Assistant Manager/ Manager, Business Planning & Analysis, Direct Business COE | 人才服务办公室

职位描述

About FWD Group

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit www.fwd.com.hk

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, 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
• Adopt controls and governance on sales performance data, and financial & risk assessment on campaigns
• Formulate the business plan with necessary data analysis for senior management review
• 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
• Define and create business datamarts/datasets, measures, KPIs and dashboards to empower data analytic capability across functional teams
• Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement
• Translate business idea into a sound financial model and provide business proposal for senior management decision
• Study and understand company’s business processes and applications, including their effect on data and reporting, and applies the knowledge
• Assemble performance statistics, analyzes and make recommendations for improvements
• Partner with Data Science team to provide advanced analytic and model building
• Prepare month performance and strategy deck for senior management, Direct Sales compensation review and P&L management
• Support Salary & Compensation calculation for Direct Telemarketing sales
• Sales incentive arrangement support

The Person

• University graduate major in Finance, Business Administration or related disciplines
• 8+ years of solid experience in financial planning and/or business analysis in the Insurance industry
• Experience in actuarial/Python/R is a plus
• Possess proficiency in data management and information usage
• Good team player with strong interpersonal and communication skills
• Strong analytical and problem-solving skills
• Knowledge in insurance products and operation process is preferred
• Good computer skills in Word, Excel PowerPoint
• 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, sex, disability or family status in employment process.