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Lead bancassurance partnership management for Hong Kong and Macau: develop product propositions, sales and marketing plans, and process/platform initiatives; drive product development and market analysis; manage budgets and marketing spend; coordinate with bank partners and internal teams (Operations, Risk & Compliance) to deliver bancassurance strategic outcomes.

Manage bancassurance sales strategy and execution with bank partners: coach and train bank sales force, build partner relationships, implement sales activities, manage sales quality, report business performance, and collaborate internally to resolve issues.

The role involves operating a help desk for IA agents, managing inquiries from sales representatives, and leading related administrative tasks and documentation efforts while supporting related projects.

Lead growth of high-net-worth (HNW) and ILAS business through agency and bancassurance channels. Support, train, and coach agents; manage relationships with banking partners; monitor sales performance and campaigns; run workshops; coordinate case administration with operations to ensure efficient life insurance processing.

Review model run results and produce quarterly HKRBC results with movement analysis, annual audit/filing, ORSA reporting and solvency sensitivity testing. Validate model-change packages, support capital planning and monthly solvency estimates, and assist implementation and analysis of upcoming capital regime changes (e.g., Macau RBC, HKRBC rule review).

The Concept Designer visualizes customer journeys and designs engaging experiences while collaborating with stakeholders to enhance customer experience solutions.

Process indexing and back-office tasks for retirement operations, handling simple to complex work including licensing and rep maintenance. Capture information into systems, perform thorough checks to prevent financial errors, suggest process improvements, and follow established procedures under operations management.

Lead Canadian Retirement Member Processing Services by aligning onshore and offshore operations, improving service delivery and compliance, developing teams, driving process improvements, managing financial targets and KPIs, and advancing an offshore location strategy to achieve quality, retention, and efficiency goals.

Provide second-line information risk management oversight across markets: review change management, third-party risk, incident response, business continuity; deliver market advisory, monitor remediation, prepare governance inputs, engage stakeholders, and use internal risk tools for reporting and administration.

Support agency recruitment by partnering with leaders to coordinate campaigns, onboarding, events, and reporting; monitor KPIs; resolve recruitment issues; implement process improvements; provide on-site and operational support.