Wealth Planning Life Insurance Specialist 100%
il y a 2 jours
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 aimed 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 building 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**:
- Provide expert advice on a wide range of life insurance and investment-linked insurance products tailored to HNWI and UHNWI needs.
- Collaborate with private bankers and wealth planners to integrate insurance solutions into clients’ overall financial strategies.
- Present customized proposals and explain the benefits, risks, and costs of each solution in a clear and professional manner.
- Conduct periodic reviews of existing insurance policies to ensure continued suitability for clients’ evolving needs.
- Document all client interactions and ensure data is maintained in accordance with internal policies and legal requirements.
- Liaise with Luxembourg insurance regulator on insurance distribution matters and related tasks
- Stay updated on trends in the European insurance market, including tax regulations, cross-border considerations, and legal frameworks.
- Support in strategic initiatives and process improvements.
**YOUR PROFILE**:
- University degree in finance, Economics, Law, or a related field; professional license with CAA is a plus.
- Minimum 10 years of experience in the insurance or private banking industry, with a focus on distribution of life insurance products as a broker or agent to HNWIs/UHNWIs.
- In-depth knowledge of life insurance products and distribution, tax-efficient structures, and wealth planning solutions.
- Strong understanding of European insurance regulations specifically with regard to Insurance Distribution Directive (IDD) and cross-border implications.
- Exceptional interpersonal, communication, and negotiation skills.
- Team player with entrepreneurial thinking
- Fluency in French and proficiency in English; additional European languages are a plus.
-
Wealth Planning Junior Life Insurance Specialist 50%
il y a 2 jours
Luxembourg Julius Baer Temps pleinAt 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)...
-
Wealth Analysis
il y a 1 semaine
Luxembourg Findel Airport ING Temps pleinAs part of the strengthening of its Private Banking business, ING Luxembourg is looking for a Wealth Analysis & Planning Specialist. We wish to strengthen our team in the different markets where we are active: Belgian, French, Luxembourg and international (notably UK, Spain). Your work environment: ING is a financial institution of Dutch origin that offers...
-
Life Insurance Market Leader
il y a 7 jours
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 2 heures
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...
-
Accountant (M/F/d) at Fwu Life Insurance Lux S.a.
il y a 1 semaine
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...
-
Senior Group Life and Disability Underwriter-Dutch Market
il y a 2 semaines
Luxembourg, 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...
-
Senior Client Services Specialist
il y a 7 jours
Luxembourg FCD Temps plein**Senior Client Services Specialist (Dutch/French)** **Location**:Luxembourg Hybrid **Type**: Full-time | Permanent Are you an experienced professional in the financial or life insurance sector, passionate about client relations and operational excellence? A leading institution in the industry is seeking a **Senior Client Services Specialist** to support...
-
Senior Accountant
il y a 2 semaines
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...
-
Insurance Advisor-non-life
il y a 2 jours
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...
-
Operations Performance
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...