Key responsibilities:
- Be a part of the team to strengthen the growth of capability, infrastructure and wealth product offerings for Chubb Wealth, mainly on funds, including private evergreen funds and mutual funds.
- Work with various teams, both internally and externally, to facilitate the product onboarding, maintain the product database, ensure the consistency and accuracy of the data display shown to clients
- Sourcing, reviewing and in-depth due diligence on global fund opportunities.
- Track the market development trend, preparing investment memos and client presentation materials related to investment manager recommendations, portfolio updates, and other thematic discussion topics
- Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
- firm-wide marketing and advisory of product offering to front office staffs and making presentations to clients.
- monitoring of existing wealth products and required follow up with relationship managers
- take lead on ad-hoc new initiatives to support the business development under the guidance from the team lead
Requirements:
- 2-6 years of experience; currently a fund specialist in a PWM firm is highly preferred
- team player, eyes on details, goal oriented, hardworking, honest and positive mindset
- presentable; client facing activity experience preferred
- Disciplined, strategic thinking, eyes for innovation and using new tech tools or functions
- Bachelor’s/University degree or above
- Fluent in English; trilingual in Cantonese and Mandarin is highly preferred
- Knowledge in VBA, Morningstar Direct, Bloomberg preferred; capable to use generative AI tools to do presentation and/or data mining preferred
- Keen to be a professional product expert who can deliver clear positions regarding to the market trend, the firm’s wealth product offerings and competitive edges to the sales team
Skills Required
- 2-6 years of experience as a fund specialist in a PWM firm is preferred
- Bachelor's/University degree or above
- Fluent in English; trilingual in Cantonese and Mandarin preferred
- Knowledge in VBA, Morningstar Direct, Bloomberg preferred
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.
