Chubb Life - ILP Fund Specialist

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Leadingnation seeks an ILP Fund Specialist to manage the end-to-end lifecycle of Investment-Linked Products across HK channels. You will coordinate with external fund houses and internal teams to deliver a competitive fund proposition, ensure regulatory filings, and maintain data integrity.

The role requires a finance degree and 8–10 years in ILP or fund management, with strong analytical, communication, and cross‑functional collaboration skills.

Qualifications

• Bachelor's degree in Finance, Economics or Business.
• CFA, CAIA, CFP or equivalent investment qualification preferred.
• SFC Type 1 license (or willingness to obtain) advantageous for HK regulatory context.

Responsibilities

• Fund Lifecycle Management across ILP fund menus and channels.
• Lead setup, onboarding, and ongoing maintenance of ILP funds.
• Serve as primary liaison with external fund houses on launches, closures, mergers, and mandate changes.
• Manage fund documentation, regulatory filings, and operational requirements.
• Coordinate with operations, compliance, and legal to implement fund changes on schedule.
• Maintain up-to-date fund menu and data integrity across systems.
• Distribution & Sales Support: support brokers, wealth planners and agencies with investment queries and training.
• Develop and deliver fund training sessions and proposition presentations for distribution channels.
• Create and maintain sales materials like fund factsheets and comparison tools.
• Support new business by providing fund information and insights to front-line teams.
• Investment Alignment: collaborate with CIM investment counsellors to align fund positioning and messaging.
• Act as bridge between external managers and internal investment teams; contribute investment perspective.
• Fund Performance & Reporting: provide data, analysis and reports for fund reviews and management presentations.
• Monitor market developments, fund flows, and policyholder behavior to flag strategic actions.
• Prepare materials for fund review committees and senior management.

Skills

Strong analytical skills

Excellent communication

Project management

Collaborative mindset

Excel and PowerPoint proficiency

Bloomberg / Morningstar familiarity

Education

Bachelor's degree in Finance, Economics, Business

CFA/CAIA/ CFP preferred

Tools

Bloomberg

Morningstar

Job description

• Lead the setup, onboarding
• Bachelor's degree in Finance, Economics, Business
• Serve as the primary point of contact

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

• 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
• 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
• 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
• 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

Qualifications

• Bachelor's 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