Join our team. Your future starts here.
Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers.
Within the Group’s International Division and with its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals for a suitable integrated wealth planning (Global Private Wealth Solutions) and to international companies to address the benefits needs of their local and mobile employees (Global Employee Benefits Solutions).
Swiss Life Global Solutions is located in Luxembourg, Liechtenstein, Zurich and Singapore.
At Swiss Life, our purpose is to enable people to lead a financially self-determined life. Join us if:
you enjoy working in a truly international and entrepreneurial environment
you have strong business acumen and are able to think consistently from the customer’s point of view
you are willing to work in an efficient, committed and agile manner, in the best interests of our company
collaboration, trust and self-development are key elements for you in your future position.
Your Role:
You will play an active part in the Client Development Team of the Private Wealth business Europe for both of our insurance carriers in Luxembourg & Liechtenstein. This team based in Luxembourg focuses on various European markets providing support in the distribution activities, notably in the management of an existing Swiss Life own-intermediated client base. This new role embraces the following responsibilities
- You are the senior relationship manager for Portuguese clients, acting as an internal broker
- Working in close collaboration with other departments (Operations, Sales, Legal, Compliance, Solutions etc.) to deliver the optimal client experience, take the lead in control and reporting dependencies and to contribute to ongoing enhancement of the total service proposition
- Coordinating clients’ requests (top-ups, surrenders, switches, other changes on existing policies…)
- Safeguarding relevant supporting activities are concluded in compliance with Insurance Distribution Directive
- You are the first line expert of AML/KYC activities within the team and Client Relationship Managers on these matters and act as an ambassador to the Operations, Products and Compliance departments
- Managing existing Swiss Life own-intermediated client base, through proactive contact with policyholders at least annually with the definitive aim to safeguard the client relationship is managed to regulatory standards
Depending upon your skills, motivation and performance, you might have the opportunity to evolve in a Sales position.
Your Profile:
- Bachelor’s Degree in Business, Law, Finance or Marketing
- Minimum of +5 years of professional experience in wealth management and financial industry. An experience in life insurance would be an asset
- First exposure to Portuguese HNWI clients is mandatory
- Business fluency in Portuguese and English. French is a strong asset. Any other European language is an asset
- Knowledge and experience in Distribution, KYC and AML requirements and implementation processes
- Client centric focus, with added sales acumen and drive
- Hands on, autonomous and able to solve problems
- Accurate, reliable and client-oriented
- Ability to prioritize and to deal with several tasks simultaneously
- The candidate will be required to become a registered agent with the CAA
Our Offer
A varied work within a multicultural team where you can shape your career
A company culture characterized by its agility, expert know-how, customer-centricity and collaborative mindset
After trial period, home working is possible according to our internal rules
An attractive remuneration package in line with your position and responsibilities, including fringe benefits such as lunch vouchers, pension scheme and additional health insurance
Please note that a criminal record extract and a copy of your diplomas will be required in case of hiring.
