Luxembourg Job Openings

elipsLife AG

Client Relationship Officer - Portuguese Market

FULL TIME

July 30, 2024

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 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 play an active part in the Client Development Team of the Private Wealth business. This team focuses on various European markets in providing support in the distribution activities, notably in the management of an existing client base. This role embraces the following responsibilities:
Your Role
  • Managing an existing client base, by proactively contacting policyholders at least once a year with the final aim to assure that all the client information is recorded according to regulatory standards
  • Taking care of customers’ requests (top-ups, surrenders, switches, other changes on existing policies…)
  • Working in close collaboration with other departments (Operations, Sales, Legal, Compliance, Solutions)
  • Organizing the Distribution Quality Review Board
  • Making sure that Distribution activities are completed in compliance with Insurance Distribution Directive and the candidate will also need to become a registered agent within the CAA (Commissariat Aux Assurances).
Your Profile
  • Bachelor’s Degree in Business, Law, Finance or Marketing
  • Minimum of 2 to 3 years of professional experience in insurance/banking sector. An experience in life insurance would be an asset.
  • Excellent communication skills (written and verbal) in Portuguese and English: French: good understanding of business conversation. Any other European language is an asset
  • Sales acumen and drive
  • Very well organised on the administrative part, you like client contact on a day-to-day basis.
  • Hands on, autonomous and able to solve problems
  • Accurate, reliable and client-oriented
  • Ability to prioritize and to deal with several tasks simultaneously
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.
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