FP & A Analyst F/M - Assurance Vie

Our client is a Global Asset Manager offering assurance vie products in the French Market.
We are seeking an FP&A Analyst to join the Luxembourg team. 

Primary duties and responsibilities:

• Writing the financial advice portion of insurance policy proposals for private clients, prioritizing their long-term goals while ensuring the suitability of insurance policies.
• Reviewing the suitability of investment wrappers and optimizing investments within insurance policies.
• Crafting insurance policy proposals for delivery to our private clients in France.
• Providing financial advice to clients through phone and written communication, with occasional face-to-face meetings as you grow in the role.
• Collaborating with internal and external stakeholders to ensure clients' needs are met.

Qualifications:

• A Master's Degree in Financial Planning or a related field.
• At least 5 years of experience in Financial Planning Analysis in a similar environment or experience in a Private Bank.
• Knowledge of Assurance Vie products (French) is required.
• French native with a professional level in English.

 
You will benefit from:

• Working with an international company that is expanding its team in Luxembourg. 
• Career paths with internal mobility.
• WFH policy, Well-being programs.

If you meet the above profile and wish to apply, please submit your application, which will be handled with the utmost confidentiality by Héloïse Buring.
A valid work permit in Luxembourg (or European citizenship) is required for this position.