Wealth Funds Product Specialist

Chubb External; Hong Kong; On-site; HKD 180,000 - 280,000; Full time

Job summary

Chubb External in Hong Kong seeks a Wealth Product Analyst to help grow capability and wealth product offerings focused on funds, including private evergreen funds and mutual funds.

You will work with internal and external teams to onboard products, maintain the product database, ensure data displayed to clients is accurate, conduct due diligence on global fund opportunities, prepare investment memos and client materials, support marketing and advisory activities to front-office staff, monitor

Responsibilities

• Assist in growing capability, infrastructure and wealth product offerings for funds.
• Collaborate with internal and external teams to onboard products and maintain the product database.
• Perform due diligence on global fund opportunities.
• Prepare investment memos and client presentation materials.
• Ensure sales process integrity and regulatory compliance.
• Support marketing and advisory activities to front-office staff and clients.
• Monitor existing wealth products and follow up with relationship managers.
• Lead ad-hoc initiatives to support business development under team lead.

Job description

Chubb External in Hong Kong seeks a Wealth Product Analyst to help grow capability and wealth product offerings focused on funds, including private evergreen funds and mutual funds.

You will work with internal and external teams to onboard products, maintain the product database, ensure data displayed to clients is accurate, conduct due diligence on global fund opportunities, prepare investment memos and client materials, support marketing and advisory activities to front-office staff, monitor