Strategic & Business Value Optimization Lead, Insurance Group

International Insurance & Asset Management Group Team Leadership Role Commercial & Strategic Value Management Our client is an international Financial Services Group focusing on Life Insurance, Wealth & Asset Management, Pension and Health Insurance. With increasing business activities and a solid growth strategy in place in Asia, the Group is now seeking a high-calibre Commercial & Business Strategy professional to join the Hong Kong Strategy Office. The key responsibilities for this position a

Oliver James Associates - Hong Kong - Full time

Salary: Negotiable

  • International Insurance & Asset Management Group
  • Team Leadership Role
  • Commercial & Strategic Value Management

Our client is an international Financial Services Group focusing on Life Insurance, Wealth & Asset Management, Pension and Health Insurance. With increasing business activities and a solid growth strategy in place in Asia, the Group is now seeking a high-calibre Commercial & Business Strategy professional to join the Hong Kong Strategy Office.

The key responsibilities for this position are as follows:

  • Lead a team on the execution and realization of value from enterprise-wide strategic investments, ensuring alignment with overarching business priorities and delivering measurable outcomes
  • Work closely with business units to shape and refine business cases, guide prioritization, support approval processes and track performance
  • Oversee the full life-cycle of strategic initiatives, establishing and maintaining robust governance, frameworks and processes to enable effective and timely decision-making
  • Provide strategic counsel to senior leadership and initiative owners, challenging assumptions and ensuring projects are underpinned by strong rationale and clearly defined value drivers
  • Develop and embed a structured value framework tied to strategic levers, ensuring consistency and alignment across all investment proposals
  • Drive prioritization of the strategic project portfolio by evaluating assumptions, timelines, and expected impact against the overall strategy
  • Monitor portfolio performance through data-driven tools and dashboards, identifying delivery gaps, surfacing insights and supporting both tactical adjustments and longer-term planning
  • Collaborate with stakeholders across the business, risk and finance functions to strengthen governance, streamline processes, and accelerate investment decisions, particularly for high-impact initiatives
  • Develop and deliver presentations to the management, run periodic SteerCo meetings, support in strategic planning deliverables and timelines for management committees and leadership teams at Local and Group level.

Successful applicants will have the following skills and experience:

  • An university degree preferably with an MBA or Master degree.
  • Minimum 10+ years experience in Corporate Strategy, Business Strategy & Transformation, Strategy Consulting gained from the Life Insurance
  • Experience from top-tier Strategy Consulting firms focusing on Insurance sector would also be considered
  • Hong Kong market experience is a MUST
  • A track record in building, leading and delivering strategic initiatives with proven ability to lead a team and run multiple projects simultaneously
  • Experience in program management, project governance, business case analysis and financial analysis
  • Excellent presentation and communication skills in English and ideally in Cantonese

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