WP Life Insurance Product Specialist

Job Reference #
303985BR

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 #teamUBS and make an impact?

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.