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Handle inbound and outbound client service for Prospr portfolio: process policy changes, beneficiary updates, account reviews, and death claims; identify sales opportunities and refer clients to advisors; support chat triage; use digital tools; build relationships and resolve issues in a bilingual (FR/EN) environment with flexible hours.

Supports forecasting, budgeting, financial reporting, variance analysis, financial modeling, and financial close activities. Analyzes revenue, expenses, margins, accruals, billing, fees, and profitability. Prepares dashboards and recurring reports, validates financial data, investigates discrepancies, and provides insights for management decisions. Collaborates with Finance, Accounting, Pricing, Fund Operations, and Analytics stakeholders while improving reporting processes, controls, and documentation.

Lead enterprise data transformation by owning people, processes, and infrastructure to make data trustworthy, governed, and AI-ready. Align data strategy across IT and business, enable real-time decisioning, power AI initiatives, manage stakeholders, and build data team capabilities and architecture.

Leads enterprise pricing, product profitability, portfolio optimization, product innovation, and distribution incentive strategy for life and health insurance. Advises executive leadership on pricing governance, profitability, capital-efficient growth, and competitive positioning. Oversees product pricing execution, regulatory compliance, process improvement, and development of actuarial and product teams. Requires extensive actuarial expertise, senior leadership experience, and deep knowledge of Hong Kong insurance markets, product economics, and value optimization.

Leads the Business Analyst team and cross-functional initiatives spanning product launches, regulatory changes, operational enhancements, and platform modernization. Oversees requirements, process design, testing, implementation, governance, risk management, stakeholder alignment, change readiness, and benefits realization. Builds BA capabilities, manages resources, coaches team members, and drives process, control, digital, and operating-model improvements across insurance operations.

Designs and implements scalable AI and GenAI solutions, researches emerging technologies, develops AI agents and automation workflows, and creates technical design artifacts. The role enhances DevOps practices, integrates AWS capabilities, supports deployed applications, troubleshoots performance issues, and drives continuous improvement. The engineer collaborates with architects and Agile teams, communicates technical decisions to stakeholders, and mentors junior team members.

Recruit, onboard, train and coach developing financial advisors through their first four years. Drive advisor sales growth, ensure regulatory compliance, manage onboarding plans, escalate client complaints, and support operational effectiveness at the Financial Centre level.

Investigates long-term disability claims by auditing and triaging files, obtaining information, conducting claimant interviews, coordinating background checks and surveillance vendors, and evaluating claim credibility. The role manages multiple claims, documents findings, collaborates with case managers and clinical staff, identifies suspicious activity or misrepresentation, and may provide testimony or depositions in claim disputes.

Recruit, onboard, train and coach new financial advisors (first four years). Support licensing, business planning, product and sales training, prospecting, performance management, compliance, and district recruiting/production targets. Collaborate with district and head-office teams, monitor advisor activity, analyze data, handle escalations, and build community presence.

Coach recruitment consultants and field leaders on advisor recruitment, candidate engagement, pipeline management, and pre-contract sales execution. Develop recruitment playbooks, coaching guides, conversation frameworks, training resources, and standardized methodologies. Support high-priority recruitment opportunities, analyze conversion trends and pipeline barriers, provide surge capacity, and recommend improvements to leadership. Help establish scalable processes and best practices for a future national Recruitment Centre of Excellence.