Partnership Strategy & Analytics, Principal

AIA; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

AIA in Hong Kong is seeking a senior strategy and corporate planning leader to drive customer value and growth. The role emphasizes a customer-first mindset, end-to-end ownership, and collaboration across teams to enhance the customer journey.

You will develop strategic plans at group level, manage budget, forecast, and report performance with insights to leadership; CPA/MBA preferred, English and Chinese proficiency required.

Qualifications

• University degree with 8+ years in insurance/financial services or related fields.
• CPA, MBA or equivalent preferred.
• Strong financial analysis and strategic planning experience.
• Proficiency in MS Excel and PowerPoint for modeling and presentations.

Responsibilities

• Drive formulation of overall PD strategy and integrated business plans with sales channels.
• Lead new partnership development and collaborate with stakeholders to deliver the desired outcome.
• Manage budget planning/forecasting process/ sales target setting.
• Provide and manage management 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 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.

Skills

Strategic planning

Financial analysis

Management reporting

Data analysis

Teamwork

Excel

PowerPoint

Multitasking

Bilingual CN/EN

Communication

Education

MBA

CPA

University degree

Tools

Excel

PowerPoint

Job description

Build a healthier and more sustainable future for everyone. At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities. Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role

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.

Roles and Responsibilities

• 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

Minimum Job Requirements

• 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

Others

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

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

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

"Better" starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.

View our AIA LinkedIn page

Bring your difference to AIA