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【TW Life】Senior Manager, Lead of Asset allocation and management section of Inv. Dep.

Chubb (Chubb) · Other

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About the Role

The Lead of Asset Allocation and Management Section is responsible for supporting the design, implementation, and monitoring of investment asset allocation strategies. This role helps ensure the portfolio is aligned with business objectives, risk appetite, and long-term investment goals.

 

Key Responsibilities

  • Develop and review asset allocation recommendations across investment portfolios

  • Monitor portfolio performance, market conditions, and rebalancing needs

  • Coordinate with internal stakeholders on investment strategy and execution

  • Support reporting, analysis, and decision-making for management and committees

 Required Qualifications

  • Bachelor’s degree in Investment, Economics, Business Administration, or a related discipline

  • Solid knowledge of investment principles and asset allocation

  • Familiarity with insurance regulations and compliance requirements

  • Strong analytical, communication, and presentation skills

  • 5+ years of relevant experience in investment, portfolio management, or asset management

 Preferred Qualifications

  • Proven experience managing external managers and overseeing delegated investment mandates

  • Experience in insurance investment or institutional asset management

  • Familiarity with fixed income, ETF, and PE fund investments

  • Professional certifications such as CFA or equivalent

Key Competencies

  • Strategic thinking and sound investment judgment

  • Analytical and problem-solving skills

  • Effective communication and presentation skills

  • Ability to work under pressure and manage multiple priorities

 

★Recruitment Process Notice

• Please note that interview coordination for the next stage will be handled by our offshore Service Hub. All interview-related communications — including availability confirmation and interview invitations — will be conducted via email only.

• As phone contact is not available at this stage, kindly check your email regularly (including spam or junk folders) to avoid missing important updates.

 

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