Investment Counselor - Private Wealth - Chubb Investment Management

Company : Chubb

Job Type : Full Time

Hong Kong

Number of Applicants

000+

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Investment Counselor - Private Wealth - Chubb Investment Management

Job Description

Conduct research, analysis, and regular updates on global market trends-including alternative investments such as private equity, hedge funds, private credit, and real assets-for advisors and clients.
Prepare, review, and enhance investment materials (presentations, sales decks, product notes), ensuring accuracy and regulatory compliance.
Provide product support and investment expertise in joint client meetings with advisors, helping address queries and explain sophisticated fund structures.
Serve as an internal subject matter expert for alternative fund solutions, supporting due diligence and facilitating advisor training and market education initiatives.
Assist with product subscriptions, and transaction processes related to investment products, maintaining the highest standards of procedural and compliance checks.
Collect and relay client/advisor feedback to the product and research teams for ongoing enhancement of platform offerings.
Experience in handling High Net Worth (HNW) clients is a strong advantage, including understanding their complex financial needs, delivering personalized advisory, and managing high-touch relationships with discretion and professionalism.
Excellent oral and written communication skills (English, Cantonese, Mandarin preferred).
Proficient in Bloomberg, PowerPoint, Excel, and other major financial/office software suites.
Collaborative, detail-oriented, and able to multi-task under pressure; confident in a client-facing, dynamic team environment.

Qualifications

Bachelor / Master's Degree.
Minimum of 5 years of relevant experience in banking, insurance and/or financial services
Wealth Management qualifications would be beneficial.

Original job Investment Counselor - Private Wealth - Chubb Investment Management posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Investment Counselor Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Investment Counselor Jobs in Hong Kong

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Investment Counselor - Private Wealth - Chubb Investment Management

Job Description - Investment Counselor - Private Wealth - Chubb Investment Management

Similar Investment Counselor Jobs in Hong Kong

Mobile Apps