP-initiated activation programs.

Support implementation of HNW Advisor capability development pathway.

Partner with external and internal stakeholders to coordinate programs and business clinics. 

Work with distribution leaders to increase participation and adoption of HNW initiatives. 

 Program Management Office (PMO) Serve as the PMO lead for major HNW programs. 

Responsibilities include: 

Program planning 

Project governance 

Milestone management 

Budget monitoring 

Risk Management

Task tracking 

Steering Committee updates 

Stakeholder communications 

Post-implementation reviews. 

Events and Client Engagement 

Lead the execution of HNW engagement initiatives across multiple channels. 

Responsibilities include: 

Program design 

Audience strategy 

Logistics oversight 

Vendor management 

Stakeholder coordination

 Budget management 

Post-event reporting 

Business Performance & Insights 

Monitor HNW program performance. 

Analyse advisor participation and program effectiveness. 

Track advisor activation and engagement metrics. 

Produce business insights to improve future initiatives. 

Support annual planning and management presentations. 

Governance, Risk & Compliance 

Ensure initiatives and programs are executed in accordance with internal governance and compliance requirements.  

Manage budgets within approved limits. 

Support audit and compliance reviews. 

Maintain program documentation. 

Highlight potential operational or business risks and escalate appropriately.

 Maintain awareness of regulatory developments and industry trends relevant to the HNW segment.

• Minimum 8–10 years of experience in business management, distribution management, strategic management, or HNW-related functions within financial services. 

• Strong understanding of Agency and/or Bancassurance distribution. 
• Exposure to High Net Worth (HNW), affluent, private banking, wealth management, or bancassurance segments would be advantageous.
• Strong analytical and reporting skills with experience in sales performance tracking and business analytics. 
• Strong stakeholder management and communication skills with the ability to work across multiple business units. 
• Experience in managing strategic initiatives, engagement programs, campaigns, or business projects. 
• Strong organizational and coordination skills with the ability to manage multiple priorities effectively.
• Self-driven, adaptable, and able to work in a fast-paced environment. 
• Strong presentation and business writing skills. 
• Proficient in Microsoft PowerPoint and Excel. 
• Relevant Diploma/Bachelor's Degree in Business, Banking, Finance, Marketing, or related disciplines.