Agency Strategy, Principal

AIA Hong Kong and Macau; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

AIA Hong Kong and Macau is seeking a data-driven strategy professional to drive core agency initiatives through analytics and structured problem solving. The role focuses on translating strategy into actionable plans and delivering measurable business impact.

You will work with cross-functional teams, build analytical models and dashboards, and communicate insights in English and Chinese to senior stakeholders in a fast-paced environment.

Qualifications

• 8–12 years of experience in strategy, consulting, analytics, or financial services.
• Strong data and analytical skillset.
• Experience with Excel, Power BI, Tableau.
• Strong communication in English and Chinese (written and verbal).
• Self-driven, proactive, and able to operate in a fast-paced environment.

Responsibilities

• Lead execution of key agency strategic initiatives and cross-functional projects.
• Translate strategic direction into structured workplans, timelines, and deliverables.
• Develop analytical models, dashboards, and visualisations to identify opportunities and trends.
• Partner with internal stakeholders to align on priorities and report progress to senior stakeholders.
• Manage and support multiple strategic initiatives ensuring quality and timely delivery.

Skills

Data analysis

Modeling

Dashboards

Data visualization

Cross-functional collaboration

English/Chinese communication

Tools

Excel

Power BI

Tableau

Job description

FIND YOUR 'BETTER' AT AIAWe don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.If you believe in better, we’d love to hear from you.About the RoleDrive the execution of key agency strategic initiatives by leveraging data, analytics, and structured problem solving. Support senior stakeholders in translating strategic priorities into actionable initiatives and delivering measurable business impact.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.Roles and Responsibilities:1. Strategy Execution & DeliveryLead execution of key agency strategic initiatives and cross-functional projectsTranslate strategic direction into structured workplans, timelines, and deliverablesEnsure effective implementation and delivery of initiatives to achieve business outcomes2. Data & Insight GenerationLeverage data analytics to generate actionable insights to support business decisions and strategic initiativesDevelop analytical models, dashboards, and visualisations to identify opportunities and trendsApply data-driven approaches to support initiative design, prioritisation, and optimisation3. Stakeholder ManagementPartner with internal stakeholders (e.g. Agency Distribution, Product & Proposition, C&M, S&T, Finance, etc) to align on priorities and executionSupport communication of recommendations, insights, and progress updates to senior stakeholdersFacilitate cross-functional collaboration to ensure timely and effective delivery4. Project & Initiative SupportManage and/or support multiple strategic initiatives simultaneously, ensuring quality and timelinessContribute to the development and refinement of new initiatives to enhance agency growth and productivitySupport strategic planning cycles and key business transformation effortsMinimum Job Requirements:8–12 years of experience in strategy, consulting, analytics, or financial servicesStrong data and analytical skillset, including experience with:Data analysis and interpretationBuilding models, dashboards, or data visualisation (e.g. Excel, Power BI, Tableau or similar)Proven ability to translate data into clear, actionable business insightsStrong structured problem-solving and critical thinking skillsExperience managing projects and working across multiple stakeholdersStrong communication skills in English and Chinese (written and verbal)Self-driven, proactive, and comfortable operating in a fast-paced environment.Insurance / financial services experience preferredThe incumbent is required to obtain relevant license if the job involves in 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.