Life Insurance & Fiduciaria Specialist

Do you know your way around Life Insurance solutions and Italian Fiduciarie, and do you like being the person people call when a case gets complex? As our Life Insurance & Fiduciaria Specialist, you’ll connect our Relationship Managers with external partners and help grow a key part of our wealth management offering.

What the role would be like

Manage relationships with assigned life insurers, brokers and Italian Fiduciarie. You’re the main contact for business, operational and contractual matters, including negotiating agreements
Lead partner onboarding, due diligence and periodic reviews in line with internal governance and regulatory requirements
Advise Relationship Managers on structuring and executing Life Insurance and Fiduciaria cases
Monitor investment compliance of insurance portfolios and resolve guideline breaches with RMs, clients and partners
Track regulatory and market developments and drive the resulting changes internally
Run trainings that build RMs’ knowledge and grow business in these solutions
Contribute to strategic projects, business development and the continuous improvement of processes, controls and operating models

You bring

5-10 years strong experience in the private insurance market, ideally in life insurance or Fiduciaria solutions
Strong negotiation skills that allows you to secure good terms with insurers, brokers and Fiduciarie
Business development and sales skills where you spot opportunities and turn them into business
A university degree or equivalent professional qualification; a legal background is a strong plus
A confident, professional presence with clients, partners and senior stakeholders
An entrepreneurial, self-driven mindset and strong organisational skills
Fluent English and German; Italian and/or French is a plus
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working

What do we offer?

Top Zurich location with collaboration spaces and free lunch.
Friendly, diverse team in an open-office space.
All the latest technology to help you excel and advance.
Flat hierarchy with collaboration at all levels.
Campus feeling and a collaborative spirit.
A role with real influence over the team, platform and transformation roadmap.
A collaborative environment with direct communication and short decision paths.
Learning, development and mentoring opportunities.
Modern technology and close collaboration across business and technology.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

Interested? Apply here