Associate Director, Team Manager, Insurance Specialists
• Oversee the team to meet insurance sales targets and objectives outlined on scorecards while adhering to operational and compliance standards.
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• Degree holder, preferably in Business, Finance, Accounting, Economics or related disciplines
• 8 years or more of relevant work experience in financial industry
• Strong data and analytics background
• Strong programming skills including Python
• Proficient in data visualisation including Tableau
• Good understanding of Private Wealth business
• Excellent communication skills
• Team player with strong interpersonal skills
• Languages: English, Cantonese
Visit our careers website to learn more about us: www.sc.com/careers.
• The role aims to strengthen sales performance across GCNA by transforming sales, client and market data into timely, actionable insights. It monitors key commercial and productivity metrics, identifies trends, performance gaps and opportunities, and provides management with a clear view of business health.
• The role develops and enhances dashboards, scorecards and repeatable analytical frameworks that support sales planning, pipeline reviews, campaign evaluation, product launches and client-book analysis. It connects relevant data sources, improves data quality and translates complex findings into clear recommendations and targeted actions.
• Ultimately, it embeds data-led decision-making across the sales organisation, enabling RMs, IAs and sales leaders to sharpen priorities, improve productivity, deepen client relationships and deliver sustainable commercial outcomes within appropriate risk and governance standards.
Sales Strategy
• Support GCNA Regional Head to develop and agree sales priorities for the year with MH and product teams to achieve annual targets and align with PvB and GCNA strategy
• Leverage on analytics to assist the tracking and adjusting of sales focus throughout the year with inputs from BM and relevant stakeholders
• Assist sales head to formulate and execute sales plans via integrated use of sales management tools and tactics
Sales Management
• Assist sales head to maintain sales discipline through sales meetings and huddles with appropriate book reviews and pipeline management
• Enhance and enable data and analytics capabilities
• Drive and manage sales campaigns and events with purpose, incorporating clear objectives, proper tracking and post-evaluation
Sales Discipline & Performance
• Track and improve secondary performance metrics such as productivity and efficiency through enhanced analytics
• Develop and execute Investment and Product Advisory strategic priorities to achieve team and individual targets
• Drive the IA performance management framework to set, maintain and enhance scorecards for various roles
Content Distribution & Collaboration
• Partner with CIO and product teams and leverage on sales analytics for more effective product launches
• Collaborate with product teams on book screening for stronger and more targeted product ideas
• Drive top clients' portfolio reviews to deepen relationship and share of wallet
Sales Analytics
• Identify and monitor key metrics of market teams and IAs to identify trends and optimise sales strategies
• Connect multiple sources of data in new dashboards to report on the pulse and overall health of GCNA in a more timely fashion
• Work with market, product teams and IAs to generate more data use cases and insights
• Institutionalise risk management framework through book screening and analytics
• Drive data and dashboard adoption in GCNA
Must-have Skills
• Business Analytics
• Data Analysis and Visualisation
• Key Performance Indicators
Other Skills
• Market Knowledge (SIF)
• Products and Processes
• Strategy and Business Model (SIF)
• Discovering meaningful patterns, trends and root causes within complex sales, client and market data.
• Building trusted dashboards, scorecards and analytical tools that become part of everyday decision-making.
• Turning detailed analysis into clear stories, practical recommendations and measurable actions.
• Tackling ambiguous business questions through curiosity, structured problem-solving and new analytical approaches.
• Seeing insights improve sales focus, productivity, client engagement and the quality of business decisions.
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
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