Apply for WP Life Insurance Product Specialist Role at UBS

Luxembourg Job Openings

UBS

WP Life Insurance Product Specialist

Luxembourg

FULL TIME

October 4, 2024

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 brokers/carriers with operational matters to ensure a compliant and timely servicing of the life insurance book
manage the relationship with a panel of insurance carrier and intermediaries
participate in projects and initiatives with multi-functional teams
organize and facilitate product/country-specific seminars, trainings, workshops
monitor and manage risks accordingly within a structured risk framework
coordinate the maintenance of the underlying discretionary mandates and investment funds incorporated into life insurance (new mandates, decommissioning, SAA, price changes, etc)
leverage on know-how and synergies from other life insurance locations
participate in client meetings/contacts covering insurance needs
monitor regulatory developments, ensure that the modus operandi of the business is compliant and up to date with the applicable regulatory framework

Your team

You'll be joining a highly motivated team of Life Insurance Product Specialists in UBS Luxembourg. You will be part of the Wealth Planning Advisory & Life Insurance team within CIO GLOBAL INVESTMENT MANAGEMENT. You support some of the most talented senior client advisors, servicing well-established HNWI relationships. This is an excellent platform for personal and professional development within a highly committed and collaborative team in an international and fast-paced environment. If you consistently strive to learn, seek new ways of thinking, improve existing processes, and achieve efficiencies, we are the match for your ambition. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your expertise

demonstrated & proven experience as a product manager of HNWI life insurance (PPLI, Unit Linked) with excellent product knowledge
proven experience and good understanding of financial markets
excellent understanding of the regulatory environment impacting financial institutions in the wealth planning and life insurance space
experience dealing with Private Banking Client Advisors and Advisory & Sales
strong communication and stakeholder management skills, and experience in managing projects
proven coaching/mentoring skills, are a team player with high interpersonal skills
very structured and principled with a “can do” and an entrepreneurial mindset
solutions oriented, analytical, structured, disciplined, diligent, and persistent
experience in dealing with compliance and risk controls within the financial services sector

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #team UBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.

We regret to inform you that this job opportunity is no longer available as it has expired

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