Hong Kong, Hong Kong SAR
Dynamic professional with over 10 years of experience across insurance, banking, and financial services, specializing in business transformation, analytics, and process improvement. Proven track record of leading cross‑functional initiatives that enhance operational efficiency, strengthen compliance, and drive innovation through RPA, AI, and workflow automation. Skilled in regulatory reporting, actuarial and financial analytics, and risk management, with hands‑on expertise in designing and implementing automation solutions that streamline reporting, data processing, and customer onboarding. Adept at collaborating with IT teams, vendors, and business stakeholders to deliver scalable solutions and ensure successful system implementations. Career highlights include: Generali Hong Kong - Driving business process improvement initiatives and system enhancements. AXA Hong Kong & Macau - Implemented RPA processes, optimized reporting, and incident/BCP management. BOC Group Life Assurance - Led operational transformation projects, improved claims management, and enhanced internal controls. Actuarial roles (BOC Life & Taiping Re) - Delivered actuarial analysis, catastrophe modeling, and valuation reporting to support strategic decision‑making. Early career in HKMC, CCBA & HKHS - Built expertise in compliance, AML/KYC, product development, and market research.
Led business process improvement initiatives and ensured successful implementation of approved projects. Identified process and system inefficiencies, recommending and driving effective solutions. Executed planned tasks and delivered initiatives within targeted timelines. Contributed to cross-functional projects, including product development, and prepared comprehensive reports. Gathered and defined system user requirements, collaborating with business users and IT teams to deliver final solutions. Conducted system testing and performed post-implementation validation to ensure quality and functionality. Supported department head on ad hoc assignments and special projects.
Handled FATCA/CRS and IA/FHB reporting processes to ensure compliance and accurate submissions. Analyzed system data to identify insights and trends for better decision‑making. Improved marketing report generation with VBA, enhancing efficiency and accuracy. Studied RPA feasibility, engaged with vendors, and implemented four RPA processes using Power Automate to streamline emails, attachments, and data cleaning. Managed incident resolution, BCP, and BIA to strengthen organizational resilience. Collaborated with vendors to resolve printing issues and cleaned/restructured payment transaction data for system uploads. Prepared bi‑weekly incident reports for senior management.
Collaborated with multiple departments to identify business problems and improve operational processes. Analyzed workflows to uncover bottlenecks and inefficiencies, developing strategies to enhance productivity. Led core insurance operations, including claims management, to ensure smooth service delivery. Studied feasibility of robotic process automation (RPA) in production and recommended implementation opportunities. Reviewed internal controls for underwriting, claims, and policy administration to reduce errors and financial loss. Prepared data quality reports to ensure compliance with the operational risk framework.
Assisted in preparing month‑end valuation reports on actuarial liabilities and assets. Analyzed mortality and longevity trends to estimate life expectancy for actuarial modeling. Reviewed mortality, morbidity, and lapse data to support monthly actuarial reporting accuracy. Prepared monthly IA statistics for new and in‑force long‑term business portfolios. Researched financial impacts of emerging trends in the long‑term business sector to inform strategic decisions.
Analyzed data to identify risks from natural disasters and other major events, strengthening enterprise risk awareness. Studied solvency ratios of China insurance companies to evaluate risk management capabilities and financial resilience. Supported Head of Actuarial with loss ratio analysis, catastrophe modeling, and portfolio optimization initiatives. Compared financial ratios to industry benchmarks to assess performance and highlight improvement opportunities. Reviewed revenue and expenses against historical results to ensure financial accuracy and detect anomalies. Performed sensitivity analysis in catastrophe modeling to enhance overall risk assessment and scenario planning.
Created sales procedures and training materials aligned with regulatory standards to ensure compliance. Collaborated with actuaries and underwriters to design annuity products tailored for specific customer groups. Measured operational risk and reported findings to the risk team to strengthen risk management practices. Assisted with product comparisons and skill gap analysis to support business development and workforce planning. Delivered life annuity presentations to the public, enhancing customer understanding and engagement.