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Manage end-to-end fees, cash flows, and partner-related operations linked to insurance policies. Process internal instructions for policy life events such as surrenders, partner changes, and death claims.
Requires a Bachelor's or Master's degree in Finance, Accounting, or Business Administration with fluency in English and French. Experience in payments or cash operations is considered an advantage.
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 financially 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.
We are looking for an Investment Services Officer to join the Private Wealth Operations – Investment Services team.
The role is focused on the end-to-end management of fees, cash flows and partner-related operations linked to insurance policies.
A core pillar of the position is the daily handling of internal instructions resulting from policy life events (e.g. surrender, partner change, death). This activity involves a non-predictable workflow, requires a high level of organisation and accuracy and carries significant operational responsibility.
Key duties and responsibilities include:
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.
We enable people to lead a financially self-determined life.
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
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