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Wealth Management Expert

1 week ago

Hong Kong Island, Hong Kong SAR China Chubb Full time
Asset Allocation Director
Are you a seasoned professional looking for a new challenge? Do you have a passion for asset allocation and a proven track record of delivering successful investment strategies? We are seeking an Asset Allocation Director to join our team at Chubb Investment Management and lead the development of our asset allocation strategies.

About the Opportunity
This is a critical role that requires a deep understanding of financial markets, asset allocation, and investment products. You will work closely with fund management partners to select and onboard new products and strategies, and collaborate with the distribution team to deliver solutions aligned with client needs. As an Asset Allocation Director, you will be responsible for providing expert advice to clients on asset allocation and investment products, and presenting portfolio recommendations and market insights to clients and internal stakeholders.

Main Responsibilities
* Develop and implement asset allocation strategies to meet client objectives.* Collaborate with fund management partners on sales strategy and product onboarding.* Work closely with the distribution team to deliver solutions aligned with client needs.* Provide expert advice to clients on asset allocation and investment products.* Present portfolio recommendations and market insights to clients and internal stakeholders.

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