The ILP Fund Specialist is a dedicated subject matter expert responsible for the end-to-end fund lifecycle management of Investment-Linked Products (ILP) across different channels. This role sits at the intersection of product, distribution, and investment — serving as the primary liaison with external fund houses while partnering closely with internal distribution and investment teams to deliver a well-managed, competitive fund proposition.
Key Responsibilities
1. Fund Lifecycle Management
- Lead the setup, onboarding, and ongoing maintenance of ILP fund menus
- Serve as the primary point of contact with external fund houses on all fund-related matters, including fund launches, closures, mergers, and mandate changes
- Manage fund documentation, regulatory filings, and operational requirements throughout the fund lifecycle
- Coordinate with operations, compliance, and legal teams to ensure all fund changes are implemented accurately and on schedule
- Maintain an up-to-date fund menu and ensure data integrity across internal systems and policyholder-facing materials
2. Distribution & Sales Support
- Partner with broker, wealth planner, and agency distribution teams to address investment-related queries in a timely and accurate manner
- Develop and deliver fund training sessions, investment briefings, and proposition presentations tailored to each distribution channel
- Create and maintain sales support materials including fund factsheets, comparison tools, and ILP product collateral
- Support new business activities by providing fund information and investment insights to front-line distribution teams
3. Investment Alignment & Stakeholder Collaboration
- Collaborate with CIM (Chubb Investment Management) investment counsellors to align fund positioning, messaging, and market commentary with Chubb's broader investment philosophy
- Act as a bridge between external fund managers and internal investment teams to ensure consistent and accurate fund narratives
- Participate in fund review meetings and contribute investment perspective to product discussions
4. Fund Performance Analysis & Reporting
- Provide regular fund performance data, analysis, and reporting to support the product team's fund review cycle
- Prepare fund performance reports and investment commentary to inform decisions on fund additions, terminations, and switches
- Monitor market developments, fund flows, and policyholder behavior to flag strategic considerations such as fund switches or menu rationalization
- Support the preparation of materials for fund review committees and senior management presentations
- Bachelor's degree in Finance, Economics, Business, or a related discipline
- CFA, CAIA, CFP, or equivalent investment qualification preferred
- SFC Type 1 license (or willingness to obtain) advantageous for HK regulatory context
Experiences & Skills:
At least 8-10 years of experience in investment-linked products, fund management, unit-linked insurance, or a related financial services function
Solid understanding of ILP fund mechanics, including pricing, NAV, fund switches, and platform operations
Experience working with or alongside external asset managers / fund houses
Familiarity with Bermuda and/or Hong Kong insurance regulatory frameworks preferred
Experience supporting distribution channels (brokers, wealth planners, or bancassurance) is a strong advantage
Strong analytical skills with the ability to interpret fund performance data and translate it into clear, actionable insights
Excellent communication and presentation skills — able to convey complex investment concepts to both technical and non-technical audiences
Detail-oriented with strong project management and organisational skills to manage multiple fund events simultaneously
Collaborative mindset with the ability to work across product, distribution, compliance, and investment functions
Proficiency in Excel, PowerPoint; experience with fund data platforms (e.g. Bloomberg, Morningstar) a plus
Self-starter who can work independently and manage competing priorities in a fast-paced environment
Skills Required
- Bachelor’s degree in Finance, Economics, Business, or a related discipline
- CFA, CAIA, CFP, or equivalent investment qualification
- SFC Type 1 license or willingness to obtain it
- 8–10 years of experience in investment-linked products, fund management, unit-linked insurance, or a related financial services function
- Solid understanding of ILP fund mechanics, including pricing, NAV, fund switches, and platform operations
- Experience working with or alongside external asset managers or fund houses
- Familiarity with Bermuda and/or Hong Kong insurance regulatory frameworks
- Experience supporting brokers, wealth planners, or bancassurance distribution channels
- Strong analytical skills for interpreting fund performance data and developing actionable insights
- Excellent communication and presentation skills
- Project management and organizational skills to manage multiple fund events
- Ability to collaborate across product, distribution, compliance, and investment functions
- Proficiency in Excel and PowerPoint
- Experience with fund data platforms such as Bloomberg or Morningstar
- Ability to work independently and manage competing priorities in a fast-paced environment
What We Do
Chubb is the world’s largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs 31,000 people worldwide. Additional information can be found at: chubb.com.
