2021 Board Member Candidate
Si Xie, FSA 2012, FCIA, CERA
Head of Financial Planning and Insights
HSBC Pinnacle Venture
Shanghai China
Election Message:
Ordinary people can do extraordinary things. Alone we can do so little. Together we can do great things. Collaboration is more than a buzz word. It creates community, and community inspires societal change.
Brief description of current work:
I lead a large cross functional team to provide digital + human hybrid financial planning and wealth management services to Chinese customers. I lead the team to design and develop smart digital tool to enable our frontline staff to meet with clients online and offline. We also leverage technology to design and provide best-in-class financial advice and product recommendation to our clients.
Primary Area(s) of Practice:
Life insurance and financial services
Bio:
Si Xie is a senior business leader with proven ability to drive business volume, profit growth and large-scale delivery projects through effective distribution management, innovative business strategies and customer-focused solutions.
After graduating with 1st Class MMath Degree in Mathematics and Statistics from the University of Oxford, Si moved to Canada and pursued a career to become an actuary. Inspired to make a difference in the actuarial profession, Si joined the Corporate Finance and ERM Curriculum committee and exam committee to launch the new curriculum and create new exam styles to help students develop new skills for the changing world.
Intrigued by the past changing insurance industry in Asia, Si joined HSBC Insurance and relocated to Hong Kong in 2017. Her role in a Global Product function allowed her to develop global product strategy and work with local markets such as UK, France, Singapore, China, Hong Kong, and Mexico to build local product strategy. During her time in Hong Kong, Si helped the Actuarial Society of Hong Kong launch its first exam.
In 2019, Si took on the challenge to join a strategically important project to build a brand- new business model to distribute wealth management and insurance products in China. Despite the challenge of aggressive timeline and COVID19, Si helped the team to deliver the MVP launch on time and within budget. Si continues to lead the team to design and provide best-in-class financial advice and product solutions to clients.
Si’s diverse background and non-traditional work experience is a good example on how the actuarial profession can thrive in many fields. She hopes to help our future candidates prepare for the fast-changing landscape, particularly in Asia.