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

Chubb

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

full-timePosted: Jul 15, 2026Updated: Aug 29, 2026臺北市, 台灣

Job Description

About the RoleThe 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 ResponsibilitiesDevelop and review asset allocation recommendations across investment portfoliosMonitor portfolio performance, market conditions, and rebalancing needsCoordinate with internal stakeholders on investment strategy and executionSupport reporting, analysis, and decision-making for management and committees Required QualificationsBachelor’s degree in Investment, Economics, Business Administration, or a related disciplineSolid knowledge of investment principles and asset allocationFamiliarity with insurance regulations and compliance requirementsStrong analytical, communication, and presentation skills5+ years of relevant experience in investment, portfolio management, or asset management Preferred QualificationsProven experience managing external managers and overseeing delegated investment mandatesExperience in insurance investment or institutional asset managementFamiliarity with fixed income, ETF, and PE fund investmentsProfessional certifications such as CFA or equivalentKey CompetenciesStrategic thinking and sound investment judgmentAnalytical and problem-solving skillsEffective communication and presentation skillsAbility 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. ★Learn more about Chubb Life Taiwan's culture and workplace• [開箱影片] 走進我們的辦公室,認識工作環境、福利與文化• [Podcast] 探索我們如何打造支持成長與創新的職場

Locations

  • 臺北市, 台灣
  • TWN-Life Taipei Main Office

Skills Required

  • investment principlesintermediate
  • insurance regulationsintermediate
  • investmentintermediate
  • insurance investmentintermediate
  • fixed incomeintermediate

Required Qualifications

  • Bachelor’s degree in Investment, Economics, Business Administration, or a related discipline (degree in investment)
  • Solid knowledge of investment principles and asset allocation (experience)
  • Familiarity with insurance regulations and compliance requirements (experience)
  • Strong analytical, communication, and presentation skills (experience)
  • 5+ years of relevant experience in investment, portfolio management, or asset management (experience, 5 years)
  • Proven experience managing external managers and overseeing delegated investment mandates (experience)
  • Experience in insurance investment or institutional asset management (experience)
  • Familiarity with fixed income, ETF, and PE fund investments (experience)
  • Professional certifications such as CFA or equivalent (certification)
  • Strategic thinking and sound investment judgment (experience)
  • Analytical and problem-solving skills (experience)
  • Effective communication and presentation skills (experience)
  • Ability to work under pressure and manage multiple priorities (experience)

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