Senior Manager, Strategy & Transformation

Prudential Hong Kong Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Prudential Hong Kong Limited seeks a Senior Manager for Strategy and Transformation to support the CSTO and Director. You will coordinate strategic initiatives, monitor performance, and provide insights to executives across Wealth, LBUs, and Bermuda operations.

The role involves translating priorities into detailed plans, tracking delivery, and managing risks while collaborating with Finance, Actuarial, Legal and Group stakeholders. Strong analytical and communication skills are essential.

Qualifications

• 7–10 years of experience in strategy, transformation, or related roles.
• Experience supporting cross‑functional strategic initiatives and executive reporting.
• Proven ability to analyse performance and prepare strategic papers.
• Experience with wealth and financial services is preferred.

Responsibilities

• Develop and execute Wealth strategy, planning, budgeting and transformation roadmaps.
• Translate priorities into initiative plans with milestones and ownership.
• Maintain a consolidated portfolio view and track benefits and risks.
• Support Bermuda/ offshore strategy and cross‑border collaboration.
• Create dashboards and management reports for executives and governance.

Skills

Strategic planning

Transformation leadership

Portfolio management

Analytical skills

Power BI

SQL/Python

Communication

Education

Bachelor’s degree in Business, Finance, Economics, Actuarial Science or related discipline

Tools

Power BI

Tableau

SQL

Python

Job description

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The Senior Manager, Strategy and Transformation will support the Chief Strategy and Transformation Officer (“CSTO”) and Director, Strategy and Transformation in executing Prudential Wealth’s strategic and transformation agenda across the Group. The role will coordinate strategic initiatives, monitor business and transformation performance, and provide the analysis and management information required to support executive decision‑making. Working across Wealth functions, Group stakeholders and Local Business Units (“LBUs”), the Senior Manager will help translate strategic priorities into detailed plans, track delivery and benefits, and escort risks or decisions requiring management attention. The role provides broad exposure to the Wealth business, including High Net Worth (“HNW”), Bermuda‑based operating models, international distribution, product development, capital considerations, and transformation delivery.

Key Responsibilities

Strategic Planning and Analysis

Support development and execution of Wealth strategy, businessplanning, budgeting, ACR managementand transformation roadmaps. Conduct market, competitor, customer and industry research to inform strategic priorities. Analyse business performance and develop insights and recommendations for management. Support evaluation of growth opportunities across products, markets, channels, and customer segments. Prepare strategic papers, presentations, and analysis for executive meetings and workshops.

Strategy Execution

Translate strategic priorities into detailed initiative plans, milestones, deliverables, and accountabilities. Coordinate delivery across functional teams such as Customer & Marketing, Finance and Actuarial, Risk and Compliance, Legal, LBUs and Group stakeholders. Track progress, dependencies, risks and issues, and support timely resolution or escalation. Support project mobilisation and implementation of new strategic initiatives while documenting progress and key decisions.

Portfolio and Performance Management

Maintain the consolidated portfolio view of Wealth’s strategic and transformation initiatives. Develop performance measures, dashboards and management reports covering delivery status, performance, and value realisation. Track financial and non‑financial benefits against approved business cases, analyse variances, and identify areas requiring management intervention. Support regular portfolio reviews and executive governance meetings.

HNW and Bermuda Strategy

Support the development and implementation of strategies for HNW and UHNW customers, products, and distribution models. Conduct analysis on Bermuda‑based insurance and reinsurance structures to inform strategic recommendations and business decisions. Coordinate with Finance, Actuarial, Investments, Risk and Reinsurance teams to gather inputs and support analysis of capital, liquidity and risk transfer considerations. Coordinate and track execution of the Group Wealth strategy across Hong Kong, Singapore and participating LBUs, monitoring progress, risks and key deliverables.

Data, Insights and Decision Support

Collect and analyse information from Finance, Product, Distribution, Operations, and other functions. Develop data‑driven insights to support planning, prioritisation and business decisions. Support scenario analysis, financial assessment, and quantification of initiative benefits. Improve the quality and efficiency of reporting through appropriate analytics and automation.

Transformation Governance

Support governance processes for strategic and transformation initiatives. Ensure initiative owners comply with agreed planning, reporting and approval requirements. Coordinate governance materials, meeting agendas, decisions and follow‑up actions. Monitor changes to scope, budget, timelines, and benefits. Promote consistent project and portfolio management practices across Wealth. Support the development of Strategy and Transformation methodologies, templates, and playbooks.

Stakeholder Coordination and Communications

Work across Wealth, Group functions, and LBUs to gather inputs and drive alignment. Support preparation of updates for Group, Executive Committee, Board updates and papers, and other governance forums. Coordinate workshops and working sessions to resolve issues and progress initiatives. Support staff communications relating to strategy and transformation. Build effective relationships with stakeholders at different organisational levels.

Requirements and Qualifications

Bachelor’s degree in Business, Finance, Economics, Actuarial Science or a related discipline. 7–10 years of experience in strategy, transformation, project management, consulting, finance, or business performance. Experience within insurance, reinsurance, wealth management or financial services preferred. Demonstrated experience supporting cross‑functional strategic or transformation initiatives. Experience developing management reports, dashboards, and executive presentations. Experience in business‑case development, benefits tracking, or portfolio management. Ability to structure complex problems and convert analysis into clear recommendations. Strong analytical, written, and verbal communication skills.

Preferred Experience and Technical Capabilities

Experience in HNW, offshore insurance, international distribution or related Wealth businesses. Understanding of life insurance products, financial performance, and operating models. Familiarity with Bermuda insurance or reinsurance structures. Professional qualifications such as CFA, CPA, actuarial qualification, PMP, or equivalent. Proficiency in PowerPoint and Excel. Experience with Power BI, Tableau, SQL, Python or similar analytical tools is advantageous.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part‑time / fixed‑term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third‑party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements. We are Prudential. For Every Life, For Every Future. Prudential plc provides life and health insurance and asset management to 18 million customers across 24 markets in Asia and Africa. We are headquartered in London and Hong Kong and are focused on four strategic regions: Greater China, ASEAN, India and Africa. We are served by around 68,000 average monthly active agents and more than 200 bank partners. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom. Find out more at www.prudentialplc.com Follow us on LinkedIn