Life Insurance Specialist
Il y a 7 mois
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
You will be working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Luxembourg. We work on key initiatives and projects aim at providing our clients with sophisticated life insurance solutions, working closely with various internal and external stakeholders such as front units, wealth planning advisory, service units and insurance partners. Do you enjoy solving problems and build solutions? Are you passionate about Wealth Management? Are you interested in building up and driving business? We are looking for someone like you to join our team.
**YOUR CHALLENGE**:
- Contribute to the positioning and distribution of the life insurance product shelf, supporting Relationship Managers or other relevant business units.
- Support in the maintenance of the life insurance product shelf up to date, e.g. processes, documentation, credit etc.
- Manage the relationship with a panel of approved international insurance partners.
- Support Wealth Management front units, driving insurance initiatives and sales.
- When required, participate in client meetings / contacts covering insurance needs.
- Be in charge of trainings, i.e. planning and implementing product/country specific seminars and workshops.
- Participate in projects with multi-functional teams (e.g. Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, Business).
**YOUR PROFILE**:
- University degree and/or postgraduate qualification in Law or Economics
- 5 to 8 years' proven experience in wealth management and/or wealth planning within Insurance and/or Banking sector
- Solid know-how of insurance products and of financial services industry. Experience with common banking investment products is a value added
- Great in managing projects, implementing changes, interacting with colleagues at all levels and a born to be a networker who can build up great collaboration within the firm
- Excellent communication and presentation skills - verbal, written and listening - with the ability to express things simply and directly, maintaining a focused and controlled discussion
- Team player with entrepreneurial thinking
- Fluent in English, further languages would be an advantage
-
Wp Life Insurance Product Specialist
Il y a 3 mois
Luxembourg UBS Temps pleinLuxembourg - Product Management and Development - Global Wealth Management **Job Reference #** - 303985BR **City** - Luxembourg **Job Type** - Full Time **Your role** - maintain and further enhance the life insurance product shelf e.g., product offering, processes, front & client materials etc. - support internal stakeholders and external insurance...
-
Strategic Legal Expert for Life Insurance Markets
il y a 1 semaine
Luxembourg City Allianz Life Luxembourg Temps pleinJob OverviewAs a Senior Legal Advisor at Allianz Life Luxembourg, you will play a key role in supporting the company's life insurance activities in the French and Belgian markets.About the RoleWe are seeking an experienced legal professional to join our dynamic team. Your primary responsibilities will include providing legal and tax support to our services...
-
Insurance Documentation Specialist
il y a 2 semaines
Luxembourg City China Taiping Insurance LU S.A. Temps pleinChina Taiping Insurance Group Company Limited, also known as China Taiping, has a rich history dating back to 1929 when it was established in Shanghai. As the longest-operating national insurance brand in Chinese history, China Taiping originated from three large national brands: Taiping Insurance, China Insurance, and Ming An Insurance. The company's first...
-
Insurance Issuance and Document Specialist
il y a 4 semaines
Luxembourg City China Taiping Insurance LU S.A. Temps pleinChina Taiping Insurance Group Company Limited, or China Taiping for short, is the longest-operating national insurance brand in Chinese history. With origins dating back to 1929, the company has undergone significant growth and expansion, establishing itself as a prominent player in the global insurance market.As a subsidiary of China Taiping Insurance...
-
Insurance Advisor-non-life
Il y a 7 mois
Luxembourg LHH Temps pleinThis is a unique opportunity to join an international insurance company located in the center of Luxembourg. In this role you will have a great exposure, maintaining strong relationships with global clients, ensuring their needs are met with high standards. It's a great opportunity to work closely with seasoned professionals, offering invaluable experience...
-
Client Account Manager
Il y a 7 mois
Luxembourg UBS Temps pleinLuxembourg - Operations - Global Wealth Management **Job Reference #** - 284904BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - We are looking for someone like that to: - Support client advisors in...
-
Life Insurance Market Leader
Il y a 6 mois
Luxembourg Source Up Temps pleinYou will work for one of the largest and most professional insurance companies in Luxembourg You will work alongside caring individuals who put customer satisfaction at first You will work in a company that promotes work-life balance and offers a positive work environment. **About the offer** Permanent contract Location : Luxembourg Top 3 Key...
-
Client Account Manager
Il y a 7 mois
Luxembourg UBS Temps pleinLuxembourg - Process, project and program management - Global Wealth Management **Job Reference #** - 285180BR **City** - Luxembourg **Job Type** - Full Time, Temporary / Contract **Your role** - Are you ready to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re looking for an...
-
Senior Accountant
Il y a 5 mois
Luxembourg FWU AG Temps plein**We ** are Forward You - a pioneering provider of unit-linked life insurance, IT and financial services. Our work is changing the way people plan their financial future. And with over 450,000 satisfied customers around the world, this change has already begun, starting with a Munich-based family business. A special feature that makes us fast, agile and...
-
Compliance Officer
il y a 2 jours
Luxembourg Zurich Insurance Temps pleinZurich is one of the world’s leading insurance groups, and one of the few to operate on a global basis. Our mission is to help our customers understand and protect themselves from risk. With about 53,000 employees serving customers in more than 170 countries, we aspire to become the best global insurer as measured by our shareholders, customers and...
-
Product Manager
il y a 3 jours
Luxembourg NonStop Consulting Temps pleinHi! My blue-chip client is looking for a Product Manager in Luxembourg, in order to join a dynamic and growing team. Evolving in an innovative context and a fast-paced environment, it would be for you a great opportunity to join a local and international Insurance landmark. With a demonstrated involvement in personal development and employee's well being,...
-
Actuary / Insurance Manager (M/F)
Il y a 7 mois
Luxembourg Moovijob.com Temps plein**Actuary / Insurance Manager (M/F) - Internship/Permanent contract**: We are currently looking for Actuary/Insurance Managers to join insurance companies, banks, brokerage agencies, etc. **Profile**: - Skills in the following areas are an advantage: life insurance, non-life insurance, wealth management, finance,... - 0-5 years of experience as an Actuary,...
-
Actuary / Insurance Manager (M/F)
Il y a 2 mois
Luxembourg Moovijob Week Journée spéciale Banque Assurance Services financiers Temps plein**Actuary / Insurance Manager (M/F)**: We are currently looking for Actuary/Insurance Managers to join insurance companies, banks, brokerage agencies, etc. **Profile**: - Skills in the following areas are an advantage: life insurance, non-life insurance, wealth management, finance,... - Experience as an Actuary, Wealth Manager, Risk Manager, Insurance...
-
Actuary / Insurance Manager (M/F)
Il y a 4 mois
Luxembourg Unicareers Temps plein**Actuary / Insurance Manager (M/F) - Internship/Permanent contract**: We are currently looking for Actuary/Insurance Managers to join insurance companies, banks, brokerage agencies, etc. **Profile**: - Skills in the following areas are an advantage: life insurance, non-life insurance, wealth management, finance,... - 0-5 years of experience as an Actuary,...
-
Insurance Specialist
il y a 1 mois
Luxembourg CA Indosuez Wealth (Group) Temps plein**Type de métier**: Types de métiers Crédit Agricole S.A. - Assurances **Intitulé du poste**: Insurance Specialist H/F **Type de contrat**: CDI **Date prévue de prise de fonction**: 01/12/2024 **Poste avec management**: Non **Missions**: Au sein de la Direction Structuring & Financing, vos missions au sein de l’Equipe Assurance consistent dans la...
-
Business Analyst
Il y a 4 mois
Luxembourg BTO spa Temps pleinBusiness Analyst Who is BTO Research? BTO Research is a consulting firm, part of the Relatech Group, that has been supporting its clients in innovative projects for over 15 years, ensuring a customized approach to meet market challenges. Founded in 2008, we have gathered and enhanced the historical experience of consulting to which we have added two key...
-
Junior Actuary
Il y a 7 mois
Luxembourg Zurich Insurance Temps pleinZurich is one of the world’s leading insurance groups, and one of the few to operate on a global basis. Our mission is to help our customers understand and protect themselves from risk. With about 53,000 employees serving customers in more than 170 countries, we aspire to become the best global insurer as measured by our shareholders, customers and...
-
Nsi - Business Analyst / Insurance Specialist
Il y a 3 mois
Luxembourg NSI Temps plein**Job description**: To reinforce our teams, we are looking for a Business Analyst/Insurance Specialist speaking **French and English.** **Your main responsibilities**: - Contribute actively to all events of the sprints by asking, answering, and challenging - Undertake data analyses and interviews and introduce measuring instruments to understand how to...
-
Customer Service Administrator
Il y a 7 mois
Luxembourg Zurich Insurance Temps pleinZurich is one of the world’s leading insurance groups, and one of the few to operate on a global basis. Our mission is to help our customers understand and protect themselves from risk. With about 53,000 employees serving customers in more than 170 countries, we aspire to become the best global insurer as measured by our shareholders, customers and...
-
Compliance Manager
Il y a 7 mois
Luxembourg LHH Temps pleinThis a great opportunity to join a leading global non-life insurance group that offers an excellent environment and high-level exposure. Reporting to the EU CRO & lead the compliance team, you will interact with other countries and stakeholders to ensure compliance processes throughout Europe. If you are a natural leader that takes initiative and wants to...