HireFT
Browse JobsHow it worksPricingAboutSuccess Stories
    Back to jobs
    CH

    Chubb Fire & Security

    Fire Protection

    Chubb Life - ILP Fund Specialist

    Any, Hong Kong SAR ChinaOn-SiteFull-time8–10 yrs experiencePosted 3w ago
    All Chubb Fire & Security jobs

    Job description

    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

    Qualifications

    • 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

    Job details are sourced from the employer's original posting.

    Open job posting
    CH

    About the company

    Chubb Fire & Security

    Vipond Fire Protection, part of Chubb Fire & Security, now has an opportunity for a Sprinkler Design Engineer for a remote opportunity. Following recent business wins were keen to add to our Engineering team to manage fire protection systems locally to Bruntwood. This role can be office based, hybrid or remote depending on circumstances.

    View all Chubb Fire & Security jobs
    Industry
    Fire Protection
    Open roles
    1192

    Interested in this role?

    Apply with HireFT

    Free to start — no card required.

    Your fit

    How well do you match?

    Sign in to see how your résumé lines up with this role.