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 for both our insurance carriers in Liechtenstein & Luxembourg. 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:

• Taking a leading role within the Client Development Team AML/KYC activities working together with colleagues and act as an advisor to others
• Steering the application of compliance standards and acting as an ambassador to the Compliance department
• 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
• 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

Your Profile

• Bachelor’s or Master’s degree in Business, Law, Finance, Management or any related field
• Minimum of +5 years of professional experience in insurance/banking/finance sector. An experience in life insurance would be an asset
• Knowledge and experience in KYC/AML/Distribution requirements and implementation processes
• Business fluency (written and verbal) in English and French is mandatory. Competency in German and/or Italian is a distinct asset. All other European languages are an advantage
• Client centric focus, with added sales acumen and drive is an asset
• Very well organised, with diligence and focus relating to administration & follow up, you like client contact on a day-to-day basis
• Hands on, autonomous and driven to solve problems
• Accurate, reliable and performance 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

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

You will play an active part in the Client Development Team of the Private Wealth business for both our insurance carriers in Liechtenstein & Luxembourg. 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:

• Taking a leading role within the Client Development Team AML/KYC activities working together with colleagues and act as an advisor to others
• Steering the application of compliance standards and acting as an ambassador to the Compliance department
• 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
• 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 Directiv