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Investment Counselor – Private Wealth - Chubb Investment Management
full-timeHong Kong Island

Summary

Location

Hong Kong Island

Type

full-time

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About this role

  • 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.

Other facts

Tech stack
Research,Analysis,Investment Expertise,Client Meetings,Product Support,Due Diligence,Advisor Training,Market Education,Compliance,Communication Skills,Bloomberg,PowerPoint,Excel,Detail-Oriented,Multi-Tasking,Client-Facing

About Chubb

Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide. Additional information can be found at: www.chubb.com.

Chubb Life Hong Kong is the international life insurance division of Chubb, establishing its presence in Hong Kong since 1976. To meet the financial protection and wealth management needs of its broad range of customers, Chubb Life in Hong Kong (Chubb Life Insurance Hong Kong Limited) offers a range of life protection, savings, accident and health insurance solutions through agents and brokers. The company has been a recipient of various awards for marketing, product innovation and commitment in corporate social responsibility.

安達為全球領先的保險公司,業務遍及54個國家及地區。安達為不同行業的客戶提供商業及個人財產和責任保險、個人意外及醫療輔助保險、再保險及人壽保險等。公司的優越之處在於其多元化的產品及服務範圍、廣大的分銷能力、超卓的財務實力、出眾的理賠專業知識及營運業務遍佈全球各地。總公司安達有限公司於紐約證券交易所上市(紐約證券交易所:CB),為標準普爾500指數的成份公司。安達於蘇黎世、紐約、倫敦及其他地方設有行政辦公室,全球僱員人數約40,000名。

安達人壽是安達旗下負責國際人壽保險的分部。於亞洲,安達人壽的業務分佈在香港特別行政區、印尼、韓國、緬甸、台灣、泰國及越南等市場,並在中國設有合資企業。安達人壽自1976年踏足香港,並於2015年在香港特區開展環球財富管理業務。為滿足廣泛客戶的財務保障及財富管理需求,安達人壽香港(安達人壽保險有限公司)透過保險代理團隊及保險經紀提供一系列的人壽、儲蓄、意外和醫療保險方案。

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Insurance

What you'll do

  • Conduct research and analysis on global market trends and prepare investment materials for advisors and clients. Provide product support in client meetings and serve as a subject matter expert for alternative fund solutions.

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Frequently Asked Questions

What does a Investment Counselor – Private Wealth - Chubb Investment Management do at Chubb?

As a Investment Counselor – Private Wealth - Chubb Investment Management at Chubb, you will: conduct research and analysis on global market trends and prepare investment materials for advisors and clients. Provide product support in client meetings and serve as a subject matter expert for alternative fund solutions..

Why join Chubb as a Investment Counselor – Private Wealth - Chubb Investment Management?

Chubb is a leading Insurance company.

Is the Investment Counselor – Private Wealth - Chubb Investment Management position at Chubb remote?

The Investment Counselor – Private Wealth - Chubb Investment Management position at Chubb is based in Hong Kong Island, Hong Kong, China. Contact the company through Clera for specific work arrangement details.

How do I apply for the Investment Counselor – Private Wealth - Chubb Investment Management position at Chubb?

You can apply for the Investment Counselor – Private Wealth - Chubb Investment Management position at Chubb directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Chubb on their website.