Senior Investment Manager

Responsibilities

• Prepare documents and information related to asset allocation advice and house views for communication to advisors, clients, and seminar attendees.
• Partner with the investment team and fund management partners on the selection, due diligence, and onboarding of new products and strategies.
• Collaborate with bank partners on the design and distribution of structured products.
• Utilize in-house digital tools to build separately managed portfolios for HNW and retail customers via the digital wealth platform.
• Support the in-house distribution team to deliver products and solutions aligned with client wealth needs.

Requirements

• SFC licensed Responsible Officer for Type 9 activities.
• 7+ years of experience in research, asset allocation, or advisory roles within asset management, wealth, or banking.
• Strong presentation and communication skills with comfort in public speaking and client-facing advisory.
• Ability to work independently and collaboratively within a team environment.

Preferred Qualifications

• Licensed Responsible Officer with LR status for Type 1 and Type 4 activities.

About the Company

Chubb Investment Management Hong Kong provides innovative investment solutions and wealth management services, focusing on delivering high-quality asset allocation and product selection for HNW and retail customers.