Job Description

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