Be a part of the team to strengthen the growth of capability, infrastructure and wealth product offerings for Chubb Wealth, mainly on funds, including private evergreen funds and mutual funds.
Work with various teams, both internally and externally, to facilitate the product onboarding, maintain the product database, ensure the consistency and accuracy of the data display shown to clients
Sourcing, reviewing and in-depth due diligence on global fund opportunities.
Track the market development trend, preparing investment memos and client presentation materials related to investment manager recommendations, portfolio updates, and other thematic discussion topics
Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
firm-wide marketing and advisory of product offering to front office staffs and making presentations to clients.
monitoring of existing wealth ...
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