Chubb Life - Manager, Investment Proposition & Management
Chubb · Hong Kong
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