FIND YOUR 'BETTER' AT AIA
We 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 Role
Support the Associate Director in driving financial planning, performance management, and strategic initiatives across Pension, Employee Benefits, and IVS business lines. The role will contribute to budgeting, forecasting, expense control, and sales strategy execution, with a strong focus on operational excellence and stakeholder collaborationA core focus of this position is to ensure robust departmental General Operating Expense (GOE) management, reinforcing financial discipline and cost efficiency. The incumbent will also be responsible for enhancing management reporting frameworks to provide timely, insightful updates to senior leadership
Roles and Responsibilities:
Expense Management
- Champion a culture of financial discipline by enforcing budgetary controls and promoting cost-conscious decision-making across all CS functions
- Monitor and manage operating expenses to ensure alignment with strategic objectives and financial targets
- Lead regular expense review sessions with section heads to identify cost-saving opportunities, enhance transparency, and drive accountability
Finance Management and Planning
- Support the preparation and consolidation of financial forecasts and annual budgets across CS business lines
- Analyse key performance indicators (e.g., VONB, OPBT, TWPI, AUM) to inform business reviews and strategic decisions
- Coordinate with cross-functional teams to ensure timely, accurate, and insightful financial reporting
Sales Strategy Support
- Partner with Distribution teams to execute sales strategies and campaign initiatives that drive business growth
- Assist in the design and administration of incentive programs, ensuring alignment with business objectives and performance goals
- Provide analytical support to evaluate the effectiveness and impact of sales initiatives
Pension Portfolio Management
- Deliver analytical and operational support on pension-related matters, including new fund setup, assumption reviews, and regulatory responses
- Collaborate with Finance and Actuarial teams to ensure compliance with regulatory standards and sound financial governance
- Prepare documentation and participate in Fund Review Committee meetings as required
Job Requirements:
- Bachelor degree in Business Management / Accounting / Commerce / Finance
- At least 5 years reporting working experience in an Insurance Company/ Fund management company preferable
- Proficient computer software skills (MS Word, Excel, PowerPoint and Access)
- Staff management development skills
- Staff coaching and counseling skills
- Problem solving skills
- Data Analytics skills
- Fluent written and spoken English and Chinese / Cantonese
Others:
- You are required to obtain relevant licence if your job involves in regulated activities.
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
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.
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