Market Management Specialist

SUN LIFE·Financial Services

Full Time

HK$ *****

No degree required

No experience limit

HK work permit required

5 days per week, Hybrid,Fixed

Tsuen Wan,Tsuen Wan

Send application message

Work benefits

Double Pay

Year-end bonus

Social / Recreation & Sports Facilities

Staff care centre

Job Description

Job Responsibilities

Assist in the formulation of annual market promotion plans, covering the positioning, target customer analysis and competitive strategy planning of insurance and wealth management products, and supporting the overall business development goals of the company.
Conduct market research and competitive analysis, understand the dynamic of the Hong Kong insurance market, customer behavior trends and industry changes, identify potential business opportunities and risks, and provide feasible strategy recommendations.
Monitor the Insurance Industry Regulatory Authority (IA) policy changes and other relevant regulatory updates to ensure market activities and promotional content comply with regulatory requirements and the company's compliance standards.
Responsible for brand management, unify the company's external image and communication style, and ensure that all promotional materials (including digital and printed products) comply with brand guidelines and quality standards.
Write and review various types of market copy, such as product descriptions, press releases, social media posts, email content and sales tools, to ensure information is accurate and attractive.
Execute digital marketing strategies, manage the company's official website, social platforms (such as Facebook, LinkedIn, Instagram) and email promotion activities, and enhance online visibility and user engagement.
Analyze digital marketing key performance indicators (such as traffic sources, click-through rate, conversion rate, customer acquisition cost), and optimize ad placement and content strategy based on data feedback.
Support the market demand of various sales channels (including insurance brokers, bank insurance channels and direct sales teams) by providing customized promotion solutions and sales assistance materials.
Plan and execute various market activities, such as new product launch events, customer lectures, industry exhibitions and sponsorship projects, to ensure that the activities are smoothly carried out and achieve the expected results.
Create multimedia sales support materials, including product manuals, slide presentations, promotional videos, and training documents, to enhance the professional communication skills of the sales team.
Monitor market promotion budget usage, control cost expenses, and ensure effective resource allocation and maximum investment return.
Ensure that all market promotion materials and activities strictly comply with IA advertising guidelines, fair treatment of customers, and internal compliance procedures.

Work requirements

Holding a bachelor's degree in science and technology, business, marketing, communication, business administration, finance or related disciplines; with solid commercial and market knowledge base.
Welcome fresh graduates and inexperienced applicants, those with 1 to 3 years of market-related work experience in financial services, professional services or the insurance industry are preferred.
Preference will be given to those with a Hong Kong insurance intermediary license or relevant professional qualifications (such as CFP, HKIM); if not licensed, they must be willing to take the relevant exams after employment through company support.
Proficient in using digital marketing tools, including Google Analytics, social media advertising management platforms (such as Meta Ads Manager), CRM systems, etc., with data tracking and analysis capabilities.
Able to operate design software for basic visual editing, such as Adobe Creative Suite (Illustrator, Photoshop) or Canva; those with good aesthetic judgment are especially recommended.
Have excellent writing and expression skills in Chinese and English, and be able to independently write professional, clear and persuasive market copy.
Familiar with the Hong Kong Insurance Authority's (IA) compliance requirements for advertising and market promotion, and placing great importance on compliance culture and risk management.
Have good project management skills, be able to deliver high-quality results on time in a multitasking environment, and effectively coordinate internal and external resources.
Data-driven thinking, good at interpreting marketing data and proposing optimization suggestions based on it, and improving overall promotion benefits.
Have cross-department collaboration experience, be able to maintain efficient communication with product development, sales teams, compliance units and external suppliers.
Personal traits require attention to detail, pursuit of excellence, and high demands on brand image and content quality.
Have business acumen, understand the core value of insurance and financial planning products, and be able to transform complex concepts into easily understandable information.
Active and proactive, with independent work ability, able to handle sudden situations and seek solutions under pressure.