Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation
Client relationships management, expand client networks and regularly review their financial needs and plans
Provide high-quality post-sales services and handle claims Achieve outstanding performance and strive for membership of the Million Dollar Round Table (MDRT)
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Lead Strategic Budgeting and Planning: Support the annual budgeting process, coordinating inputs across the business and ensuring budgets align with Private Wealth strategic goals. Challenge assumptions and ensure final budget allocations support business objectives and cost discipline.
Expense Forecasting and Analysis: Manage periodic forecasting cycles (e.g. quarterly, monthly), analyzing actuals vs. plan and providing timely insights and recommendations to leadership for course corrections. Develop forecast models that enhance accuracy and agility in expense management.
Cost Allocation and Chargebacks: Develop and maintain effective expense allocation and chargeback methodologies. Work closely with regional controller teams, in Singapore and Bermuda, to ensure fair, transparent distribution of costs across units and compliance with internal policies and accounting standards.
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Lead the IT architecture for all projects and programs, focusing on innovative business and IT solutions in the insurance domain such as new-age digital platforms, cloud-native applications, AI/ML, LLM-powered decision-making, and data-driven insights
Drive the entire solution architecture lifecycle for regional transformation programs, from conceptualization through execution, applying agile and DevOps practices
Evaluate proposed solutions to ensure a high degree of sustainability, scalability, and seamless integration with the existing application landscape, leveraging modern architectural patterns and emerging technologies
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Lead the IT architecture for all projects and programs, focusing on innovative business and IT solutions in the insurance domain such as new-age digital platforms, cloud-native applications, AI/ML, LLM-powered decision-making, and data-driven insights
Drive the entire solution architecture lifecycle for regional transformation programs, from conceptualization through execution, applying agile and DevOps practices
Evaluate proposed solutions to ensure a high degree of sustainability, scalability, and seamless integration with the existing application landscape, leveraging modern architectural patterns and emerging technologies
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Produce and analyse actuarial reserves, capital calculations, and other statutory actuarial metrics for submission to regulatory bodies, including the Monetary Authority of Singapore (MAS), the Life Insurance Association (LIA), and the Singapore Deposit Insurance Corporation (SDIC).
Perform actuarial modelling to support Singapore reserve and capital requirements, ensuring alignment with Sun Life Group standards and local regulatory expectations.
Analyse movements in reserves and solvency to assess the financial impact of business developments and market conditions.
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Lead Strategic Budgeting and Planning: Support the annual budgeting process, coordinating inputs across the business and ensuring budgets align with Private Wealth strategic goals. Challenge assumptions and ensure final budget allocations support business objectives and cost discipline.
Expense Forecasting and Analysis: Manage periodic forecasting cycles (e.g. quarterly, monthly), analyzing actuals vs. plan and providing timely insights and recommendations to leadership for course corrections. Develop forecast models that enhance accuracy and agility in expense management.
Cost Allocation and Chargebacks: Develop and maintain effective expense allocation and chargeback methodologies. Work closely with regional controller teams, in Singapore and Bermuda, to ensure fair, transparent distribution of costs across units and compliance with internal policies and accounting standards.
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Lead Strategic Budgeting and Planning: Support the annual budgeting process, coordinating inputs across the business and ensuring budgets align with Private Wealth strategic goals. Challenge assumptions and ensure final budget allocations support business objectives and cost discipline.
Expense Forecasting and Analysis: Manage periodic forecasting cycles (e.g. quarterly, monthly), analyzing actuals vs. plan and providing timely insights and recommendations to leadership for course corrections. Develop forecast models that enhance accuracy and agility in expense management.
Cost Allocation and Chargebacks: Develop and maintain effective expense allocation and chargeback methodologies. Work closely with regional controller teams, in Singapore and Bermuda, to ensure fair, transparent distribution of costs across units and compliance with internal policies and accounting standards.
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Reporting to the Head of Analytics and Business Enablement, Private Wealth, the Data Modeler, Private Wealth Data & Analytics will be responsible for designing, developing, and maintaining the data models, mappings, and integrated data assets that support the Sun Life Private Wealth data strategy and future growth. As a member of the Data & Analytics team, the Data Modeler plays a key role in establishing trusted, scalable, and reusable data foundations that enable reporting, analytics, AI and business decision-making.
The Data Modeler partners closely with Data Analysts, and Technology teams to understand data requirements, define data structures, document business rules, and design scalable data solutions. The role is responsible for maintaining and enhancing analytical data models, onboarding new data sources, developing source-to-target mappings, supporting data integration initiatives, and ensuring data assets are structured, governed, and readily available for analytical consumption.
Partner with Data Analysts to understand business requirements, reporting needs, data definitions, and analytical use cases
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Lead Strategic Budgeting and Planning: Support the annual budgeting process, coordinating inputs across the business and ensuring budgets align with Private Wealth strategic goals. Challenge assumptions and ensure final budget allocations support business objectives and cost discipline.
Expense Forecasting and Analysis: Manage periodic forecasting cycles (e.g. quarterly, monthly), analyzing actuals vs. plan and providing timely insights and recommendations to leadership for course corrections. Develop forecast models that enhance accuracy and agility in expense management.
Cost Allocation and Chargebacks: Develop and maintain effective expense allocation and chargeback methodologies. Work closely with regional controller teams, in Singapore and Bermuda, to ensure fair, transparent distribution of costs across units and compliance with internal policies and accounting standards.
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