[chubb Life] Senior Supervisor, Investment
1 week ago
Job Requirements
1. Market research & investment analysis
- Researching investment instruments related to fixed income securities, including (but not limited to) government bonds, corporate bonds, certificates of deposit and products on the monetary market.
- Research for fixed income stock markets, update market fluctuations and prepare reports related to fixed income securities.
- Proposing investment in fixed income securities for the investment implementation of funds managed by CFMC (Including seeking investment opportunities, conducting analysis to provide making recommendations on investment, commerce and arranging investments, implementing investment transactions).
- Research and build the equity investment framework to prepare for the equity investment competence in the future.
2. Investment reporting & information disclosure
- Deliver regular investment reports to update managment and releavant stakeholders on the investment portfolio performance, compliance status and market conditions.
- Study and understand the regulatory requirements and company procedures for applicable funds/ portfolio for smooth implementation.
- Perform other related work as required by management.
3. Distribution
- To prepare sales kit, customising marketing material, handle client enquiries.
- Conduct sales training, product and market updates.
- Conduct investment seminars to facilitate sales from distribution partners.
- Work with other teams to coordinate with product development, fund managers, Compliance, Legal, and Operations teams to further support the business.
- To manage client database of team.
- Responsible for understanding local market needs, sentiments, competition, and business model.
- Conduct local market product research, conceive sales ideas and monitor trends in the market for ongoing strategic planning.
- To obtain full grasp of client's selling/distribution cycle.
- To capture all opportunities to fitting our product to client selling cycle.
4. Risk control
- Study and understand the regulatory requirements and company procedures for applicable funds/ portfolio for smooth implementation.
- Manage the implementation of relevant internal process/ procedure and ensure proper and timely update/ improvement on the process in compliance with regulatory requirements and with more efficiency.
- Be able to handle operation related queries from SSC or relevant stakeholders where required.
5. Others as required by management
- Take part in new projects/ initiatives, deliver professional training for non-finance stakeholders,etc
Work Experience
- Possess at least Bachelor Degree
- Requires at least 5 year experience in banking, securities or fund company
- Fund management certificate by SSC is a must, CFA is desired
- Strong interpersonal skill
- Team player with ability to work with various stakeholders & levels of employees/executives
- Good network with professional investment community
- Proactive initiative and communication style
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