Wing Poon Email & Phone Number

Hong Kong

Hong Kong

● Reviewed Asset and Liability management (ALM) for Universal Life products in a weekly basis to ensure healthy portfolio● Monitored bond index from Bloomberg to make investment recommendation on upcoming purchase target● Leaded the analysis on exploring infrastructure debt investment opportunities to enhance yield and portfolio diversification while reducing capital consumption● Executed Interest Rate Hedging activities (Interest rate swap and CMS Cap) for High Net Worth Universal Life Products to mitigate disintermediation risk● Worked closely with Retail Bank side to support the Premium Financing project, including maintenance of the loan tool● Investigated the impact on loan holders behavior due to recent interest rate rise and reviewed the dynamic lapse formula● Managed the profitability, risk, capital efficiency and experience of Universal Life Products● Composed business reports such as Lapse Persistency, Campaign cost monitoring, VNB analysis, Financial risk analysis, Crediting rate sustainability (AGN9 test) and prepared materials for monthly committee meeting● Developed and maintained VBA macro work tools for In-force and New Business illustration for Universal Life Business● Designed UAT test plans under different scenarios to guarantee the comprehensiveness of test cases for testing tools

Hong Kong

● Developed and maintained VBA macro work tools to automate the whole UAT process● Prepared illustration models to ensure compliance with regulatory requirements● Designed UAT test plans under different scenarios to guarantee the comprehensiveness of test cases● Investigated production errors in AS/400, Life Admin system and overhauled existing In-Force models● Produced User Requirements for development of GN16 complied proposal system● Provided ad-hoc actuarial supports (e.g. Annual dividend scale change, special quotations of life products)● Reviewed System Development Specification documents from IT department to ensure the preciseness of calculation logics● Worked closely with Product Development Team to remodel existing new business illustration template● Reconciled system’s behavior calculation logics and supported in building the fulfillment ratio model for whole life products● Inspected product features and benefit calculations in Prophet to assure model accuracy

Hong Kong

• Analyzed the market retail strategy and the retail process flow• Managed inventory to ensure adequate levels of stock to meet daily consumer demand and maximize revenue potential

Dongguan, Guangdong, China

• Programmed and operated Micro Grinding Machines to produce high precision components• Utilized CAD to design three-dimensional graphics

Bellevue, Wa

• Tutored students in college math course material, integrate study and learning strategies to promote independent learning

Bachelor’S Degree, Mathematics/Actuarial Sciences

Activities and Societies: Actuarial Science Club

Associate Of Science (A.S.), Mechanical Engineering

Mathematic Lab Tutor