- An opportunity to join a leading life insurance company
- 12 months renewable/convertible contract
About Our Client
A leading life insurance company headquartered in Switzerland, with more than CHF 200 billion of assets managed. The client provides life and pensions and financial solutions to both private and corporate clients.
Job Description
Key Responsibilities:
- First level of review on documents received to New Business Team
- Ensure new business applications are processed accurately and efficiently, adhering to company guidelines and regulatory requirements
- Provide timely follow up and processing of new business applications
- Conduct reviews of sufficiency of Source of Wealth documents
- Follow-up with intermediaries or clients whom we have requested for supporting documents
- Escalate high-risk cases to compliance team
The Successful Applicant
- Bachelor's degree in relevant field
- At-least 2 years of relevant experience in insurance industry
- Candidates with prior new business/KYC experience from banking industry are welcome to apply
What's on Offer
An exciting opportunity to join a leading life insurance firm
