Senior Strategic Partnerships & Analytics Leader

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

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.