About the role
- Role
- Operations and fund accounting
- Seniority
- Senior
- Type
- Full time
- Do you know your way around Life Insurance solutions and Italian Fiduciarie, and do you like being the person people call when a case gets complex? As our Life Insurance & Fiduciaria Specialist, you’ll connect our Relationship Managers with external partners and help grow a key part of our wealth management offering. What the role would be like Manage relationships with assigned life insurers, brokers and Italian Fiduciarie. You’re the main contact for business, operational and contractual matters, including negotiating agreements
- Lead partner onboarding, due diligence and periodic reviews in line with internal governance and regulatory requirements Advise Relationship Managers on structuring and executing Life Insurance and Fiduciaria cases
- Monitor investment compliance of insurance portfolios and resolve guideline breaches with RMs, clients and partners
- Track regulatory and market developments and drive the resulting changes internally
- Run trainings that build RMs’ knowledge and grow business in these solutions
- Contribute to strategic projects, business development and the continuous improvement of processes, controls and operating models
- You bring 5-10 years strong experience in the private insurance market, ideally in life insurance or Fiduciaria solutions
- Strong negotiation skills that allows you to secure good terms with insurers, brokers and Fiduciarie Business development and sales skills where you spot opportunities and turn them into business A university degree or equivalent professional qualification; a legal background is a strong plus A confident, professional presence with clients, partners and senior stakeholders
- An entrepreneurial, self-driven mindset and strong organisational skills Fluent English and German; Italian and/or
- French is a plus
- Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working
- What do we offer? Top Zurich location with collaboration spaces and free lunch. Friendly, diverse team in an open-office space. All the latest technology to help you excel and advance. Flat hierarchy with collaboration at all levels. Campus feeling and a collaborative spirit. A role with real influence over the team, platform and transformation roadmap. A collaborative environment with direct communication and short decision paths. Learning, development and mentoring opportunities. Modern technology and close collaboration across business and technology. We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply. Why Vontobel? At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role. Do you want to be Vontobel? Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner. At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form. At Vontobel, you are building better futures for our clients and society, as well as for yourself. We have over 2,000 engaged professionals, based in 29 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel? Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. Vontobel Career Page
Posted on Vontobel Swiss Financial Advisers’ careers site and shown here in full, as the firm wrote it. Open the original posting
