Investment Counselor – Private Wealth Chubb Investment Management
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Description
Qualifications
Responsibilities & requirements:
- Conduct research analysis and regular updates on global market trendsincluding alternative investments such as private equity hedge funds private credit and real assetsfor advisors and clients.
- Prepare review and enhance investment materials (presentations sales decks product notes) ensuring accuracy and regulatory compliance.
- Provide product support and investment expertise in joint client meetings with advisors helping address queries and explain sophisticated fund structures.
Serve as an internal subject matter expert for alternative fund solutions supporting due diligence and facilitating advisor training and market education initiatives. - Assist with product subscriptions and transaction processes related to investment products maintaining the highest standards of procedural and compliance checks.
- Collect and relay client/advisor feedback to the product and research teams for ongoing enhancement of platform offerings.
- Experience in handling High Net Worth (HNW) clients is a strong advantage including understanding their complex financial needs delivering personalized advisory and managing high-touch relationships with discretion and professionalism.
- Excellent oral and written communication skills (English Cantonese Mandarin preferred).
- Proficient in Bloomberg PowerPoint Excel and other major financial/office software suites.
- Collaborative detail-oriented and able to multi-task under pressure; confident in a client-facing dynamic team environment.
Qualifications
Education:
Bachelor / Masters Degree.
Minimum of 5 years of relevant experience in banking insurance and/or financial services
Wealth Management qualifications would be beneficial.
Key Skills
- Active Directory Administration
- Financial Services
- Benefits & Compensation
- Cosmetology
- Architecture
About Company
Chubb Life has been in Egypt since 2003. Chubb Life is the international life insurance division of Chubb - the world's largest publicly traded property and casualty insurance company by market capitalization.
