Jobs / FWD / Senior Manager, Business Planning & Analysis, Direct Business COE
chevron_leftBack
Senior Manager, Business Planning & Analysis, Direct Business COE
FWD
placeHong Kong - Hopewell Centre
Posted on FWD website on 12 Mar 2025 (about 1 month ago)
FWD logo

About FWD Group

FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/.

The Job:

  • Lead a team to support the overall strategic planning, sales performance, compensation scheme, P&L, CRE and Pay-roll management of Direct Business

  • Analyse and evaluate business performance, conduct financial forecast and budget, identify opportunities and threats, recommend action plans, and conduct monthly review with senior management

  • Work closely with Finance team to ensure each KPIs in the P&L are fulfilled and to optimize the revenue and expenses to achieve the desirable IRR for the business model

  • Create informative, actionable, and regular reporting that highlights relevant business trends and opportunities for improvement

  • Prepare monthly performance and strategy deck for senior management, Direct Sales compensation review and P&L management

  • Formulate the business plan with necessary data analysis for senior management review

  • Translate business idea into a sound financial model and provide business proposal for senior management decision      

  • Implement compensation scheme for direct business channels from end to end

  • Support salary & compensation calculation for Direct Telemarketing sales

  • Support sales incentive arrangement

  • Adopt controls and governance on sales performance data, and financial & risk assessment on campaigns

  • Define and create business datamarts/datasets, measures, KPIs and dashboards to empower data analytic capability across functional teams

The Person:

  • University graduate major in Finance, Actuarial Science, Statistic, or related disciplines

  • Big 4 or actuarial consulting experience also considered

  • 10+ years of related solid experience in Insurance or Financial Services

  • Expertise in life insurance with good knowledge of business and products

  • Strong communication and leadership skills with the ability to build camaraderie across levels and business functions

  • Result oriented, able to manage expectation, work under tight deadlines and manage competing priorities

  • Strong business acumen with ability to communicate complex concepts and results in a clear, concise, and easy to understand manner

  • Excellent proficiency in MS Office (Excel, VBA, Access), SQL, Python and PI tools

  • Able to work in an evolving and dynamic environment

  • Fluency in verbal and written English communications

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.

chevron_leftBack to Jobs
FWD logo
FWD Group is an insurance company based in Hong Kong. Founded in 2013 as the insurance arm of Pacific Century Group, the company provides life and medical insurance, general insurance and employee benefits in Asia.
Websitelaunch
Careerslaunch