Controls Business Partner, Finance and Actuarial - Chaucer Group - United Kingdom
(2026-04)
- Stakeholder management and closely engaging with Finance and Actuarial (such as Finance, Investment, Tax, Treasury, Capital and Actuarial Teams) in controls design and operation review, uplift and effective oversight
- Leading quarterly Control Attestations and assisting in Control Assessments across all functions
- Responsible for quarterly Controls Report for senior management incl C-suite and the Group
- Coordinating and supporting various business activities such as Business Units creation, external audit management letter points tracking with various functions including BI, Underwriting, Claims, Compliance, Exposure Management and Finance
AVP, Product Review Asia - MetLife Asia Limited - Regional Office, HK
(2025-03 - 2025-11)
Leading independent review of new or repriced products for Asia
- Conducting analysis to ensure accuracy and adherence to the pricing methodology
- Reviewing and validating pricing results which align with the company's risk appetite as well as country statutory bases
- Cross-functional and region collaboration (such as product, distribution, finance, risk functions in the Country, Regional and Corporate Teams)
AVP, Financial Planning and Analysis - MetLife Asia Limited - Regional Office, HK
(2023-07 - 2025-02)
- Leading the Business Plan Process for Asia
- Preparing the USGAAP Projection Plan, conducting in-depth analysis with earnings walks for the Asia President, CFO and Management Team
- Preparing various management reporting and sensitivities results for senior management, rating agencies, and regulatory filing
- Collaborating with stakeholders and functions across countries, and Corporate Teams (such as Investment, Investor Relations and various Finance Teams)
- Communicating significant issues and making concise recommendations to Management
- Supporting Strategy initiatives and projects for Asia
- Preparing the Investor Day and Strategy Day materials
- Measuring the company's performance and tracking progress of strategy initiatives
- Collaborating with stakeholders across countries and Corporate Team (such as Strategy, Legal, Investor Relations and Senior Management)
- Responsible for full-year activities planning and coordination with all Asian countries
Director Actuary, Valuation Team - MetLife Asia Limited - Regional Office, HK
(2016-09 - 2023-06)
Acting Chief Actuary of BIDV MetLife (First Half of 2020)
- Business partner of China, Australia, India, and Malaysia having oversight of USGAAP reporting including valuation, annual experience studies, and loss recognition testing, etc.
- Responsible for Embedded Value (EV) oversight and coordination for Asia
- Participating in regular actuarial reserve changes, actuarial governance and control meetings on behalf of Asian countries
- Supporting USGAAP annual filing and survey requests from IAIS, S&P, and AM Best
- Collaborating with and assisting various counterparties including Management Teams and Internal or External Auditors
Manager and Actuary - HSBC Insurance (Asia) Limited - HK
(2010-10 - 2016-09)
- Responsible for economic capital production reporting
- Participating in various projects (e.g., annual operating plan, review on Solvency II methodology, and EC framework, etc.)
- Coordinating the Stress Test and Economic Capital Forum
- Leading the Team to handle both ad hoc and BAU projects (e.g., streamlining valuation process, SOX process control, new product launch preparation, etc.)
- Responsible for Embedded Value (EV), actuarial valuation liability, and Value of New Business reporting
- Supporting annual operating plan, experience study and assumption review
- Supporting regulatory reporting and Internal Actuarial Report
Secondment to Special Project Team - HSBC Life (UK) Limited
(2013-07 - 2013-12)
- Supporting capital requirements submission to the FSA
- Participating in the Prophet feasibility project
Senior Actuarial Analyst, Marketing Actuarial Department - SunLife - Local Office, HK
(2009-05 - 2010-09)
- Participating in various product development projects and marketing campaigns
- Supporting special quote requests from distribution channels and complaint cases
Associate – Client Actuarial Services - Coignition Ltd. - Sub. of Munich Re Group, HK
(2008-07 - 2009-04)
- Financial business plan preparation for prospective clients in Asia
- Providing actuarial support to the London Team and other function units
Senior Actuarial Associate, Prophet Team - AIA - Regional Office, HK
(2007-01 - 2008-06)
- Assisting monthly valuation run and providing technical support for Asian regions
- Performing Sarbanes-Oxley testing for the Korea branch
Management Associate - AIA - Regional Office, HK
(2005-07 - 2006-12)
- Assisting monthly valuation run and providing technical support for Asian regions
- Performing Sarbanes-Oxley testing for the Korea branch
Associate Business Analyst, Business Consulting Division - Synovate Ltd. - HK
(2004-08 - 2005-06)
- Assisting project execution, research design and planning
- Data analysis of different market / company sectors
