Assistant Manager, CMI Recruitment & Productivity Strategy

Sun Life Financial; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Sun Life Financial in Hong Kong is seeking a data- and analytics-driven professional to join our Business Strategy & Planning team. You will analyze recruitment growth, performance, and market trends to identify opportunities and support strategic priorities.

The role focuses on reporting, KPI management, cross-functional collaboration and project coordination. Strong Excel, Power BI and data visualization skills are essential, with fluency in English and Cantonese/Mandarin.

Qualifications

• Degree holder from a recognized university.
• Major in Business Administration, Statistics, Data Analytics or related disciplines is preferred.
• Minimum 3–5 years of relevant experience in business analytics, reporting, business planning, performance management, sales support or related functions.
• Proven experience in preparing management reports, business analysis and performance dashboards.
• Experience in insurance, financial services or agency distribution support would be an advantage.
• Good command of spoken and written English and Chinese (Cantonese and Mandarin).

Responsibilities

• Coordinate with relevant departments on strategic initiatives, reporting requirements and project implementation.
• Support execution of business initiatives through budget administration, initiative tracking and performance monitoring.
• Identify opportunities for process enhancement and operational efficiency through data analysis and business insights.
• Provide operational support for recruitment events and related initiatives where required, including pre-event coordination and post-event follow-up.

Skills

Advanced Excel

Data analysis

Dashboards

Power BI

Education

Bachelor's degree in Business, Statistics, Data Analytics or related

Tools

Power BI

Power Query

VBA

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Business Strategy & Planning

Support the formulation, execution and review of CMI agency recruitment and business growth strategies. Analyze recruitment performance, agency productivity and market trends to identify growth opportunities, performance gaps and business challenges. Provide business insights and recommendations to support management decision-making, strategic planning and prioritization of recruitment initiatives. Support business planning and growth initiatives through performance monitoring, market analysis and strategic recommendations.

Performance Management & Analytics

Own and enhance recruitment, contest, productivity and agency performance reporting frameworks to support KPI management and business reviews. Prepare, analyze and interpret management reports, dashboards and business updates, highlighting key trends, exceptions, risks and recommended follow-up actions. Consolidate, validate and reconcile data from multiple sources to ensure accuracy, completeness and integrity of business information. Translate complex data into clear observations and practical recommendations for senior management discussions.

Business & Project Management

Coordinate with relevant departments and business partners on strategic initiatives, reporting requirements and project implementation. Support the execution of business initiatives through budget administration, initiative tracking and performance monitoring. Identify opportunities for process enhancement and operational efficiency through data analysis and business insights.

Event & Operational Support

Provide operational support for recruitment events and related initiatives where required, including pre-event coordination, on-site support, participant registration, logistics arrangement and post-event follow-up. Manage event-related reporting, attendance tracking and post-event effectiveness assessment to support future business planning.

Requirements

• Degree holder from a recognized university.
• Major in Business Administration, Statistics, Data Analytics or related disciplines is preferred.
• Minimum 3–5 years of relevant experience in business analytics, reporting, business planning, performance management, sales support or related functions.
• Proven experience in preparing management reports, business analysis and performance dashboards.
• Experience in insurance, financial services or agency distribution support would be an advantage.
• Good command of spoken and written English and Chinese (Cantonese and Mandarin).

Technical Skills

• Advanced proficiency in Microsoft Excel is essential, including complex formulas, data modelling, dashboard development, reconciliation and automation.
• Strong experience in management reporting, business analysis and performance tracking.
• Knowledge of Power BI, Power Query, VBA or other data visualization / automation tools would be an advantage.
• Ability to translate complex data into meaningful business insights and recommendations.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact.

We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category: Channel Management Posting End Date: 30/01/2027

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers