Senior Manager, Business Planning

4 days ago

hong kong, Hong Kong SAR China FWD Life Insurance Company (Bermuda) Limited Full time

Senior Manager, Business Planning & Analysis, Direct Business COE FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer‑led and tech‑enabled approach aims to deliver innovative propositions, easy‑to‑understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest‑growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828. For more information, please visit For more information about FWD Hong Kong, please visit The Job Support the strategic planning, sales performance tracking, compensation scheme, P&L, 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 KPI is 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. Support sales incentive arrangement and sales salary & compensation calculation. 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 Bachelor’s degree in Finance, Business Administration, or a related discipline. A major in Quantitative Finance is preferred. At least 10+ years of solid experience in financial / business planning in insurance industry. Previously in management consultancy is highly preferred. Good knowledge in insurance products and market dynamics. Strong business acumen and analytical skills with the ability to leverage data and analytics to gain actionable insights. Proficiency in SQL, Python, Power BI, and other data analysis tools is essential. Excellent proficiency in MS Office applications (PPT, Excel, VBA, Access). Ability to craft compelling narratives for senior executive audience and collaborate effectively across the team. Result oriented, able to manage expectation, work under tight deadlines and manage competing priorities. 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. #J-18808-Ljbffr

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