Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Job Scope
The position is responsible for driving overall cross‑functional partnership with a key bancassurance bank partner, ensuring all processes are in place and identifying synergies across projects and initiatives to facilitate collaboration within the partnership. This will include, but is not limited to, managing internal stakeholders on various strategies and business‑as‑usual matters.
PRINCIPAL DUTIES & RESPONSIBILITIES:1. Product- To ensure product is delivered as per Joint Plan commitment.
- Product structure is to meet customer propositions, be competitive in the market, and align with company values.
- Provide business input for discussion with Product Development and Management / Pricing teams.
- Spell out timelines for key milestones, capture key actions, and follow up on status.
- Review all product development materials, such as product specifications and sales materials (brochures, placemats, flyers, and circulars).
- Keep track of project timelines and follow up on a weekly basis.
- Arrange meetings for escalation if there is a foreseeable risk of delivery issues.
- Ensure timely support for all key initiatives and management reports in accordance with agreed turnaround time commitments.
- Work closely with the Business Planning and Analytics team to ensure accuracy and consistency of financial reporting, remuneration outcomes, and sales performance reporting. Where required, coordinate with the Business Planning and Analytics team to prepare reports ahead of timelines and facilitate discussions with the bank partner.
- Conduct comprehensive campaign analysis and post‑implementation reviews to assess performance, identify gaps, and derive actionable insights for future initiatives.
- Plan, coordinate, and schedule meetings, including alignment on agenda and attendees.
- Prepare and consolidate meeting decks and materials in advance.
- Circulate meeting invitations, agendas, and materials within the agreed timeline.
- Facilitate meetings and manage time to ensure agenda coverage.
- Capture discussion points, decisions, and action items.
- Circulate meeting minutes and track follow‑up actions to closure.
- Ensure support for Joint Plan marketing initiatives and ad‑hoc initiatives is delivered in accordance with agreed turnaround time commitments.
- Align closely with the Product Marketing team to strengthen marketing support aimed at improving new‑to‑bancassurance lead generation, customer engagement, and product marketing solutions.
- Review and provide input on circulars, new initiatives, and campaign performance updates.
- Review and validate marketing materials, including brochures, placemats, and client presentation decks.
- Ensure campaign reports are prepared and shared in a timely manner, including post‑campaign performance results.
- Coordinate with internal and external stakeholders to ensure operational execution is supported by appropriate governance controls and compliance with agreed processes, policies, and regulatory requirements.
- Support governance forums (for example, monthly governance or operations meetings), including preparation of materials, minute‑taking, and tracking of action items.
- Review and assess operational gaps, risks, and issues, and work with stakeholders on remediation plans and process improvements.
- Monitor compliance with approved agreements, terms and conditions, and operational guidelines, escalating issues where required.
- Diploma or Degree with a proven track record.
- Prior bancassurance experience with a proven track record in life insurance sales management would be preferred.
- Minimum 5 years of related experience in a similar capacity.
- Strong analytical thinking with sound business and financial acumen; strategic and results‑oriented.
- Meticulous with the ability to work under pressure.
- Business planning and project management background would be an added advantage.
- Excellent communication, writing, research, presentation, interpersonal, and negotiation skills.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Skills Required
- Diploma or Degree with a proven track record
- Prior bancassurance experience in life insurance sales management
- Minimum 5 years of related experience
- Strong analytical thinking with business and financial acumen
- Project management background would be an added advantage
- Excellent communication and negotiation skills
What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region. Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets. We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information Prudential plc: https://www.prudentialplc.com/ Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
