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Strategic Portfolio Manager

1 week ago


Hong Kong Island, Hong Kong SAR China Chubb Full time
Job Description
As a Strategic Portfolio Manager at Chubb Investment Management, you will be responsible for providing asset allocation advice and explaining house views to advisors and clients. You will present these views at internal and external client seminars and conferences.

About the Role
This is an exciting opportunity to join an entrepreneurial team in the wealth operations department. The ideal candidate will have a strong understanding of financial markets, asset allocation, and investment products including mutual funds and alternatives.

Main Responsibilities
* Provide asset allocation advice and explain house views in written notes and direct communication to advisors and clients.* Present these views at internal and external client seminars and conferences.* Oversee fund selection and due diligence reviews of investment products.* Work closely with fund management partners on sales strategy and the onboarding of new products and strategies.

Requirements
* SFC licensed Responsible Officer for Type 9 activities.* 10+ years of experience in research, asset allocation or advisory roles, within the asset management, wealth or banking industry.* Proven track record of producing asset allocation advice and dealing with HNW client relationships.* Excellent communication, interpersonal, and presentation skills.* Ability to work independently and as part of a team, with a strong focus on collaboration and results.

Seniority level
Director

Employment type
Full-time

Job function
Finance, Sales, and Research

Industries
Insurance and Financial Services