Chubb Life ILP Fund Specialist

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 Chubbs 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 teams 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
  
  

• Bachelors 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