Chubb Life - ILP Fund Specialist

Chubb European Group Ltd.; Hong Kong; On-site; HKD 420,000 - 620,000; Full time

Job summary

Chubb European Group Ltd. is seeking an ILP Fund Specialist to oversee the end-to-end lifecycle management of Investment-Linked Products (ILP) across multiple channels.

The role serves as the primary liaison with external fund houses while partnering with internal distribution and investment teams to deliver a well-managed fund proposition. The role will lead fund setup, onboarding, and ongoing maintenance, manage fund documentation and regulatory filings, and ensure data integrity across

Responsibilities

• Lead the setup, onboarding, and ongoing maintenance of ILP fund menus
• Serve as the primary contact with external fund houses on fund-related matters
• Manage fund documentation, regulatory filings, and operational requirements
• Coordinate with operations, compliance, and legal teams to implement fund changes accurately
• Maintain an up-to-date fund menu and data integrity across systems and materials
• Partner with distribution teams to address investment-related queries and create training sessions
• Develop and present fund information and collateral for front-line distribution teams
• Collaborate with investment management to align fund positioning and market commentary
• Provide regular fund performance data, analysis, and reporting to support review cycles
• Prepare investment commentary for decisions on fund additions, terminations and switches
• Monitor market developments and fund flows to inform menu rationalization

Job description

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