Partnership Strategy & Analytics, Principal

Hong Kong·Hk-Aia Hong Kong & Macaulead

AnalyticsData & AI

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Requirements Summary

University degree with over 8 years working experience in insurance/financial services, management consulting or corporate strategy Qualification of CPA,

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AnalyticsData & AI

About the Role

~1 min read

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Responsible for developing strategic plans at group, entity, or function level to ensure continued success of growth and profitability.

Responsibilities

~1 min read

→Drive the formulation of overall PD strategy and integrated business plans with sales channels
→Lead and drive new partnership business development and collaborate with stakeholders to deliver the desired outcome
→Manage strategic plan development/ budget planning/ forecasting process/ sales target setting
→Provide and manage management and performance reporting with insightful analysis and recommendations to various management groups and stakeholders
→Analyze performance across revenue and expenses lines to identify and explore business opportunities
→Monitor and keep track of business initiatives and provide timely updates and recommendations to the management
→Observe market trends, changes and developments to identify opportunities and challenges, and provide ideas and assessment to maximize business strength and opportunities
→Collect and analyze market needs from various sources (e.g. sales, customers, opinion leaders, market statistics and research) with insights for management team to formulate business plan for PD
→Define, drive and develop sales incentive scheme for sales channels
→Ensure compliance with local budget and expense guideline, establish and maintain appropriate internal controls
→Communicate business directions to PD staff via different platforms to align expectations and increase staff engagement
→Perform other responsibilities and duties periodically assigned by direct manager and department heads in order to meet business needs

Requirements

~1 min read

University degree with over 8 years working experience in insurance/financial services, management consulting or corporate strategy
Qualification of CPA, MBA or equivalent preferred
Proven experience in financial analysis, management reporting, strategic planning
Innovative, curious and courageous to share insights and propose new ideas in business solution
Strategic, analytical, and growth mindset, self-motivated and result-oriented
Strong interpersonal and time management skills
Able to work under pressure, multitasking, and meet tight deadlines
Be a team player
Strong in MS Excel and PowerPoint tools for developing financial models, data analysis and management presentation
Good command of written & spoken Chinese and English

You are required to obtain the relevant license(s) if your job involves regulated activities

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