Head of Strategy

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 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

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital and New Business Annual Premium Equivalent, respectively.

For more information, please visit fwd.com.ph.

1 > Statistics > Life > 2022 > Based on Paid-Up Capital

2 > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

The Head of Strategy is responsible for the development of effective strategies and driving them towards execution in order to create value for our stakeholders and transform the business. He/she will also be responsible for the execution of strategic external business research and analysis in order to produce actionable insights for senior management of the company.

Key Responsibilities:

1. Market Research and Intelligence
   • Gather and analyze information on competitors, market developments, and industry best practices in the Philippine life insurance sector. Summarize findings and highlight opportunities or risks for the company.
2. Strategy Planning & Support
   • Work with the CFO and other leaders to develop practical plans that help the company grow, improve, or adapt. Contribute to annual business planning, setting measurable goals and tracking progress.
3. Storytelling and Presentations
   • Turn data and strategies into engaging, easy-to-understand PowerPoint presentations. Use simple visuals and narratives to explain the company’s direction to leaders, staff, and other stakeholders.
4. Performance Tracking
   • Help define and monitor key performance indicators (KPIs) for strategic projects. Prepare regular reports that show how strategies are performing against targets.
5. Collaboration
   • Work closely with other departments to share market intelligence, gather input, and ensure that everyone is aligned on strategic priorities.

Knowledge and Skills

Education & Certification:

• Bachelor’s degree required; graduate studies a plus.

Experience:

• At least 8+ years of experience in strategy, market research, or business analysis, preferably in financial services or life insurance.
• Preferably with a background in financial services or life insurance
• Exposure to leadership teams and strategic planning processes
• Strong skills in collecting and summarizing market data.
• Ability to create clear and engaging PowerPoint presentations.
• Experience working with leadership teams is an advantage.

Technical Competencies/Skills:

• Analytical Thinking: Comfortable working with numbers, research, and reports to find clear insights.
• Communication: Able to turn complex ideas into simple, story-driven presentations and reports.
• Collaboration: Works well with teams across the organization.
• Business Acumen: Good understanding of business basics and the insurance market in the Philippines.
• Technical Skills: Proficient in Microsoft Office, especially PowerPoint and Excel.

Required Competencies:

• Customer Focus. You anticipate customer needs based on market, economic, and social trends.
• Strategic mindset. You use customer insights to guide you in driving strategies in your functional area.
• Drive vision and purpose. You rally teams around customer-centric goals and purpose.
• Influence & persuade. You motivate others to adopt and implement strategies in your functional area.
• Clear communication style. You steer away from industry lingo and use simple, clear, customer-led language.
• Listen. You listen with humility and ask probing questions to challenge assumption and/or uncover deeper insights and ideas.
• Tailored communication. You anticipate concerns and address them proactively for different target audience.
• Develop self. You are open to feedback and proactively develop yourself.
• Develop talent. You mentor and coach others to help them grow in their career.
• Give and receive feedback. You tactfully handle difficult conversations to help others improve.
• Drive engagement. You understand what motivates people and leverage it to engage them.
• Value differences. You align diverse views and make unified decisions that all find acceptable.
• Build effective teams. You build trust and create a space where people work together effectively.
• Recognition. You celebrate wins and milestones, fostering recognition across teams and the organization for all contributors.
• Role modelling. You lead by example and role model our core values.
• Instill trust. You build trust and cooperation across different function to drive success.
• Manage conflict. You mediate complex conflict tactfully through open and respectful dialogue.
• Interpersonal savvy. You model both a good leader and team player that respect and support others.
• Build network. You build strong relationship with key people across functions.
• Collaborate. You bring the right people across teams together to achieve goals more efficiently.
• Encourage ideas. You identify and advocate for ideas that give customers the best-in-class experience, and actively drive their implementation.
• Cultivate innovation. You challenge the norm in the interest of business.
• Change management. You navigate complex challenges and ambiguity with clear vision.
• Resourceful. You find creative solutions to achieve goals with limited resources.
• Digital Savvy. You seek out resourceful solutions leveraging digital and technology.
• Critical thinking. You evaluate the short and long-term implications before making decisions.
• Ensure accountability. You follow through on your commitment and take responsibility for the action and decisions of your function.
• Balance stakeholders. You engage your stakeholders regularly to understand their goals, and balance the needs of your stakeholders (i.e. your function, other functions, company, and customers).
• Decision quality. You make sound decisions on ambiguous issues quickly when needed.

Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using an artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.

Seniority level

• Director

Employment type

• Full-time

Job function

• Insurance

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