Objectives of the position:
Based on his/her experience in servicing wealth planning solutions involving life insurance wrapper to high net worth individuals, the Officer – Dedicated Fund Business will deliver the best possible service to both internal customers and externals clients including our business partners, in terms of back office duties.

Tasks & responsibilities:

• Dedicated funds policy management: Policy Administration, such as new issues, policy modifications, surrenders, monthly/quarterly portfolio valuations, transactions on the portfolio, special cases including the management of unquoted securities underlying the insurance policy.


• Business partners relations: Direct contact with custodian banks, investment managers and intermediaries on an ad-hoc basis, either linked to policy administration or procedures.


• Assist in setting up new relationship with potential business partners. Agreements to be completed include, but are not limited to, custodian agreements, investment management agreement and share purchase agreements.


• Handling of correspondence with clients and business partners in coordination with the front office either linked to policy administration or procedures.


• Administration procedures: Development and improvement of business procedures within the administration


• Participate in business development projects at group level


• Coordinate with the compliance department in relation to handling of potential litigations arisen from the dedicated fund business

Profile:

• At least 3 years experience in the life insurance industry in Luxembourg, ideally with experience of servicing dedicated fund business, including investments into unlisted equities


• Fluent in Dutch, French and English


• Stress resistant


• Team player


• Organized and accurate