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Drives digital business transformation across customer operations by optimizing processes, developing product roadmaps, translating requirements into user stories, supporting system enhancements, and coordinating testing, implementation, training, and production support. The role collaborates with operations leaders, product owners, IT delivery teams, vendors, and external partners to improve efficiency, deliver technology and procedural changes, and achieve operational goals.

Supports corporate compliance across Hong Kong and Macau insurance entities, specializing in CRS/FATCA and outsourcing compliance. Responsibilities include maintaining compliance frameworks, monitoring regulatory developments, preparing governance reports, managing regulatory databases, investigating incidents, overseeing remediation, supporting Code of Conduct programs, and leading compliance projects. The role advises stakeholders, develops procedures and training, coordinates board and committee reporting, and helps ensure adherence to insurance regulations, Group policies, and local requirements.

Leads the Shanghai pricing team and supports product pricing strategy for life insurance products. Responsibilities include sustainable profitable growth, pricing research and development, assumption setting, modelling, ALM, investment and risk management, regulatory preparation, product strategy, performance monitoring, stakeholder management, and guidance for pricing projects. The role requires a qualified actuary with extensive life insurance pricing and valuation expertise.

Oversee end-to-end insurance campaign initiatives across multiple channels, including offer design, campaign execution, customer insight analysis, communication materials, stakeholder coordination, post-campaign enquiries, and appeals management. Drive innovative campaign strategies, business growth, profitability, and timely product implementation while collaborating with operations, agency, distribution, and marketing teams.

Drive the Elite Academy recruitment funnel, agency pipeline, and performance management initiatives. Develop recruitment and go-to-market strategies, oversee recruit coding and selection, analyze conversion data, manage training and reporting processes, support bonus and commission administration, coordinate digital marketing activities, and advise Sales teams on agency growth, retention, and performance improvement.

Develop and manage AIA’s bancassurance partnership with BEA by achieving insurance sales and branch KPIs, building relationships with bank leaders and frontline staff, and creating demand for AIA products. Provide product and sales training, coaching, operational support, and application-processing assistance. Communicate sales and marketing programs, organize localized bank events, monitor sales productivity, and ensure compliance with regulatory requirements and company policies.

Own and enhance agency recruitment and financing platforms, managing requirements, product backlogs, Agile delivery, UAT, testing, production support, and system stability. Partner with stakeholders to identify process improvements, analyze agency metrics, deliver complex core and digital projects, and support day-to-day platform operations. Ensure governance, availability, business continuity, and effective user experiences for the agency distribution channel.

Supports IT solution delivery and process improvements through business analysis, requirements gathering, workflow documentation, and stakeholder collaboration. Leads SIT and UAT activities, develops test scenarios and scripts, evaluates test outcomes, and manages defect remediation. The role also facilitates requirements clarification with developers and testing teams and identifies improvements to business and IT processes.

Develop and deliver training curricula covering insurance products, services, and selling techniques for agents and partners. Conduct gap analyses, create training plans and materials, coordinate training sessions, evaluate program effectiveness, and implement improvements. The role also supports workflow enhancement, business policy alignment, and long-term growth.

Maximize sales of AIA products and services through bank partnerships. Build long-term relationships with key bank decision-makers, create customer demand, and develop and administer sales and distribution programs for the bancassurance channel. Manage assigned accounts or support broader account teams while achieving individual and team sales quotas and AIA business objectives.