Global HNW Strategy, Proposition & Transformation, Senior Principal

Posted 15 Hours Ago
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2 Locations
In-Office or Remote
Senior level
Insurance • Financial Services
The Role
Leads global high-net-worth strategy, PMO governance, cross-market performance optimization, cross-border referral models, and new-market expansion across Asia. Oversees strategic planning, KPIs, benchmarking, governance forums, licensing and entity setup initiatives, regulatory alignment, and cross-functional delivery. Partners with Finance and Actuarial teams on capital efficiency, product margins, and incentives while engaging senior stakeholders across multiple jurisdictions.
Summary Generated by Built In

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


Focusing on Global HNW Strategy, PMO & Governance and New Markets Expansion
Drives Global HNW strategic development and planning, cross-market governance, performance optimization, and international market expansion across Hong Kong, Singapore, and emerging markets.
Serves as the central Program Management Office (PMO) lead to drive global alignment and govern multi-market strategic priorities with senior management stakeholder management.
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:


HNW Strategic Development, Planning & Benchmarking

·         Lead global HNW strategy and execute strategic plans, set regional KPIs, manage portfolio health, and deliver regular competitive benchmarking studies to identify high-priority market opportunities.

PMO & Cross-Functional Governance

·         Run the central Program Management Office (PMO) to track strategic milestones and drive cross-functional delivery, establishing and facilitating SteerCo and ExCo structures across group, regional, and local leadership and delivery teams in HK, SG, and other markets.

Cross-Border Referral Model and Execution

·         Lead the feasibility study, development and execution of the cross-border Referral Model and launch across markets with distributions, legal and compliance teams to ensure robust quality control and governance.

New Market Expansion and Licensing Initiatives

·         Manage end-to-end project workstreams for new international market entry and local entity/license setups, including feasibility assessments, scope definition, and operational readiness.

Incentives and Performance Management

·         Partner with Finance and Actuarial team on performance management initiatives to optimize capital efficiency, product margins, and sales incentive frameworks while aligning governance across markets.

Support for Regulatory Alignment

Coordinate regulatory alignment with management presentations or reporting across multi-jurisdictional regulators.


Job Requirements:

  • University degree in Business, Finance, Economics, Strategy or a related discipline; a relevant postgraduate qualification is an advantage.
  • Typically 8–12 years of relevant experience in strategy, business planning, transformation, programme management or HNW business.
  • Strong track record in translating strategy into actionable roadmaps, KPIs and governance routines, and in managing complex cross-functional initiatives across multiple markets.
  • Hands-on experience in project governance, including milestone tracking, risk and dependency management, preparation of SteerCo or ExCo materials, and timely escalation of issues.
  • Good understanding of the HNW or UHNW customer segment, cross-border business models, distribution ecosystems and relevant market trends.
  • Experience supporting cross-border referral models, new-market feasibility assessments, market entry, entity setup or licensing initiatives is preferred.
  • Commercial and financial acumen, with the ability to interpret business performance, product margins, capital considerations and incentive frameworks.
  • Sound understanding of legal, risk, compliance and regulatory considerations relevant to multi-jurisdictional financial services initiatives.
  • Strong analytical, problem-solving and project management capabilities, with the ability to work independently, manage competing priorities and deliver high-quality outputs within tight timelines.
  • Effective written and verbal communication, stakeholder management and influencing skills, with confidence engaging senior management, regional and local teams, external advisers and business partners

Others:

  • You are required to acquire 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.

Skills Required

  • University degree in Business, Finance, Economics, Strategy, or a related discipline
  • 8–12 years of relevant experience in strategy, business planning, transformation, programme management, or HNW business
  • Track record translating strategy into actionable roadmaps, KPIs, and governance routines
  • Experience managing complex cross-functional initiatives across multiple markets
  • Hands-on project governance experience, including milestone tracking, risk and dependency management, SteerCo or ExCo materials, and issue escalation
  • Understanding of HNW or UHNW customers, cross-border business models, distribution ecosystems, and market trends
  • Experience with cross-border referral models, new-market feasibility, market entry, entity setup, or licensing initiatives
  • Commercial and financial acumen, including business performance, product margins, capital considerations, and incentive frameworks
  • Understanding of legal, risk, compliance, and regulatory considerations for multi-jurisdictional financial services initiatives
  • Strong analytical, problem-solving, and project management capabilities
  • Effective written and verbal communication, stakeholder management, and influencing skills
  • Relevant postgraduate qualification
  • Acquire relevant license(s) if the role involves regulated activities
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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