Life Insurance Specialist

il y a 3 jours


Luxembourg Julius Baer Temps plein

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



  • Luxembourg UBS Temps plein

    Luxembourg - 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...


  • Luxembourg Julius Baer Temps plein

    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)...


  • Luxembourg Julius Baer Temps plein

    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)...

  • Insurance Advisor-non-life

    il y a 1 semaine


    Luxembourg LHH Temps plein

    This 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 1 semaine


    Luxembourg Zurich Insurance Temps plein

    Zurich 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...

  • Life Insurance Market Leader

    il y a 2 semaines


    Luxembourg Source Up Temps plein

    You 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 jours


    Luxembourg UBS Temps plein

    Luxembourg - 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...

  • Product Manager Non-life

    il y a 6 jours


    Luxembourg NonStop Consulting Temps plein

    Good afternoon. 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...


  • Luxembourg Lombard Odier & Cie Temps plein

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...


  • Luxembourg Lux-Advisory Temps plein

    **Lux-Advisory** is a consulting firm specialising in IT and project management. Our consultants work on very high value-added projects in international contexts. As part of our development, we are looking for a **Senior Business Analyst Life Insurance.** **Mission** The team of our customer is responsible for integrating all transformation initiatives...