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

Top Zurich location with collaboration spaces and free lunch

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

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

Asset Management

Patriot Act Certification

Deposit Insurance Scheme