About this role
You 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.
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.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
- Develop required capabilities to digitalize sales and servicing processes across SLF HK channels
- Study, analyze and identify change areas for the end-to-end sales and servicing processes for various channel including but not limited to lead generation, financial needs analysis, sales illustration, electronic application, auto-underwriting, self-servicing.
- Lead and facilitate discussions to ensure business/function requirements well address business needs
- Document functional requirements, user stories for system implementation and operation
- Define, improve and maintain best-in-class business analysis practices
- Ensure all change requests are managed and approved in accordance with project governance
- Perform user acceptance test and post implementation system checking
- Provide support to all channels on all digital assets
- Proactively provide constructive advice to business and product owner to identify improvement areas
- Conduct end users training
- Work closely with internal stakeholders and bank partner to implement required system enhancement to cope with ongoing business needs
Requirements
- Extensive knowledge of life operations, with MPF and bancassurance experience will be an advantage
- Experienced in end-to-end sales and servicing process digitalization
- Strong skills in business analysis (prepare user requirement document, perform user acceptance test, reporting etc.)
- Broad knowledge of all aspects of the systems/software development lifecycle, i.e. Scrum, Agile, waterfall
- Knowledge of business processes and change management
- Strong analytical skills
- Excellent communication, collaboration, and inter-personnel skills
- Strong PC skills including MS Word, Excel, PowerPoint, Visio
- Proficient in both spoken & written English and Chinese
Qualifications
- University Graduate and above
- At least over 8 years of experience in Insurance industry or Financial Institute, candidate who have worked as Business Analyst, Digital SMEs or BSAs is preferred
- Holder of agile methodology certification is preferred
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.
Job Category:
Business Analysis - Process
Posting End Date:
29/12/2026