Head of FP&A & Capital Management, High Net Worth

Job description

Head of FP&A & Capital Management, High Net Worth page is loaded Head of FP&A & Capital Management, High Net Worthlocations: Taikoo Shing, Hong Kong Islandtime type: Full timeposted on: Posted Todayjob requisition id: JRYou are as unique as your background, experience and point of view.

Here, you'll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description: This role of Head of FP&A and Capital Management, High Net Worth will be responsible for:- HNW business planning, strategic planning, forecasting, financial performance analysis, and management reporting.

The role will provide thought leadership and provide insights to management to influence the company's strategy and initiatives.

Capital management, monitoring, and planning to optimize capital usage across the HNW business and deliver capital repatriation targets.The role-holder will collaborate with internal and external stakeholders to produce business plans, financial projections, and provide actionable recommendations to improve financial performance and resource allocation.

The role will be responsible for identify opportunities for capital efficiencies and other financial optimization and executing such strategies.This will be a key finance leadership role tasked with leading various finance initiatives and is expected to be the finance lead on various HNW strategic initiatives.

He/she will lead a high performing, global, finance team across multiple locations and time zones.

Job description (heading) / Description du poste (titre) Strategic Financial Planning - Lead the development of the annual business plan and strategic plan.

Provide thought leadership and influence the company's strategy and initiatives.

Partner with actuarial, partnership, ALM, and other business leaders to ensure financial projections are aligned with strategy.

Find solutions to align financial projections and business plans to meet company targets.

Management Reporting and Forecasting - Oversee financial analysis and management reporting, including monthly and quarterly business and financial updates.

Ensure reports are produced in timely and robust fashion.

Provide actionable insights and recommendations to improve financial performance to meet targets.

Capital Management - Monitor Bermuda and Singapore operations to ensure that both entities are appropriately capitalized in accordance with regulatory and internal guidelines.

Collaborate with actuarial, reinsurers, and other stakeholders to identify and execute on capital optimization strategies.

Deliver capital repatriation targets and improve dividend payout ratios.

Take a holistic view of capital management across HNW jurisdictions to optimize capital usage, liquidity management, and ensure best practices are applied.

Financial Optimization and Strategic Initiatives: Identify and execute opportunities for financial optimization across the organization.

Participate actively and provide thought leadership as lead finance role in key HNW strategic initiatives.

Capital Reporting: Collaborate with actuarial on capital reporting requirements for each local entity, management reporting, and Canadian requirements.

Process Improvements: Establish best-in-class financial planning and capital management frameworks, with a strong continuous improvement mindset.

Drive automation to improve processes and deliver on productivity savings.

Leadership and Collaboration: Lead a high performing team with strong emphasis on people development.

Implement finance best practices and partner with other functions to instill financial discipline and understanding across the HNW business.

Act as a trusted advisor to the CFO and HNW Leadership Team.

Preferred skills (heading) / Compétences particulières (titre ) Strategic thinking and business acumen Financial expertise and technical proficiency Leadership and team management Analytical and critical thinking Attention to detail and accuracy Excellent written and verbal communication skills Ability to deal with ambiguity Qualifications (heading) / Compétences (titre) Bachelor's degree in Finance, Accounting, Actuarial, or related field 10+ years experience in FP&A, Capital Management, Corporate Finance, or Actuarial fields of practice Proven track record of leading FP&A and/or Capital Management functions Experience and/or understanding of Bermuda, Singapore, and Canadian capital requirements is preferred Exceptional ability to influence stakeholders and present recommendations to senior leadership CPA, CFA, FSA (or equivalent) is preferred Job Category: Finance Posting End Date: 30/10/2025 Shine together At Sun Life, you can be your most brilliant self.

Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive.

Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter We're a global company with a passion for people.

Our purpose is to help Clients achieve lifetime financial security and live healthier lives.

As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers.

As part of Sun Life's growing team, you have an impact on people in your community and around the world.

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Be part of leading change, push boundaries and try new ways of working.

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Join us.

Together, we can make the future brighter.Join a top employer for a brighter future.

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Required Skill Profession

Banking & Financial Services