Business Coordination Officer – Life Insurance Team

Job Description

General Info

• Department : Luxembourg – Core Operations
• Work time Percentage: 100%
• Location: Luxembourg
  
  

Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

EFG Bank is seeking a skilled and motivated individual to join our Business Coordination - Life Insurance team in Luxembourg. The successful candidate will play a crucial role in ensuring the daily management of insurance and administrative matters. This position requires a solid understanding of the financial and banking sector, and experience or knowledge in the field of life insurance is highly desirable.

Missions Description

• Life Insurance :
• Follow-up and treatment of incoming requests from insurance companies and other counterparties.
• Processing new insurance policy openings and their regular monitoring.
• Maintaining permanent contact between insurance companies and back/front offices.
• Discretionary and Advisory Mandates:
• Codification and analysis of discretionary management and advisory mandates.
• Daily management of new documents related to the investment side of the bank.
• Audit Requests :
• Prepare, analyze, and complete audit letters for auditors.
• Business Coordination Projects:
• Participate in intra and interdepartmental projects to improve work tools and procedures, including testing and reporting.
• Process Optimization:
• Drive initiatives to enhance processes within the Business Coordination and Insurance Team, improving efficiency and effectiveness.
• Collaborate with various teams to implement best practices and streamline operations.
  

Skills And Experience

• Educational Background: Minimum of a Bachelor's degree, ideally in Economics or Business Administration.
• Experience:
• At least 2 years of experience in the banking, insurance, or financial services sector, preferably in client/customer services.
• Skills
• Good knowledge of financial products, ideally within private banking.
• Proficiency in Excel.
  

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.