Key Responsibilities
- Develop and manage strategic relationships with assigned life insurance partners, acting as the key contact to drive collaboration and long-term business growth.
- Prepare and deliver partner communications, market insights, investment updates, and presentation materials for business reviews, partner engagement activities, and client events.
- Partner with Product, Investment, Marketing, and distribution teams to support product development and enhancement initiatives through market intelligence, partner feedback, and commercial recommendations.
- Assist the Head of Life Partnership in growing life insurance business flows by developing sales collateral, analyzing campaign performance, monitoring business results, and identifying growth opportunities.
- Ensure high service standards across partnership accounts by managing partner feedback, resolving escalated issues, and implementing continuous improvement initiatives to strengthen partner and customer experience.
- Support business planning, management reporting, partner review meetings, and capability building initiatives within the Life Partnership function.
- Perform additional responsibilities as assigned by the Head of Life Partnership.
- Coordinate and support business activities across designated mutual fund distribution channels to ensure smooth operational execution.
- Facilitate AML/KYC onboarding and review processes for new and existing clients, ensuring compliance with regulatory requirements and internal policies.
Qualifications & Experience
- Strong presentation and communication skills with the ability to conduct investment seminars, deliver training sessions, and present complex financial concepts to various audiences.
- Solid knowledge of investment products, including mutual funds, bonds, investment linked products, and other wealth management solutions, as well as the regulatory framework governing Vietnam's financial market.
- Proven experience in partnership management, key account management, or stakeholder engagement, with the ability to build relationships and influence senior decision makers.
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- Exposure to product development, proposition design, or investment solution positioning is highly desirable.
- Professional certifications such as CFA or a Vietnamese Securities Practicing License would be an advantage.
- Minimum 8 to 10 years of experience within Wealth Management, Priority Banking, Asset Management, Securities, Insurance, or related financial services sectors.
- Working knowledge of AML/KYC requirements, regulatory compliance, and industry best practices.
HOW TO APPLY: Please send your CV to the consultant in charge:
E-mail: huong.ho@ev-search.com
All applications will be considered without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other non-merit factor.
