FP & A Analyst F/M - Life Insurance
Posted on: 24.07.24
Luxembourg Luxembourg
Permanent
Financial Services
Our client is a global actor offering life insurance products in the French Market.
We are seeking an FP&A Analyst to join the Luxembourg team.
Primary duties and responsibilities:
Qualifications:
You will benefit from:
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.
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.