Transformation Partner – Simplification & Efficiency Lead

aia; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

aia in Hong Kong is seeking a Transformation Partner who will ensure customer-centric outcomes and efficiency in operations. The role requires at least 8 years in the Insurance and Financial industry and emphasizes strategic thinking and project management skills.

The successful candidate will lead process reengineering initiatives, drive strategy execution, and collaborate cross-functionally to achieve key outcomes while elevating customer experience.

Qualifications

• At least 8 years of experience in Insurance and Financial industry.
• Solid transformation experience preferred.
• Experience in consulting advisory is a plus.

Responsibilities

• Act as a trusted partner for business functions.
• Drive strategy execution to achieve defined outcomes.
• Lead process reengineering initiatives to enhance operational effectiveness.

Skills

Strategic thinking

Leadership

Project management

Analytical skills

Communication

Problem-solving

Adaptability

Customer-centric mindset

Education

Bachelor degree in Business

Postgraduate degree

Job description

About the Role

Customer Centricity - 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.

The role operates as a dual-hatted position: (1) a Transformation Partner for responsible functions, driving end-to-end strategy planning and execution; and (2) a domain SME, leading simplification and efficiency initiatives while ensuring alignment with enterprise strategy. It translates strategic priorities into actionable plans, delivers measurable outcomes, and leverages deep expertise in process reengineering, productivity improvement, and target operating model design to shape, challenge, and enhance transformation initiatives for sustainable impact.

Roles and Responsibilities

Transformation Partner – Strategy & Execution

• Act as a trusted partner to assigned business functions, translating strategic priorities into actionable plans, workstreams and measurable milestones
• Provide strategic advice and perspective to business functions, shaping initiatives and challenging assumptions to strengthen alignment with enterprise priorities
• Drive end-to-end strategy execution, ensuring initiatives are delivered on time and achieve defined outcomes
• Partner with the Strategy team to support development of business cases and annual strategic plans, ensuring strong linkage between strategy, investment and execution
• Align on key outcomes, KPIs and targets, and track progress through a disciplined performance management rhythm
• Operate as a single, accountable execution engine with clear priorities, ownership, and delivery cadence across initiatives
• Provide data-driven insights and recommendations to improve performance and outcomes
• Facilitate coordination across teams to ensure integrated and consistent delivery

Domain SME – Simplification & Efficiency

• Lead process reengineering initiatives to streamline workflows, eliminate inefficiencies, and enhance operational effectiveness
• Drive productivity improvements and cost efficiency opportunities across functions
• Conduct in-depth reviews and support the design of optimized organisational structures and target operating models
• Ensure alignment with Group Office Future of Work (FoW) initiatives and standards
• Provide expert input, challenge existing practices, and shape more efficient and scalable solutions

Job Requirements

• A Bachelor degree in Business, post graduate degree is a plus
• At least 8 years of working experience in Insurance and Financial industry
• Solid transformation experience is preferable
• Experience in consulting advisory is preferable
• Has worked in various business functions within an Insurance / Financial institution
• Proficient practitioner in project management and has led major cross function teams in projects
• Strong understanding of TOM, organisation design, and workforce optimisation
• Strong analytical and problem-solving capabilities
• Excellent leadership skills, team player and ability to influence
• Excellent communication skills and able to communicate with senior executives effectively
• Strategic thinking and judgment
• Strong drive for results and accountability
• Ability to challenge constructively and influence outcomes
• High adaptability in complex environments
• Proficient in English and Chinese written and presentation skills
• Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
• The role holder demonstrates a strong commitment to understanding and addressing customer needs

Others

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