Shanghai AIA Financial Center, CN
5 days ago
高级经理,保险金信托操作管理

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

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

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

About the Role

该岗位围绕高净值业务价值主张中的财富管理和传承版块,通过保险金信托主题为业务前线提供培训、赋能及客户经营等相关支持;规范保险金信托操作管理,提升服务质量和客户体验。

岗位职责:

1、协助主管完善保险金信托操作管理相关制度和流程;

2、制作保险金信托操作管理相关操作指引和宣导材料,协助主管开展宣导工作,完成相关项目并为渠道有序推进业务提供综合支持;

3、执行财富传承主题方面的内勤和营销员渠道培训赋能工作,包括基础通用知识理念的普及教育、专项主题知识的讲解、案例分析,咨询解答及陪访等工作;

4、协调各相关部门,确保保险金信托操作流程的规范化执行,及时发现潜在风险,持续优化流程;

5、协助主管与外部合作信托机构对接,维护合作关系,完成具体工作任务;

6、跟踪保险金信托申请案件,提高案件处理的效率,提升客户体验;

7、定期整理统计相关数据报表,确保数据的完整性和准确性。

任职要求:

1、大学本科或以上学历;

2、5年以上相关领域工作经验,保司营销员渠道或银保渠道经验;

3、出色的沟通能力、协调能力和项目管理能力,有讲师培训经验优先;

4、有耐心、注重细节、责任心及抗压能力强;

5、具有团队合作精神;

6、熟练掌握Microsoft Word, Excel, Powerpoint,有独立海报制作能力及经验优先。

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

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

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