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HNW Distribution & Channel Activation Lead (Agency & Banca)
- Posted
- 2MO AGO
About the role
About the Job
Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions.
Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we cocreate bespoke strategies and provide high quality advice to support our clients’ long term wealth objectives.
Reporting to Head of HNW Distribution (Agency & Bancassurance), this role is responsible for driving execution of Great Eastern’s High Net Worth (HNW) distribution strategy across Agency and Bancassurance. The incumbent will lead the planning, mobilization and execution of strategic HNW initiatives that increase Advisor activation, strengthen client engagement and improve commercial outcomes.
The role acts as the program officer for major HNW initiatives while partnering closely with Agency, Bancassurance, Product, Marketing, Operations, Finance, Compliance and external partners to ensure disciplined execution and measurable business impact.
The Job:
- Strategic HNW initiatives & Commercial Activation
- Drive the execution of Group HNW strategic initiatives across Agency and Bancassurance.
- Translate strategic priorities into executable commercial plans.
- Lead end-to-end implementation of strategic programs
- Coordinate cross-functional stakeholders to ensure timely execution.
Monitor initiatives performance and recommend improvements
Advisor Activation & Distribution Programs
- Develop and execute Advisor activation program that increase HNW producer’s productivity.
- Support the execution of Great Eastern Private Partner (GEPP) engagement strategy.
- Coordinate GEPP-initiated activation programs.
- Support implementation of HNW Advisor capability development pathway.
- Partner with external and internal stakeholders to coordinate programs and business clinics.
- Work with distribution leaders to increase participation and adoption of HNW initiatives.
- Program Management Office (PMO) Serve as the PMO lead for major HNW programs.
- Responsibilities include:
- Program planning
- Project governance
- Milestone management
- Budget monitoring
- Risk Management
- Task tracking
- Steering Committee updates
- Stakeholder communications
Post-implementation reviews.
- Events and Client Engagement
- Lead the execution of HNW engagement initiatives across multiple channels.
- Responsibilities include:
- Program design
- Audience strategy
- Logistics oversight
- Vendor management
- Stakeholder coordination
- Budget management
Post-event reporting
- Business Performance & Insights
- Monitor HNW program performance.
- Analyse advisor participation and program effectiveness.
- Track advisor activation and engagement metrics.
- Produce business insights to improve future initiatives.
- Support annual planning and management presentations.
- Governance, Risk & Compliance
Ensure initiatives and programs are executed in accordance with internal governance and compliance requirements.
Manage budgets within approved limits.
- Support audit and compliance reviews.
- Maintain program documentation.
- Highlight potential operational or business risks and escalate appropriately.
- Maintain awareness of regulatory developments and industry trends relevant to the HNW segment.
We are looking for people who
Minimum 8–10 years of experience in business management, distribution management, strategic management, or HNW-related functions within financial services.
- Strong understanding of Agency and/or Bancassurance distribution.
- Exposure to High Net Worth (HNW), affluent, private banking, wealth management, or bancassurance segments would be advantageous.
- Strong analytical and reporting skills with experience in sales performance tracking and business analytics.
- Strong stakeholder management and communication skills with the ability to work across multiple business units.
- Experience in managing strategic initiatives, engagement programs, campaigns, or business projects.
- Strong organizational and coordination skills with the ability to manage multiple priorities effectively.
- Self-driven, adaptable, and able to work in a fast-paced environment.
- Strong presentation and business writing skills.
- Proficient in Microsoft PowerPoint and Excel.
- Relevant Diploma/Bachelor’s Degree in Business, Banking, Finance, Marketing, or related disciplines.
- Champion and embody our Core Values in everyday tasks and interactions.
- Demonstrate high level of integrity and accountability.
- Take initiative to drive improvements and embrace change.
- Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
- Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.
Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
Native work locations: GE Centre (141_LOCATION) 1 Pickering Street#01-01 Great Eastern Centre Singapore , 048659
Primary location: SG-GE Centre
Job field: Premier Wealth
