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