At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Sun Life Hong Kong x The Hang Seng University of Hong Kong MSc in Insurance Internship 2027

At Sun Life, you'll be part of a Hong Kong's leading insurer, where innovation, digital transformation, and a customer-first mindset come together to make a meaningful impact. We believe great careers start with great opportunities, which is why we're committed to providing students with real-world experience, continuous learning, and opportunities to grow.

What's this internship about?

Depending on your interests, you will be assigned to one of the functions below to begin your journey at Sun Life:

• Corporate-based Internship: Discover how a leading life insurer operates behind the scenes through exposure to the teams that support customer experiences, product delivery, operational excellence, and business transformation.

Available Functions:

• Life Operations
• Products
• Business Enablement & Initiatives
• Market Intelligence, Solutions & Product Communications & Productivity Academy
• Distribution

Who are we looking for?

• Current MSc Insurance students who are available for a part-time internship from January to June 2027.
• Able to commit 2.5 to 3 working days per week, subject to team requirements and academic schedule.
• Curious to explore how a leading insurer operates and interested in building a future career in insurance industry.
• Passionate about learning, taking on new challenges, and contributing ideas in a collaborative and fast-paced environment.
• Good command of English and Chinese.

What will you gain after the internship?

• A holistic understanding of how a leading insurer works behind the scenes to serve customers, develop products, and deliver exceptional experiences.
• Strengthen career-ready skills in data analysis, problem-solving, communication, presentation, and stakeholder collaboration.
• Hands-on exposure to digital transformation, AI adoption, process improvement, and customer experience initiatives.
• Expand your network with business professionals and explore future career pathways in insurance

Job Data by YubHub.

Responsibilities

• Manage pre-approval medical claims to ensure timely and accurate claim settlements
• Handle complex and high-value claims, making decisions and recommendations as needed
• Develop medical cost and quality control standards to improve claims processing efficiency
• Provide guidance, training, and support to junior claims assessors to ensure high performance
• Ensure compliance with regulatory requirements and internal policies
• Collaborate with Third-Party Administrators (TPAs) to resolve claims-related issues and identify process improvements

Requirements

• University degree, preferably in business, healthcare administration, or a related discipline
• Minimum 5+ years of relevant life insurance claims experience, with at least 2 years in a managerial role and TPA relationship management experience
• Excellent leadership skills
• Proficiency in data analysis and reporting
• Strong communication and interpersonal skills
• Quality assurance experience
• Knowledge of medical terminology and procedures
• Knowledge of regulatory requirements and compliance standards in the insurance industry

Benefits

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

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Through proactive relationship management and high-quality service delivery, you will drive client retention, member engagement and business growth, while supporting clients through their MPF needs and eMPF operations.

Job Responsibilities

• Manage and develop a portfolio of MPF employer accounts
• Build trusted relationships with employer HR contacts and senior management
• Identify and pursue cross-selling and business development opportunities
• Drive client retention through proactive account monitoring and engagement
• Support clients on eMPF platform operations and related matters
• Deliver professional presentations and facilitate client discussions and engagement activities

Job Requirements

• Strong client relationship management and stakeholder engagement skills
• Proactive approach with strong risk awareness
• Excellent presentation, communication and facilitation skills
• Solid project management and coordination capabilities
• Bachelor’s degree in Finance, Business Administration or a related discipline
• Minimum 3–5 years of experience in MPF, pension or employee benefits
• Insurance Intermediaries Qualifying Examination (IIQE) Papers 1, 3 and 4 required
• Full proficiency in English, Cantonese and Putonghua

At Sun Life, we offer a 5-day workweek, attractive salary, MPF, group life and group medical insurance, and excellent career development opportunities.

Job Data by YubHub.

Responsibilities:

• Manage training systems, maintain training records, and support training administration and operations
• Organize training schedules, venue arrangements, learning materials, and procurement-related activities
• Respond to training enquiries and provide training support to agency force and internal stakeholders
• Plan, promote, organize, and deliver foundational training programs for new onboarding agents
• Develop and maintain training materials, eLearning modules, and other learning resources
• Provide support to departmental initiatives, cross-team collaboration, and ad-hoc projects

Requirements:

• Bachelor's degree or above
• At least 3 years of related experience, preferably in learning and development, training, education, insurance, banking, or financial services industry
• Good command of both written and spoken English and Chinese
• Excellent communication and interpersonal skills
• Good organizational, presentation, and training facilitation skills
• Mature, independent, self-motivated, and able to work under pressure
• Hands-on skills with Microsoft Word, Excel, and PowerPoint
• Proficiency in promotion, poster design, video production, and multimedia content development would be an advantage

Benefits:

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

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Responsibilities:

• Develop and implement media relations strategies to enhance the company's public image
• Coordinate and manage award applications to recognize company achievements
• Create and distribute internal communications to keep employees informed and engaged
• Craft client-facing communications to maintain strong relationships and convey key messages
• Collaborate with various departments to ensure consistent messaging across all platforms
• Monitor and analyze media coverage and communication effectiveness
• Assist in crisis communication management when necessary
• Contribute to the development and execution of the overall communication strategy

Preferred skills:

• Strong written and verbal communication skills
• Excellent project management abilities
• Proficiency in social media management and digital communication tools
• Creative problem-solving skills
• Ability to work under pressure and meet deadlines
• Bilingual in Chinese and English (preferred)

Qualifications:

• Bachelor's degree in Communications, Public Relations, Journalism, or related field
• Minimum of 3-5 years of experience in a communications role
• Proven track record in media relations and award application processes
• Experience in internal and external corporate communications
• Familiarity with the financial services industry (preferred)

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Your responsibilities will include:

• Leading the design and execution of complex HNW client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning.
• Acting as the subject matter expert for HNW advisory, providing technical guidance and thought leadership on wealth structuring and legacy planning.
• Supporting and developing HNW capabilities across the organization through coaching, case consultation, training, and knowledge-sharing initiatives.
• Collaborating with internal and external stakeholders to develop differentiated HNW propositions and strengthen strategic partnerships with professional service providers.
• Monitoring market trends, regulatory developments, and emerging client needs to provide insights that support business strategy and proposition enhancement.
• Partnering with distribution leaders and advisors to support client acquisition, relationship deepening, and achievement of HNW business growth objectives.

Requirements:

• Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications.
• At least 12 years related experience, preferably in insurance/banking/finance industry.
• Strong understanding of the Hong Kong insurance market and interest in the insurance industry.
• Extensive knowledge of and practical experience with overseas trust structures.
• Proven in-depth understanding of the financial, taxation, and legal needs of Mainland China High Net Worth individuals.
• Familiarity with overseas taxation or legal systems and related client advisory requirements.
• Excellent presentation, communication, and stakeholder engagement skills; strong research, analytical, and learning capabilities.
• Good command of both written and spoken English and Chinese, including Cantonese and Mandarin.
• Well-established networks within taxation, legal, trust, or related professional services fields, with the ability to source and develop new business partners.

Benefits:

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

Job Data by YubHub.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

This is a newly created leadership role responsible for ensuring that strategic investments deliver measurable business outcomes, not just project completion. The role will establish the frameworks, governance, tools and capabilities needed to drive adoption, embed change and realise business value across the organisation.

Initially an individual contributor role, this position will work closely with senior executives, Finance, business leaders, programme teams and the Asia Transformation Office (Asia TO) to shape how transformation delivers value across SLHK.

Key Responsibilities

Enterprise Change Management

• Improve adoption and business outcomes of major transformation initiatives through effective change management.
• Work closely with Asia TO to design and implement standards and measures for change readiness, stakeholder engagement, communications, training, adoption and reinforcement.
• Implement readiness and value checkpoints across major initiatives.
• Provide executive insight on adoption, benefits delivery and risks to value across the portfolio.
• Build a federated network of change execution and business stakeholders.
• Build organisational capability through coaching, toolkits, communities of practice and leadership engagement.
• Drive continuous improvement change and benefits realisation capabilities.

Benefits Realisation

• Establish SLHK's benefits realisation framework and define standards for benefits tracking, ownership and reporting.
• Partner with Finance and Business to strengthen benefits activation and reporting, ensuring financial and non-financial benefits are measurable, tracked and actively managed.
• Identify risks to benefits delivery and drive corrective actions with initiative owners.

What Initial Success Looks Like

• Establish enterprise-wide Change Management and Benefits Realisation frameworks.
• Implement governance and reporting standards across strategic initiatives.
• Improve visibility of business benefits and adoption outcomes.
• Strengthen executive confidence in transformation investment and value decisions.

Experience & Qualifications

• 12+ years of experience in transformation, strategy execution, PMO, value realisation, change management or consulting.
• Proven experience designing and implementing enterprise-wide capabilities and operating models.
• Strong understanding of benefits realisation, business case management and value governance.
• Demonstrated success leading large-scale business, digital or operational transformation programmes.
• Experience working with senior executives and influencing across complex stakeholder environments.
• Financial services experience with regional or multinational experience preferred.
• Qualifications from Prosci, PMI or Lean are advantageous.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

Job Data by YubHub.

Job Responsibilities

• Lead end-to-end marketing support for new product launches and product refresh initiatives
• Develop launch plans, communication strategies, and go-to-market materials across distribution channels
• Coordinate cross-functional stakeholders to ensure timely and effective market launches
• Monitor launch effectiveness and recommend enhancements
• Lead the development of product brochures, sales presentations, product guides, battlecards, FAQs, training materials, and promotional content
• Translate complex product features into compelling customer benefits and advisor sales stories
• Develop customer-centric product value propositions and key messaging
• Support the articulation of product differentiation and competitive advantages
• Partner with Agency, Brokerage, Bancassurance, and other distribution teams to understand business needs
• Gather frontline feedback and incorporate insights into product communication and marketing strategies
• Lead and develop Product Marketing team members
• Prioritize resources across multiple concurrent product launches and campaigns
• Build strong partnerships with Product Proposition, Actuarial, Compliance, Marketing, Distribution, and Training teams

Job Requirements

• University degree in Business, Marketing, Finance, or related disciplines
• 6+ years of experience in product marketing, product proposition, insurance marketing, or distribution support
• Proven experience leading product launches and commercialization initiatives
• Demonstrated people leadership experience

Job Data by YubHub.

The role goes beyond project delivery to ensure realisation of business benefits, client impact and adoption across business channels.

Key Responsibilities:

• Lead end-to-end delivery of complex programmes across regulatory, business, transformation and technology initiatives, aligning to strategic priorities and measurable outcomes.
• Translate strategy into executable plans and defined success metrics.
• Develop and manage integrated plans, proactively address risks, dependencies and changing priorities with flexibility.
• Coordinate cross-functional stakeholders and workstreams in a matrix environment, resolving competing priorities and driving alignment.
• Drive decisions using structured communication, collaboration and sound business judgement, while applying pragmatic trade-offs where needed.
• Ensure delivery adheres to Sun Life governance, financial controls and risk requirements, with disciplined tracking and reporting.
• Support business case development and drive disciplined benefits tracking and realisation.
• Contribute to continuous improvement of project management practices and enterprise delivery capability.

Experience & Qualifications:

• 10–15+ years of project or programme management experience, with a strong track record delivering complex initiatives in financial services or regulated environments.
• Demonstrated ability to operate in fast-paced, ambiguous environments, adapting to evolving priorities and ad hoc demands.
• Strong commercial acumen, with proven ability to make sound trade-offs and drive outcome-focused decisions.
• Experienced with ownership of delivery outcomes, benefits realisation and adoption.
• Professional certifications such as PMP, PRINCE2, MSP are desirable.
• Exposure to distribution, sales or channel-led environments, delivery of client-focused initiatives to improve customer engagement and experience, experience in regulatory or compliance-driven programmes, involvement in business model implementation or strategy enablement initiatives, exposure to insurance product development lifecycles, and experience in operations transformation or large-scale process improvement are advantageous.

Job Data by YubHub.

This role is responsible for managing the end-to-end lifecycle of Product Day 2 items, including enhancement requests, regulatory changes, operational improvements, customer experience enhancements, risk remediation actions, system optimizations, audit findings and post-launch product improvements.

The successful candidate will act as the central governance and delivery lead for all Product Day 2 initiatives, ensuring effective prioritization, resource allocation, dependency management and execution oversight across multiple business and support functions.

Job Responsibilities

Product Day 2 Governance Model, Portfolio Management & Delivery Oversight

• Own and manage the Product Day 2 Governance Framework and operating model.
• Establish governance standards, prioritization methodologies, delivery controls and monitoring mechanisms for Day 2 initiatives.
• Maintain the centralized Day 2 portfolio and ensure all initiatives are properly assessed, prioritized and governed.
• Establish and maintain a risk-based prioritization framework balancing customer impact, regulatory requirements, operational risks and business benefits and facilitate prioritization discussions.
• Monitor portfolio health, delivery capacity, backlog aging and implementation progress.
• Produce portfolio dashboards and executive reports for management review.
• Coordinate and oversee the execution of Day 2 initiatives from concept through implementation and closure.
• Monitor key project dependencies, risks, issues and resource constraints.
• Facilitate cross-functional working sessions to ensure timely resolution of delivery challenges.
• Drive execution discipline and ensure adherence to established governance standards.

Product-related Initiative Delivery & Management

• Manage product-related initiatives from initiation through implementation and post-launch stabilization as assigned by line manager.
• Develop and maintain project plans, delivery roadmaps, milestones, critical paths, dependencies and resource requirements.
• Manage project risks, issues, assumptions and dependencies through structured governance processes, facilitate discussions and decision-making among stakeholders.
• Monitor delivery progress and proactively implement mitigation actions to ensure successful execution.
• Coordinate with project team and present project status updates in regular meetings among the Product Implementation Committee (PIC).
• Ensure all project documentation, approvals and governance requirements are completed in accordance with internal policies and regulatory expectations.

Job Requirements

• Bachelor's degree in Business Administration, Project Management, Information Systems or related discipline.
• Minimum 8 years of relevant experience in Product Day 2 Management, Project Management, Process Improvement, Business Transformation, Insurance Operations or related disciplines.
• Professional certifications such as PMP, PRINCE2, Agile, Lean Six Sigma or equivalent project management and process optimization qualifications.
• Strong project planning, execution and dependency management capabilities.
• Experience managing large backlogs and complex initiative portfolios.
• Ability to identify emerging risks and proactively develop mitigation strategies.
• Passion for continuous improvement and operational excellence.
• Proficiency in using Microsoft Office with advanced Microsoft Excel skills. Excellent in written and spoken English and Chinese.

Benefits

• 5-day work
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

Job Data by YubHub.

Key Responsibilities:

• Carry out and supervise Type 9 regulated activities, including managing MPF scheme's daily dealing activities
• Ensure asset management function abides by regulatory guidelines/restrictions set by MPFA and SFC
• Review and enhance investment processes to ensure effectiveness and efficiency
• Perform fund/fund manager screening, due diligence, selection, monitoring, evaluation, and formulate strategic and tactical asset allocation
• Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets
• Support business initiatives, including product design and launch, and manage external manager relationships

Requirements:

• University graduate in Investment, Finance, Economics or similar discipline
• Over 10 years of working experience in portfolio management or related fields
• CFA charter holder and/or other relevant professional qualifications a plus

Preferred Skills:

• Solid financial background with good understanding of global financial markets
• Strong understanding of asset management strategies and regulatory compliance
• Knowledge of MPF market and products, competition, and relevant regulatory framework
• Good understanding of fund distribution landscape in HK and the region
• Excellent communication and interpersonal skills
• Good team player with positive attitude and ability to think out-of-the-box

What We Offer:

• 5-day workweek
• Attractive salary
• MPF
• Excellent career development opportunities

Job Data by YubHub.

Your role as a Medical Underwriter involves performing risk assessments of medical cases up to a specified authorization limit, ensuring compliance with company policies and procedures, providing support to sellers, reviewing underwriters' work, and handling ad-hoc assignments.

Responsibilities:

• Perform risk assessment of medical case up to the specified authorization limit
• Ensure assigned new business tasks comply with company's New Business Policy & Procedures, Underwriting Guideline and Rule Book, and service pledge
• Provide seller enquiries support
• Review Underwriters' work if required
• Provide second approval of referred applications from Underwriters
• Assist Team Leader or Managers in tracking application requests and producing monitoring and control reports
• Handle ad-hoc assignments

Qualifications and preferred skills:

• University degree holder
• Competent knowledge of medical aspects, including anatomy, physiology, disease, medical abbreviations, and terminology
• Uphold substandard medical underwriting authority
• Competent knowledge of financial and medical underwriting
• Proficiency in PC skills, including Excel, Word, PowerPoint, and Access
• Good spoken and written English and Chinese communication skills
• Customer-oriented mindset

Benefits:

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

Job Data by YubHub.

The Associate Director, Product Marketing is responsible for shaping compelling product value propositions and leading the end-to-end product marketing and go-to-market strategy for new and existing products.

Responsibilities

• Product Value Proposition Development: Collaborate with the product development team to create compelling value propositions that align with the product's features, benefits, and target audience.
• Go-to-Market & Product Launch Strategy: Develop and lead integrated go-to-market strategies for new product launches and major product initiatives.
• Product Marketing Content & Communications: Support the development of product marketing content across client, distributor, and digital touchpoints.
• Market & Client Insights: Monitor client needs, market trends, competitor propositions, and distribution feedback to identify opportunities to strengthen product positioning and marketing effectiveness.
• Channel & Stakeholder Management: Partner with distribution leaders and key stakeholders to build buy-in on product positioning, value propositions, and go-to-market approaches.
• People Management: Coach and develop team members to advance their knowledge and improve the overall capabilities and core competence of the team.

Requirements

• Bachelor's degree in Business, Marketing, Finance, or a related discipline.
• Minimum 10 years of relevant experience in life insurance, with strong experience in product marketing, product proposition, distribution marketing, or related fields.
• Strong understanding of life insurance products, client needs, distribution dynamics, sales processes, and the competitive landscape in Hong Kong.
• Proven experience in developing product positioning, value propositions, sales stories, and go-to-market strategies.
• Strong commercial acumen and ability to translate complex product features into simple and compelling client and distributor propositions.
• Excellent stakeholder management and influencing skills, with proven ability to work effectively with senior management, distribution teams, and cross-functional stakeholders.

Benefits

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

Job Data by YubHub.

Key responsibilities include:

• Planning, organizing, and delivering training programs and workshops on sales and recruitment

• Developing and maintaining relationships with agency leaders to ensure cooperation and implementation of company strategies

• Motivating agency leaders and recruiters through consultation, experience sharing, and practical skills sharing

• Monitoring district and agency leader performance, reviewing sales and recruitment statistics, and preparing business analysis reports for management

• Collaborating with Agency Management and Sales Promotion teams to implement effective incentive programs

• Providing support for ad-hoc projects

Requirements for this role include:

• Bachelor's degree or above

• At least 6 years of experience in a related field, preferably in insurance, banking, finance, training, business management, or business consultancy

• Good command of both written and spoken English and Chinese

• Excellent communication and interpersonal skills

• Strong organizational, presentation, project management, and training facilitation skills

• Ability to work independently, mature, self-motivated, agile, and able to work under pressure

• Familiarity with the HK and MCV insurance market is an advantage

• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint

Sun Life offers a range of benefits, including a 5-day workweek, attractive salary, MPF, group life and group medical insurance, and excellent career development opportunities.

Job Data by YubHub.

Responsibilities:

• Support the Risk Management department in various risk management activities, such as conducting risk assessments to identify, assess, and address operational risks.
• Support the Risk Management department on second-line control testing over key and critical controls of operational processes.
• Support the maintenance of Governance, Risk Management, and Compliance (GRC) solutions, specifically the Archer Platform.

Requirements:

• Currently in year 2-4 of studies in Risk Management, Business Analytics, or a related quantitative major.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Knowledge of programming skills, Access, FoxPro, and GGY AXIS is an advantage.
• Good analytical and communication skills.

Job Data by YubHub.

The role ensures that asset modelling, investment earnings analysis and forecasts, economic scenarios, assumption updates, sensitivities, and governance materials are delivered accurately, on time, and with appropriate controls.

The role provides technical review and coaching to team members, coordinates with Actuarial, Investments, Finance, Capital, Risk, Regional Office, and Corporate ALM, and escalates material issues and recommendations to the Director.

Key responsibilities:

• Lead assigned monthly, quarterly, and annual ALM valuation and financial reporting workstreams
• Oversee asset modelling, yield projections, and sensitivity analysis used for valuation, planning, and management reporting
• Lead Hong Kong Risk-Based Capital economic scenario generation and related asset, derivative, and market-risk inputs
• Lead assumption update and analysis workstreams
• Manage governance, control, and compliance deliverables for assigned valuation processes

Preferred skills:

• Strong technical knowledge in Asset Liability Management (ALM), actuarial valuation, financial reporting, investment earnings analysis, asset modelling, and economic scenario testing
• Solid understanding of insurance regulatory and reporting frameworks, including IFRS 17, Hong Kong Risk-Based Capital (HKRBC), Hong Kong statutory reporting, insurance products, and market risk sensitivities
• Excellent analytical, communication, stakeholder management, review, coaching, and governance skills

Qualifications:

• Bachelor’s degree in actuarial science, finance, economics, mathematics, statistics, or a related discipline
• Actuarial, CFA, FRM, or equivalent professional progress or qualification is preferred
• 8-12 years of relevant insurance, actuarial, ALM, financial reporting, investment analytics, or risk management experience

Benefits:

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

Job Data by YubHub.

Market Research and Product Proposition

• Monitor updates and changes in the HK and mainland insurance market, analyzing industry trends, competitor movements, and market opportunities.
• Conduct target client research to identify gaps in SLHK's products and enhance Sun Life's clients' impact.
• Drive product design and innovation based on research results and business needs.
• Manage the product approval process and steer discussions with distribution teams.

Product Development and Management

• Collaborate with internal functions to drive recommended solutions and ensure product design feasibility.
• Lead and deliver product-related initiatives using a disciplined project management approach.
• Participate in material preparation for product development and ensure project deliverables' quality.
• Work effectively with all relevant departments to implement projects on time and efficiently.

Channel Communication

• Represent the product team to promote products to all channels.

Product Strategy

• Support constructing a forward-looking product strategy and roadmap for SLHK.

People Management

• Coach and develop team members to advance their knowledge and improve the team's overall capabilities.

Job Requirements

• Bachelor's degree holder.
• At least 8 years of relevant life insurance experience in product development and management.
• In-depth understanding of insurance products, clients' needs, sales processes, and industry development in HK.
• Excellent stakeholder management, facilitation, and presentation skills.
• Strong drive and proven ability to manage multiple initiatives in parallel and make optimal use of resources.
• Excellent written and verbal communication skills in Chinese, English, and Mandarin.

Job Data by YubHub.

As a Lead Business Analysis for Client App Enhancements, you will lead end-to-end business analysis of client app enhancements, servicing changes, regulatory requirements, and BAU improvements.

Your responsibilities will include:

• Defining the underlying problem and intended outcome; analyzing journeys, processes, systems, data, controls, and pain points; and translating agreed needs into delivery-ready requirements, user stories, process flows, business rules, data requirements, and acceptance criteria.
• Maintaining traceability and challenging incomplete or solution-led requests.
• Managing structured intake and assessment of requests from business, Operations, Product, Distribution, Client Experience, Risk, and Compliance.
• Assessing client value, business value, operational impact, regulatory urgency, strategic alignment, expected outcomes, dependencies, and readiness.
• Maintaining an end-to-end view across Life and Health, Wealth and Pensions, common-client, corporate-client, and advisor-supported journeys.
• Identifying cross-journey and cross-platform impacts, preventing fragmented experiences or inconsistent business rules, and incorporating client, advisor, usability, and operational feedback into requirements and backlog recommendations.
• Acting as the principal business contact through analysis, solution design, development, testing, implementation, and stabilization.
• Coordinating business testing, acceptance, and sign-off.
• Leading business change-impact assessment covering clients, advisors, frontline teams, Operations, processes, controls, communications, training, and support.
• Confirming readiness evidence before release, monitoring early adoption, and coordinating reinforcement after implementation.
• Analyzing production issues, recurring client or advisor enquiries, journey failures, and operational exceptions.
• Clarifying impact, affected segments, workarounds, communication needs, and priority for permanent resolution.
• Converting recurring issues into structured backlog items and supporting post-release validation and stabilization.
• Reporting demand intake, backlog health, progress, readiness, dependencies, risks, decisions, and outcomes.
• Using platform analytics, adoption, usage, Digital CSAT, qualitative feedback, service data, and incident trends to identify improvements and support prioritization.
• Defining success measures, coordinating post-implementation reviews, and maintaining governance records.

You will need to have:

• Strong hands-on business analysis capability, including problem definition, requirements elicitation, stakeholder workshops, process and journey analysis, user stories, business rules, data requirements, acceptance criteria, and requirements traceability.
• Ability to distinguish the underlying business or client need from a proposed solution and challenge requests constructively.
• Experience managing demand intake and enhancement backlogs involving competing priorities and cross-functional dependencies.
• Good understanding of digital-platform delivery across design, development, testing, release, stabilization, and continuous improvement.
• Practical change management capability, including stakeholder and impact assessment, readiness planning, communications, and training requirements, adoption support, reinforcement, and transition into BAU.
• Strong business-testing capability, including risk-based scenarios, defect assessment, regression coverage, sign-off, and post-release validation.
• Ability to assess and communicate client impact, business value, operational impact, regulatory urgency, dependencies, and implementation risk.
• Data and insight orientation across platform analytics, engagement funnels, Digital CSAT, client feedback, service data, and incident trends.
• Strong stakeholder management, facilitation, negotiation, written communication, and documentation skills.
• Knowledge of life insurance, retirement, pension, wealth, claims, policy servicing, digital payments, or client self-service journeys is preferred.
• Awareness of privacy, information security, operational risk, conduct, and regulatory considerations for digital financial services.

The ideal candidate will have:

• A university degree or above in Business, Information Systems, Computer Science, Digital, Finance, Engineering, or a related discipline.
• At least 6 years of relevant experience in business analysis, digital platform delivery, product management, process improvement, or technology-enabled change.
• Strong hands-on experience leading business analysis for digital platforms, mobile apps, portals, servicing platforms, or other complex client-facing solutions.
• Demonstrated experience in requirements elicitation, stakeholder workshops, user stories, acceptance criteria, and traceability.
• Experience managing enhancement demand or product backlogs across multiple stakeholders.
• Experience supporting delivery from problem definition through testing, implementation, and post-launch review.
• Experience coordinating business acceptance testing, defect assessment, business sign-off, and implementation readiness.
• Experience supporting digital change, including impact assessment, stakeholder engagement, communications, training, or user-support readiness, adoption tracking, and post-launch reinforcement.
• Experience working with Technology, Operations, Product, Design, Data, Risk, Legal, or Compliance teams.
• Experience in insurance, pension, retirement, wealth, banking, claims, or digital servicing is preferred. Regulated-industry experience is strongly preferred.
• Relevant certification in business analysis, agile delivery, product management, or project management is an advantage but not mandatory.

In return, Sun Life offers a competitive salary, 5-day workweek, MPF, group life and group medical insurance, and excellent career development opportunities.

Job Data by YubHub.

This role will play a critical leadership position in driving the migration of existing tactical databases, dashboards, and data pipelines to the enterprise Data Hub architecture while ensuring uninterrupted support for key CVM initiatives. The successful candidate will bridge business and technology teams to deliver scalable data solutions, enable self-service analytics, and accelerate data-driven customer engagement, campaign management, and advisor productivity initiatives.

Key Responsibilities

1. Lead Tactical Database Migration Program

• Serve as the technical lead for migration of legacy/tactical databases, data pipelines, and reporting assets to the strategic cloud-based data platform.
• Drive current-state assessment, target architecture design, migration planning, development, testing, and implementation.
• Partner with Enterprise Architecture, IT, Data Engineering, and Business stakeholders to ensure smooth transition with minimal business disruption.
• Support migration of Tableau dashboards, data marts, SQL assets, and related analytics capabilities into the future-state data ecosystem.
• Establish migration governance, risk management, reconciliation, and data validation processes to ensure data quality and integrity.

1. Enable CVM Analytics and Campaign Initiatives

• Deliver data solutions supporting customer portfolio analytics, campaign measurement, client tagging, customer insights, and advisor productivity initiatives.
• Support business teams in campaign targeting, performance tracking, customer segmentation, and lead management capabilities.
• Develop and maintain datasets required for customer lifecycle management, cross-sell/up-sell programs, retention strategies, and personalized customer engagement.
• Partner with Marketing, Distribution, Digital, and Customer Experience teams to unlock business value through data and insights.
• Drive continuous enhancement of CVM dashboards, campaign performance reporting, and customer analytics capabilities.

1. Data Engineering & Solution Delivery

• Design, build, and optimize scalable data pipelines using cloud and database technologies.
• Manage data ingestion, transformation, validation, and automation processes across multiple data sources.
• Lead development activities involving SQL, AWS, Redshift, ETL workflows, and analytics data marts.
• Ensure data availability, performance, security, and operational stability for business-critical reporting and analytics solutions.
• Introduce automation opportunities to reduce manual processing and improve delivery efficiency.

1. Stakeholder Management & Project Delivery

• Act as the primary liaison between business stakeholders and technical teams.
• Translate business requirements into actionable data and analytics solutions.
• Manage project roadmap, delivery priorities, risks, dependencies, and stakeholder communications.
• Drive adoption of analytics solutions through training, documentation, and user engagement activities.
• Provide leadership and guidance to analysts, developers, and project resources.

1. Data Governance & Quality Management

• Implement and maintain data quality controls, lineage, metadata, and documentation standards.
• Support data governance initiatives and regulatory compliance requirements.
• Ensure appropriate access management and controls across CVM data assets.
• Promote best practices in data management, development standards, and operational excellence.

Required Qualifications

• 8+ years of experience in Data Engineering, Business Intelligence, Data Warehousing, Analytics, or related disciplines.
• Proven experience delivering large-scale data migration or data transformation programs.
• Experience supporting CRM, customer analytics, marketing analytics, or CVM-related initiatives.
• Strong stakeholder management experience across business and IT organizations.
• Financial services, insurance, banking, or consulting experience preferred.

Technical Skills

• Strong SQL and relational database expertise.
• Hands-on experience with AWS services (Redshift, Glue, Athena, S3) or equivalent cloud data platforms.
• Experience with Tableau, Power BI, or enterprise BI tools.
• Knowledge of ETL/ELT design, data modeling, and data architecture.
• Familiarity with Python or other data engineering technologies is an advantage.

Competencies

• Strategic thinker with strong execution capability.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder engagement skills.
• Ability to lead cross-functional initiatives and manage multiple priorities.
• Passion for driving business outcomes through data and analytics.

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact.

We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

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Your role will involve developing sales and training materials, coordinating product launches, client seminars, and events, as well as managing event logistics and publishing approved product updates.

Key responsibilities include:

• Developing sales and training materials, including flyers, presentation decks, videos, and promotional messages
• Coordinating product launches, client seminars, roadshows, workshops, and channel engagement events
• Creating event collaterals such as invitations, banners, posters, and digital communications
• Managing event logistics, participant registration, attendance tracking, and post-event follow-up
• Publishing approved product updates and promotional content through internal and digital communication channels
• Participating in user acceptance testing (UAT) for sales tools and digital platforms
• Supporting launch planning, communication timelines, stakeholder coordination, and feedback collection
• Liaising with various teams, including Product, Marketing, Operations, Training, Legal, Compliance, and external vendors

Requirements:

• University degree in Marketing, Communications, Business Administration, Event Management, Multimedia Design, or a related discipline
• Minimum 5 years of experience in marketing, product marketing, communications, training support, event management, or sales support
• Proven experience in developing promotional materials, presentations, digital content, and communication campaigns
• Strong project coordination and stakeholder management skills
• Excellent written and spoken English and Chinese (Cantonese required; Putonghua is an advantage)
• Proficient in Microsoft PowerPoint, Word, and Excel
• Experience with design, video editing, or digital content creation tools is an advantage

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Students will have the opportunities to gain hands-on experiences on various actuarial tasks and a deep dive exposure to the operations of a global leading insurance firm.

Over the 6 months full-time placement, students will be matched to one of our top-performing teams, supported by our experienced colleagues and managers on the learning and development of their journey to an Actuary.

Opportunities available in:

• Product Development & Pricing
• Valuation & Financial Reporting
• Capital Management & Reinsurance
• Business Planning
• Asset Liability Management
• Par / RBC
• And more…

Key actuarial tasks:

• Prepare special quotes and illustrations, regular statistical returns, and reports
• Participate in product development & implementation processes, including experience studies, market comparisons, and User Acceptance Tests (UATs)
• Maintain customer databases and prepare related statistics
• Support actuarial valuation modelling work
• Support annual experience studies
• Support preparation of reinsurance reporting and monthly valuation processes
• Support quarterly and monthly reports to monitor ALM-related risks
• Assist in analysis of ALM strategies for operating and surplus segments to optimize risk-return trade-offs

Requirements:

• Year 2–4 student in Actuarial Studies or other quantitative subjects
• Some progress in SOA Actuarial examinations or equivalent (but not required)
• Proficient in Microsoft Word, Excel, PowerPoint, Access, FoxPro
• Programming skills and knowledge of GGY AXIS will be an advantage
• Good analytical and communication skills

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The successful candidate will lead, coach, and support a team including business, IT, and vendors to adopt agile ways of working.

Key Responsibilities:

• Support business case preparation for new company initiatives
• Develop and maintain integrated plans for the portfolio
• Establish and manage delivery cadences
• Drive day-to-day project delivery activities
• Facilitate governance forums and working sessions
• Maintain clear documentation of project plans
• Coordinate with technology delivery teams
• Own and maintain RAID logs
• Support budget tracking and forecasting
• Coordinate with procurement and vendors/partners
• Prepare regular status reports and executive-ready Planview dashboards
• Ensure timely and clear communication across stakeholders
• Support change management and adoption activities
• Promote consistent ways of working across Digital initiatives
• Establish and maintain standard portfolio artifacts
• Identify opportunities to streamline delivery processes

Requirements:

• University degree from a recognized institution
• Minimum 10 years of relevant experience with a proven track record in Project Management
• Solid hands-on knowledge and experience in project management methodologies
• Strong knowledge in end-to-end insurance operation journey will be a plus
• Strong analytical skills and business acumen
• Experience in managing AI projects is an advantage
• Experience working with executive teams and C-suites
• Excellent communication skills in English and Cantonese
• Experience in change management and organizational transformation
• Good practice of Agile methodologies and principles

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Key Responsibilities:

• Develop and execute Sun Life Hong Kong's sponsorship and external partnership strategy in alignment with brand, marketing, and business priorities.
• Identify, assess, and recommend sponsorship opportunities based on strategic fit, audience relevance, brand impact, commercial potential, risk, and return on investment.
• Build and maintain strong relationships with rights holders, organisations, industry bodies, agencies, vendors, and other external partners.
• Lead the end-to-end planning and execution of sponsorship activations, events, campaigns, and engagement programmes across paid, owned, and earned channels.
• Define clear objectives, KPIs, and measurement frameworks for each sponsorship; track performance and provide actionable insights and recommendations.
• Influence and align cross-functional teams and senior stakeholders on sponsorship strategy, investment priorities, and activation detail plans.

Job Requirements:

• Bachelor's degree or above.
• At least 8 years of relevant experience in sponsorship, external partnerships, event management, and/or integrated marketing, with a strong track record of leading complex projects.
• Proven experience developing sponsorship strategies, evaluating opportunities, negotiating partnerships, and delivering end-to-end activations.
• Strong project management skills, with the ability to manage multiple workstreams, budgets, timelines, and stakeholders.
• Commercially minded and data-driven, with the ability to define KPIs, assess performance, and translate insights into action.
• Excellent communication, presentation, negotiation, and relationship-management skills.
• Strong judgement, attention to detail, and ability to operate effectively in a fast-paced, matrixed environment.
• Experience in insurance or financial services is preferred but not required.
• Proficiency in Cantonese. Fluency in written and spoken English.

Benefits:

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

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Gain Broad Business Exposure Through Cross-Functional Rotations You'll develop an end-to-end perspective of how value is created for clients and the business through three developmental rotations.

Lead Projects That Make a Real Difference As a FLAME trainee, you'll contribute to high-impact projects that tackle real business challenges, influence decision-making, and deliver measurable outcomes for clients and the organization.

Learn from Leaders and Build Your Future Throughout the program, you'll benefit from exposure to senior executives and business leaders, accelerated career development opportunities, and a collaborative environment that empowers you to grow, innovate, and realize your full potential.

Who We're Looking For We're looking for graduates who are:

• Available to work full-time from August 2027 onwards
• Recent graduates with up to 2 years' full-time work experience, or due to graduate by July 2027
• Curious, ambitious, and purpose-driven, with a passion for learning and growth
• Passionate about business, innovation, technology, and transformation
• Strong analytical thinkers who enjoy solving problems and turning insights into action
• Effective communicators who challenge the status quo, lead through influence, and strive to make a meaningful impact.

Why Sun Life? At Sun Life, we offer meaningful work that positively impacts clients, communities, and the business, exposure to senior leaders, strategic business priorities, and regional and cross-functional experiences that expand your perspective and network, a culture of learning, innovation, and collaboration, supported by accelerated development opportunities, and a strong commitment to inclusion, wellbeing, and sustainability.

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The role involves preparing and analyzing regular and ad-hoc reports related to ALM risks, developing and maintaining ALM asset and liability models, supporting investment, ALM, and hedging strategies for new products, and analyzing and preparing reports and projects related to ALM Product development.

Responsibilities:

• Prepare and analyze regular and ad-hoc reports related to ALM risks
• Develop and maintain ALM asset and liability models used for financial projection and analysis
• Support and develop enhanced investment, ALM, and hedging strategies for new products
• Analyze and prepare regular and ad-hoc reports and projects related to ALM Product development
• Support diverse ALM initiatives by collaborating with multiple stakeholders
• Support new product development, pricing, and risk evaluations from an ALM perspective

Requirements:

• Degree holder in Actuarial Science, Mathematics/Statistics, Engineering, or Finance
• 2+ years of experience in ALM/Investment/Financial Risk within a life insurance organization is a plus
• Proficient in Microsoft Excel, preferably with VBA
• Knowledge of Actuarial/Financial Risk Management/Investment within an insurance company
• Ability to manage multiple priorities and deliver according to deadlines
• Strong analytical and problem-solving skills
• Contribute actively as a team player while able to work independently with minimal supervision
• Excellent verbal and written communication skills

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Responsibilities:

• Review and recommend discretionary benefits, including dividends, bonuses, and non-guaranteed rates
• Support regular production processes, including asset share reporting and regulatory disclosures
• Maintain and develop actuarial models

Preferred skills:

• Strong proficiency in Microsoft Excel
• Experience in AXIS, Prophet ALS, or other actuarial software
• Experience in HK-specific Par management
• Strong attention to detail
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills in English and Chinese

Qualifications:

• University graduate in Actuarial Science or a related discipline
• Good progression in actuarial examinations
• At least 2 years of full-time experience in the life insurance industry

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Key Responsibilities:

• Agency Strategy & Transformation:

+ Support formulation and execution of agency strategic initiatives to drive sustainable growth in production and headcount + Conduct market intelligence and competitive benchmarking + Drive transformation projects across agency structure, productivity, and recruitment quality

• KPI Management & Performance Tracking:

+ Develop and maintain agency KPI framework + Perform regular performance tracking, analysis, and insight generation for management review + Prepare business performance reports and presentations for senior management and Regional Office + Identify performance gaps and recommend actionable improvement initiatives

• Compensation Framework & Revamp:

+ Support design, review, and enhancement of agency compensation schemes + Conduct impact analysis and financial modeling for compensation changes + Ensure alignment with business strategy, productivity improvement, and cost efficiency + Work closely with Finance, HR, and Compliance on implementation and governance

• Agency Promotion & Career Progression Framework:

+ Review and enhance promotion criteria across different agency levels + Monitor promotion performance and ensure sustainability of leadership pipeline + Develop structured progression pathways to support talent development from advisor to leadership roles

• Healthy Agency Development:

+ Drive initiatives to improve agency quality, recruitment quality vs quantity, and manager capability and retention + Support structured programs (e.g., onboarding, training, leadership development) + Ensure alignment with Asia Operating Guidelines and governance requirements

• Stakeholder Management:

+ Collaborate with Zone Heads & DOAs, Finance, HR, Compliance, Marketing, and Regional Office stakeholders + Act as a strategic partner to translate business needs into actionable frameworks and policies

Qualifications and Experience:

• 8+ years of experience in the insurance industry, with a strong background in agency distribution and transformation initiatives
• Proven track record of designing and executing large-scale development programs or initiatives
• Deep understanding of agency management and experienced in utilizing data analytics to drive decision-making, assess effectiveness, and identify areas for improvement
• Leadership qualities to drive initiatives independently and lead cross-functional projects
• Effective communication and stakeholder management skills, with the ability to influence and collaborate at all levels of the organization
• Relevant educational background in business, technology, or a related field

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The role involves supporting the formulation, execution, and review of CMI agency recruitment and business growth strategies. Key responsibilities include:

• Analyzing recruitment performance, agency productivity, and market trends to identify growth opportunities and performance gaps
• Providing business insights and recommendations to support management decision-making and strategic planning
• Supporting business planning and growth initiatives through performance monitoring, market analysis, and strategic recommendations
• Coordinating with relevant departments and business partners on strategic initiatives and project implementation
• Providing operational support for recruitment events and related initiatives

Requirements:

• Degree holder from a recognized university
• Major in Business Administration, Statistics, Data Analytics, or related disciplines is preferred
• Minimum 3-5 years of relevant experience in business analytics, reporting, business planning, performance management, sales support, or related functions
• Proven experience in preparing management reports, business analysis, and performance dashboards
• Good command of spoken and written English and Chinese (Cantonese and Mandarin)

Technical Skills:

• Advanced proficiency in Microsoft Excel, including complex formulas, data modeling, dashboard development, reconciliation, and automation
• Strong experience in management reporting, business analysis, and performance tracking
• Knowledge of Power BI, Power Query, VBA, or other data visualization/automation tools would be an advantage

At Sun Life, we're driven by our Purpose: helping clients achieve lifetime financial security and live healthier lives. We cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact.

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This role is responsible for identifying market opportunities, understanding the evolving needs of prospective advisors and clients, and developing innovative event experiences that drive engagement, recruitment, and business growth.

The successful candidate will lead a team of event and project professionals to deliver impactful initiatives that strengthen the Company's value proposition within the CMI segment.

Responsibilities

• Lead the development and execution of innovative recruitment and business development events targeting Chinese Mainland Individuals (CMI).
• Identify emerging trends, market opportunities, and participant needs to design attractive and engaging event experiences.
• Develop creative event concepts, engagement campaigns, and communication themes that enhance recruitment effectiveness and business development outcomes.
• Lead and oversee the end-to-end execution of seminars, conferences, networking events, recognition programs, roadshows, and client engagement activities.
• Manage and develop a team of professionals responsible for event planning, project coordination, marketing communications, and operational support.
• Provide coaching, guidance, and performance management to foster a high-performing and collaborative team culture.
• Collaborate closely with agency leaders, internal business partners, marketing teams, and external vendors to ensure successful event delivery.
• Monitor event performance, participant feedback, and business outcomes, and continuously enhance future initiatives based on insights and data.
• Manage event budgets, resources, timelines, and governance to ensure efficient and effective project execution.
• Support strategic initiatives and special projects that contribute to the growth and development of the CMI business segment.

Preferred Skills

• Strong creativity and innovation skills with the ability to develop compelling event concepts and engagement initiatives.
• Deep understanding of the needs, aspirations, and preferences of Chinese Mainland talents and clients.
• Excellent event planning, project management, and execution capabilities.
• Strong leadership skills with the ability to inspire, coach, and develop team members.
• Excellent stakeholder management and cross-functional collaboration skills.
• Strong communication, presentation, and influencing abilities.
• Ability to identify market trends and translate insights into innovative recruitment and business development activities.
• Results-oriented mindset with strong problem-solving and organizational skills.

Qualifications

• Bachelor's degree or above in Marketing, Business Administration, Communications, Finance, or related disciplines.
• Minimum 8 years of relevant experience in event management, business development, marketing, customer engagement, recruitment, insurance, financial services, or related industries.
• Proven track record of planning and delivering successful large-scale events, seminars, conferences, networking activities, or customer engagement programs.
• Strong understanding of Chinese Mainland market dynamics and customer behavior.
• Previous team leadership and people management experience is required.
• Excellent command of written and spoken English, Cantonese, and Mandarin.
• Experience within insurance, wealth management, or financial services industries is highly preferred.

Benefits

• 5-day workweek
• Attractive salary
• MPF
• Group life and group medical insurance
• Excellent career development opportunities

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The AI Developer is responsible for building, integrating, and optimizing AI and machine-learning solutions that enhance business applications and workflows. The role focuses on developing AI features using modern frameworks, implementing GenAI/RAG components, and ensuring solutions are secure, scalable, and aligned with product requirements.

Key Responsibilities:

• Develop solutions to support business initiatives, automation workflows, and GenAI/RAG components using modern AI frameworks.
• Build and integrate APIs, data processing pipelines, and cloud-based AI services.
• Collaborate with product owners and engineering teams to translate requirements into functional AI solutions.
• Optimize model performance, reliability, and cost through testing, tuning, and monitoring.
• Ensure AI solutions follow security, quality, and deployment standards across environments.

Preferred Skills:

• Hands-on experience in Python and Java
• Familiarity with REST APIs and frameworks such as FastAPI, Flask, or similar technologies
• Experience with LLM frameworks including LangChain, LangGraph, and n8n
• Knowledge of databases such as PostgreSQL and Cosmos DB
• Practical experience with AWS cloud services, especially SageMaker and Bedrock
• Strong knowledge of containerization and orchestration tools such as Docker, Kubernetes

Qualifications:

• Bachelor’s degree in Information Technology, Computer Science, or related fields.
• Over 6 years of working experience.
• At least 2+ years of experience in machine learning or AI, with a minimum of 1 year focused on generative AI technologies.
• Proven hands-on experience with Large Language Models (e.g., Claude, Nova Pro, Qwen) and applications of Generative AI.
• Expertise in prompt engineering with a track record of developing effective strategies.
• Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams.

Responsibilities:

Core Delivery & Execution

• Design, develop, test, and deploy software applications and system components.
• Implement solutions that meet business, functional, and technical requirements.
• Write clean, maintainable, and well-documented code following coding standards.
• Perform code reviews to ensure quality, consistency, and adherence to best practices.
• Conduct unit, integration, and regression testing.
• Troubleshoot, debug, and resolve technical issues across environments.

Quality & Compliance

• Ensure all deliverables meet security, performance, and reliability standards.
• Maintain compliance with architectural guidelines, governance frameworks, and technical standards.
• Apply secure coding practices and support vulnerability remediation.
• Supporting auditability and traceability of technical changes through proper version control and documentation.

Collaboration & Communication

• Work closely with product owners, architects, QA, DevOps, and business stakeholders.
• Provide technical input during requirement refinement and solution design.
• Participate in agile ceremonies (stand-ups, sprint planning, retrospectives).
• Contribute to knowledge-sharing via documentation, wikis, playbooks, demos, and internal sessions.

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The successful candidate will lead, coach, and support the team, including business, IT, and vendors, to further adopt agile ways of working.

Key Responsibilities:

• Support business case preparation for new company initiatives
• Develop and maintain integrated plans for the portfolio, including workstreams, milestones, dependencies, and critical path across initiatives
• Drive day-to-day project delivery activities, ensuring scope, schedule, resources, and deliverables are managed effectively
• Own and maintain RAID logs across Digital initiatives; proactively surface risks/issues, propose mitigations, and drive closure
• Prepare regular status reports and executive-ready Planview dashboards on progress, milestones, outcomes, and RAID

Requirements:

• University degree from a recognized institution
• Minimum 10-15 years of relevant experience with a proven track record in Program Management
• Solid hands-on knowledge and experience in project management methodologies, tailored to business needs
• Strong analytical skills and business acumen
• Experience working with executive teams and CEOs
• Excellent communication skills in English; Cantonese and/or Mandarin is an advantage
• Experience in change management and organizational transformation
• Good practice of Agile methodologies and principles

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As a Manager, Software Design Engineer within our Global IT Technology Innovation team, you will bridge business needs, user workflows, product design, and technology.

Major accountabilities:

Rapid AI Product Prototyping

• Lead the end-to-end design and development of functional web and mobile-friendly Proof-of-Concepts and Minimum Viable Products within accelerated timelines, typically ranging from days to weeks.
• Turn abstract AI capabilities, business ideas, and user requirements into tangible product experiences that stakeholders can interact with and evaluate.
• Use practical and lightweight technical approaches to validate concepts quickly without unnecessarily over-engineering early-stage solutions.

Frontend Engineering

• Build responsive, performant, and visually engaging frontend applications using modern frameworks such as React.js and Next.js, or Vue.js and Nuxt.js.
• Develop reusable interface components, interactive workflows, dashboards, data visualisations, and streaming AI experiences.
• Maintain a strong balance between development speed, usability, visual quality, and technical credibility.

Product and Experience Design

• Design intuitive and user-centered interfaces that make complex workflows and AI capabilities easy to understand.
• Create user journeys, interactive mock-ups, working prototypes, and presentation-ready demonstrations.
• Define how users interact with AI-generated information, including how they provide inputs, review results, understand recommendations, correct outputs, and make decisions.
• Ensure that the product experience communicates the value of the AI clearly rather than exposing unnecessary technical complexity.

AI Product Integration

• Work closely with AI specialists to establishing what would be the best compromise between accuracy, performance, cost of operation, and staying in compliance with local regulations.
• Integrate AI services, APIs, models, and workflows into coherent user-facing products.
• Translate technical AI outputs into meaningful product interactions, visual explanations, decision-support tools, and human review workflows.

Specialized Knowledge:

1. Product Design and Frontend Expertise

• Strong proficiency in React.js and Next.js, including modern application architecture, or comparable experience with Vue.js and Nuxt.js.
• Deep proficiency in TypeScript, JavaScript, HTML, and CSS.
• Experience with Tailwind CSS, CSS Modules, and modern UI component libraries.
• Strong understanding of user journeys, interaction design, information architecture, usability, responsive design, and visual hierarchy.

2. AI-Assisted Product Development

• Strong practical experience using tools such as Cursor, GitHub Copilot, Claude Code, or similar AI-assisted development tools.
• Experience using platforms such as v0, Bolt, Lovable, Figma-to-code tools, or similar systems to accelerate interface development.
• Hands-on experience integrating APIs from OpenAI, Anthropic, Google, or internal AI services into user-facing applications.

3. Backend and Integration Knowledge

• Working knowledge of Node.js, Express, NestJS, Python, FastAPI, Flask, or serverless functions.
• Familiarity with PostgreSQL, MongoDB, Redis, or other lightweight storage solutions.
• Experience deploying prototypes using Vercel, AWS, Azure, Docker, or comparable platforms.

Requirements:

• Degree in Engineering related subjects with at least 5 years of industry experience.
• Experience in design engineering, product engineering, forward deployed engineering, solutions engineering, innovation consulting, or rapid product development.
• A portfolio demonstrating strong interface design and functional product prototypes.
• Experience working directly with business stakeholders and end users.
• Experience conducting discovery sessions, design workshops, prototype reviews, or user testing.

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Responsibilities

• Define Business Needs: Lead and facilitate discussions to ensure that business and functional requirements are well-articulated and effectively address organisational goals, identify high-value AI opportunities across business processes
• Frame Business Value: Assess business pain points, expected benefits, feasibility, risks, and adoption readiness
• Document Requirements: Create detailed functional specifications, user stories, and use cases for system implementation and operational processes
• Enhance Practices: Apply and contribute to business analysis practices, templates, and reusable methods for AI and digital delivery
• Governance and Quality Assurance: Manage change requests while adhering to project governance standards, ensuring high-quality deliverables
• Proactive Recommendations: Offer actionable insights and recommendations to business and product owners to drive continuous improvement
• Stakeholder Collaboration: Work closely with internal stakeholders, IT teams, external vendors, and partners to implement system enhancements that meet business needs
• Training and Support: Conduct end-user training and provide ongoing support to ensure successful adoption of new systems and processes
• Assist in preparing engagement activities to promote AI in department and enterprise context

Qualifications

• Minimum Bachelor degree, preferably in Information System, Computer Science or Engineering discipline
• 5+ years of experience in the life insurance industry, with a strong focus on business analysis or related roles
• Agile methodology / scrum certification is preferred
• Experience with AI delivery, proof of concept, pilot, or production implementation is preferred
• Experience with consulting firm is preferred

Preferred skills

• In-depth knowledge of life insurance client operations
• Understanding of AI, generative AI, automation, and agentic workflow concepts
• Ability to translate business problems into AI-enabled use cases and measurable outcomes
• Ability to define acceptance criteria for AI-generated outputs and human review processes
• Strong business analysis skills, including gathering requirements, documentation, and stakeholder engagement
• Proven experience in producing related artifacts, e.g. BRD, User Stories, Experience Journey, Value Map
• Comprehensive understanding of software development methodologies such as Scrum and Agile
• Familiarity with business processes and change management practices
• Exceptional analytical, problem-solving, and decision-making abilities
• Excellent communication, collaboration, and interpersonal skills to work effectively with cross-functional teams

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Responsibilities:

• Support the planning and execution of agency segmentation initiatives, incentive programs, promotional campaigns, and recognition activities.
• Coordinate agency communications, including emails, presentations, promotional materials, and digital communications.
• Monitor campaign performance, participation rates, and business outcomes, and recommend enhancement strategies to improve effectiveness.
• Conduct post-campaign evaluations and identify key learnings, opportunities, and ROI improvements.
• Coordinate campaign launches, communications, qualification tracking, and fulfillment processes.
• Support the development and promotion of MDRT culture and related development initiatives to strengthen agency engagement and recognition.
• Design and manage recognition programs that reinforce high-performance culture and advisor engagement.
• Assist in organizing agency events, recognition programs, and engagement activities.
• Liaise with internal departments and external vendors to ensure timely project delivery.
• Prepare reports, campaign updates, and presentation materials for management review.
• Support administrative duties, including payment processing, incentive fulfillment, event logistics, and record management.

Requirements:

• Bachelor's Degree in Business Administration, Marketing, Finance, Data Analytics, or related disciplines.
• Minimum 6-8 years of relevant experience in agency development, sales management, incentives, campaigns, agency operations, business analytics, or related fields.
• Experience in insurance, financial services, or agency distribution environments is preferred.

Preferred skills:

• Strong knowledge of MDRT programs, sales contests, recognition platforms, and advisor development initiatives.
• Solid campaigns and contests management with stakeholder management capabilities.
• Strong business acumen and commercial mindset.
• Excellent presentation, communication, and influencing skills.
• Strong analytical and problem-solving skills with the ability to translate business data into actionable insights.
• Proficiency in Excel, PowerPoint, and data visualization tools.
• Ability to manage multiple initiatives simultaneously in a fast-paced environment.
• Self-motivated, detail-oriented, and results-driven.
• Strong teamwork and leadership potential.

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