Hnw Business Planning, Senior Lead

4 days ago


Thành phố Hồ Chí Minh, Vietnam AIA Full time

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

Report to: Associate Director, High Net Worth
Location: AIA Office, Saigon Centre Tower 2, 67 Le Loi street, HCMC
Function: Partnership Distribution | Department: High Net Worth
Type: Individual Contributor

THE OPPORTUNITY:
This role is accountable for driving business growth through robust planning, project management, and solution design.

- Execute Chief Partnership Distribution Officer (CPDO) strategy to build the first high net worth (HNW) insurance ecosystem in Vietnam.
- Act as the key contact point for HNW workstreams & activities in the company.
- Ensure smooth implementation of HNW initiatives and activities.

ROLES AND RESPONSIBILITIES:
Planning & Business Solutions

- Lead the annual and quarterly strategic planning process for the HNW segment, ensuring alignment with CPDO and PD objectives.
- Develop and maintain a comprehensive HNW business roadmap, integrating market insights and competitive intelligence.

Project Management & Execution

- Drive end-to-end project management for all HNW initiatives, ensuring timely delivery, budget adherence, and quality outcomes.
- Establish governance frameworks, risk management protocols, and performance tracking for strategic projects.
- Coordinate cross-functional teams (Product, Marketing, Operations, Compliance) to ensure seamless execution of initiatives.

Performance Management & Analytics

- Build and monitor scorecards and dashboards to track business performance, project milestones, and financial KPIs (ANP, VONB, NPS).
- Conduct regular business reviews (QBR, MBR) and provide actionable insights to senior leadership.
- Leverage data analytics to identify trends, optimize processes, and support decision-making.

Stakeholder Engagement & Leadership

- Act as the primary liaison between HNW leadership and internal/external stakeholders for strategic initiatives.
- Influence and align senior stakeholders on priorities, resource allocation, and execution plans.
- Mentor and develop junior team members to build a high-performing, results-driven culture.

JOB REQUIREMENTS:
Education

- Bachelor’s degree in Business, Finance, or related field; MBA preferred.

Experience

- 7+ years in strategic planning, business performance, or project management within financial services.
- Proven track record in delivering complex projects and business solutions.
- Exposure to partnership distribution and HNW customer segments is highly desirable.

Skills & Competencies

- Advanced project management skills (PMP or equivalent certification preferred).
- Strong strategic thinking and problem-solving capabilities.
- Excellent stakeholder management and influencing skills.
- Proficiency in data analytics tools (Excel, Power BI) and business reporting.
- High adaptability, growth mindset, and ability to navigate ambiguity.

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



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