Job Description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves more than 38 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

PURPOSE

• Lead the development of FWD’s investment operations, technology, and data platform to support a scalable, manager-of-manager Investment TOM.

• Build an integrated front-to-back operations backbone (platform, data, shared services) to improve efficiency, control, and decision-making

• Enable scalable, automated, and well-governed operations to support growth in AUM and complexity

KEY ACCOUNTAIBILITIES

• Technology & platform: Define and deliver the investment technology roadmap (IBOR/OMS, data platform, reporting), including system integration and modernization

• Operations model: Design and implement a standardised, centralised operating model leveraging shared services and automation

• Data & governance: Establish a unified investment data platform and lead data governance, data quality, and reporting standards

• Process optimisation: Streamline end-to-end processes (trade support, settlement, reconciliation, asset servicing, collateral, reporting). Focus on cash management and ensuring high visibility across the whole organization

• Automation & innovation: Deploy RPA, AI/GenAI, and workflow automation to reduce manual touchpoints and improve efficiency

• Risk & control: Partner with Risk and Compliance to embed robust operational controls, monitoring, and regulatory compliance

• Vendor & integration management: Manage technology vendors and ensure seamless integration with external managers, custodians, and service providers

• Cross-BU coordination: Drive standardisation across BUs while ensuring local regulatory requirements are met

• Middle office: responsible for the control later between front and back to ensure compliance, performance monitoring, custody interfaces and data standards management

• Team leadership: Build and lead a centralised operations and platform team, including shared services capability

QUALIFICATIONS / EXPERIENCE

• 15+ years of experience in investment operations / platform / middle-office / technology roles in asset manager, bank, or insurer

• Strong track record in front-to-back platform transformation and operations scaling

• Degree in Finance, Technology, Engineering, or related discipline; experience in data / systems transformation preferred

KNOWLEDGE & TECHNICAL SKILLS

• Deep understanding of investment operations lifecycle (trade, settlement, reconciliation, reporting)

• Experience with investment systems (IBOR, OMS, data platforms) and system integration

• Strong expertise in data governance, data architecture, and reporting frameworks

• Familiarity with automation tools and AI/GenAI applications in operations

• Understanding of regulatory and operational risk requirements in insurance investments

• Strong vendor management and cross-functional coordination capability