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Long Term Savings and Investment Propositions Principal

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  • Posted 3 months ago

Job Description

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

This position is responsible for designing propositions and defining product positioning to the evolving long-term savings, life protection and wealth/legacy needs of AIA Philippines Group's target customers. The position will cover long term savings, life protection and wealth propositions for AIA Philippines and BPI AIA.

Role and Responsibilities:

This position is accountable for the delivery of the following roles and responsibility:

  • Long Term Savings, Life Protection & Wealth Propositions Design - Partner with Product Management team to inform proposition development with customer segmentation and insights, and design customers experience around products and services.

  • Proposition Marketing & Communications - Partner with Brand team to design compelling launch and communication plans for propositions, anchored on customer insights. This will include public / customer communications, as well as tools and materials that Life Planners and distribution partners can leverage to communicate products and solutions to end customers.

  • Life Protection, Wealth and Long-Term Savings Proposition Development & Implementation - Deliver propositions designed to address customers long-term financial needs and design propositions leveraging investment fund offerings by the Company.

  • High Net Worth Proposition Development & Implementation - Identify appropriate solutions for the HNW customer segment. Partner with distribution, CX and product development teams to design the product/s and associated experiences. Where needed, identify third-party value-added services to deliver exclusive benefits and the level of service expected by high-net-worth customers.

  • Financial Management - Accountable for the management of budget for their functional area and ensuring that spend falls within approved thresholds and delivers committed benefits

  • Risk Management - Ensure proper risk assessments are done on all activities under their remit, establish controls for any risk/s identified, and ensure such controls are properly and consistently implemented.

  • Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements.

Minimum Job Requirements:

  • Bachelor's degree in business, marketing or another related field

  • Min 5 years experience in product management and/or product / solutions design, particularly in the long-term savings, life protection, legacy planning, endowment and VUL insurance space

  • Demonstrated ability to deliver customer solutions based on insights, and effectively engage customers

More Info

About Company

AIA Group Limited, often known as AIA , is a Hong Kong-based American multinational insurance and finance corporation. It is the largest public listed life insurance and securities group in Asia-Pacific. It offers insurance and financial services, writing life insurance for individuals and businesses, as well as accident and health insurance, and offers retirement planning, and wealth management services, variable contracts, investments and securities.

Job ID: 124959299