Chubb Life - ILP Fund Specialist

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
  
   

• 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