About the role
AI summarisedAssistant Vice President role in Distribution Performance Management at HSBC Life, responsible for maintaining campaign trackers, building reports for agency channels, managing stakeholder queries, and streamlining reporting processes. Requires strong Excel and Qlik Sense skills, meticulousness, and ability to manage multiple priorities in a fast-paced environment.
BusinessFull-timeIntl Wealth & Premier Banking
Key Responsibilities
- Maintain a robust end-to-end tracker for campaigns/incentives, and deliver timely reports to distributors in line with agreed timeline
- Build and maintain reporting to support the agency channel, ensuring on-time delivery, high data accuracy, and clear documentation of assumptions and sources
- Manage distributor and internal stakeholder queries promptly, investigating root causes and providing clear resolutions within agreed turnaround times
- Enhance and streamline existing reporting and operational processes, ensuring templates are standardised, well-governed, and consistently applied
- Own and maintain the Digione report, understanding the full input/output file flow and investigating any distributor-raised discrepancies or issues
- Produce a Post-Implementation Review (PIR) six months after campaign completion, capturing performance outcomes, lessons learned, and improvement actions
- Provide accurate, timely reporting for ad hoc requests from internal stakeholders and distributors, prioritising effectively and communicating delivery timelines
Requirements
- Strong Microsoft Office Skills: MS Excel (Formula, Power Query), Qlik Sense
- Proficiency in VBA & Insurance industry experience will be an added advantage
- Meticulous to ensure accuracy of deliverables
- Ability to manage multiple priorities effectively in a fast-paced environment, work effectively under pressure with tight timeline
- Resourceful, Independent & strong problem solving skills
- Great interpersonal skills and enjoy working in a team
- Strong communication skills (both verbal and written) to interact with stakeholders