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Product Specialist - Chubb Investment Management

On-site in Wan Chai·Added 8 months ago (last checked 12 Oct)

Chubb

34 open roles

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Overview

Work mode
On-site, Wan Chai
Experience
2+ years

Skills

Nice to have

Requirements

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

The role

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

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