Responsibilities:
Assist the Investment Director to prepare documents or information related to the asset allocation advice house views for direct communication to advisors and clients or at internal and external client seminars and conferences.
Work closely with fund management partners on the onboarding logistics of new products and strategies.
Use inhouse digital tools to build separately managed portfolios for distribution to HNW and retail customers through our digital wealth platform.
Work closely with the inhouse distribution team to support them in delivering products and solutions aligned with their wealth needs.
Qualifications:
SFC licensed Responsible Officer for Type 9 activities. RO status for type 1 and 4 would also be an advantage.
5 years of experience in research asset allocation or advisory roles within the asset management wealth or banking industry.
Excellent communication interpersonal and presentation skills.
Ability to work independently and as part of a team with a strong focus on collaboration and results.
Passion for innovation and a desire to make a positive impact on the financial lives of our clients.
Required Experience:
Manager
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.