Life Insurance and Capitalisation Specialist
We design innovative solutions for high-end clients in Luxembourg.
As a Wealth Planning expert, you will ensure the control and validation of our life insurance and capitalisation solutions.
* You will manage budgets for wealth engineering solutions and collaborate with sales teams and external advisors.
* Provide technical and legal support to sales teams.
* Conduct studies on wealth, tax, and law for setting up or administering life insurance and/or capitalization contracts.
* Help sales teams stand out through preferential treatment of high-end prospects.
* Develop and deliver training programs on topics related to our activities.
* Write presentations and marketing materials on wealth and estate engineering solutions.
* Participate in communication actions and events for partners/clients.