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Senior Savings Strategist

1 week ago

Makati City, National Capital Region, Philippines AIA Philippines Full time
About the Role

We are seeking a highly skilled Senior Savings Strategist to join our team in AIA Philippines. This role is accountable for delivering long-term savings and investment propositions that meet customers' financial needs.

Key Responsibilities
  • Partner with Product Management team to inform proposition development with customer segmentation and insights, and design customers' experience around products and services.
  • 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.
  • Deliver propositions designed to address customers' long-term financial needs and design propositions leveraging investment fund offerings by the Company.
  • 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.
  • Manage budget for their functional area and ensure spend falls within approved thresholds and delivers committed benefits.
  • Ensure proper risk assessments are done on all activities under their remit, establish controls for any risks identified, and ensure such controls are properly and consistently implemented.
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.