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Чётко очерченная руководящая по уровню роль в известной компании по управлению капиталом, с ответственностью за партнёров и влиянием на развитие направления; узкая специализация и работа в офисе в Цюрихе подойдут не всем.
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Текст:
Hirify AI/Оригинал
TL;DR
Life Insurance & Fiduciaria Specialist (Wealth Management): Managing life insurers, brokers, and Italian Fiduciarie while advising Relationship Managers on complex insurance and fiduciary cases, with an accent on partner governance, regulatory compliance, and investment portfolio oversight. Focus on negotiating agreements, leading due diligence and onboarding, resolving guideline breaches, and driving business development and process improvements.
Location: Zürich / Genferstrasse 27, Switzerland
Company
hirify.global is a family-owned and publicly listed wealth management company headquartered in Zurich, with more than 2,000 professionals across 28 global locations.
What you will do
Manage relationships with life insurers, brokers, and Italian Fiduciarie, including business, operational, and contractual matters.
Lead partner onboarding, due diligence, and periodic reviews under internal governance and regulatory requirements.
Advise Relationship Managers on structuring and executing Life Insurance and Fiduciaria cases.
Monitor insurance portfolio investment compliance and resolve guideline breaches with Relationship Managers, clients, and partners.
Track regulatory and market developments, deliver training, and implement resulting internal changes.
Contribute to strategic projects, business development, and continuous improvement of processes, controls, and operating models.
Requirements
5–10 years of strong experience in the private insurance market, ideally in life insurance or Fiduciaria solutions.
Strong negotiation skills with insurers, brokers, and Fiduciarie.
Business development and sales skills, including identifying opportunities and converting them into business.
University degree or equivalent professional qualification.
Fluent English and German required.
Confident, professional presence with clients, partners, and senior stakeholders.
Entrepreneurial, self-driven mindset and strong organisational skills.
Affinity for Artificial Intelligence and willingness to use AI-enabled tools and ways of working.
Nice to have
Legal background.
Italian and/or French.
Culture & Benefits
Zurich location with collaboration spaces and free lunch.
Friendly, diverse, collaborative team and open-office environment.
Modern technology and collaboration across business and technology.
Flat hierarchy, direct communication, and short decision paths.
Learning, development, and mentoring opportunities.
Opportunity to influence the team, platform, and transformation roadmap.
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