Wealth Planning Life Insurance Specialist

Stellenbeschreibung

Aufgaben

• Provide expert advice on a wide range of life insurance and investment-linked insurance products tailored to HNWI and UHNWl 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.

Anforderungen

• 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

Wir bieten

Weitere Informationen

• Die Stelle ist in Luxemburg angesiedelt.
• Es handelt sich um eine Vollzeitstelle.