Not specified (assumed to be hybrid based on industry standards).
Investment business specialist leadership
Macroeconomic indicator analysis
High-net-worth client relationship management
The Head of Investment Business Specialist at AIA Group is a leadership role focused on driving customer engagement and sales excellence in the investment and insurance sectors. The position requires strategic oversight of portfolio management, talent development, and cross-functional collaboration to enhance client relationships and business growth
Job Summary
The role involves leading the investment business specialist team to deliver superior, client-centric experiences that strengthen trust and drive sustainable growth.
Candidates must analyze macroeconomic indicators and competitor strategies to shape product development and empower distribution teams with actionable insights.
The position requires building trusted relationships with agents and elite Private Banking/Life Clients (PBLCs) through holistic wealth advisory leveraging insurance-linked solutions.
Matching Summary
Match Score: 85
The Head of Investment Business Specialist at AIA Group is a leadership role focused on driving customer engagement and sales excellence in the investment and insurance sectors. The position requires strategic oversight of portfolio management, talent development, and cross-functional collaboration to enhance client relationships and business growth.
Skills & Requirements
Must-have
Investment business specialist leadership
Macroeconomic indicator analysis
High-net-worth client relationship management
Holistic insurance-wealth planning
Portfolio analytics and risk governance
Nice-to-have
Cross-functional alignment expertise
Talent development and coaching
Customer-centric service culture
Strategic business growth mindset
Key Requirements
Experience in investment business specialist roles
Knowledge of ILPs/ULIPs and long-term saving products
Proven track record in HNW client advisory
Strong background in compliance and risk frameworks