Investment Services Officer - Cash Operations

Join our team. Your future starts here.

Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers.

Within the Group’s International Division and with its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals for a suitable integrated wealth planning (Global Private Wealth Solutions) and to international companies to address the benefits needs of their local and mobile employees (Global Employee Benefits Solutions).

Swiss Life Global Solutions is located in Luxembourg, Liechtenstein, Zurich and Singapore.

At Swiss Life, our purpose is to enable people to lead a financially self-determined life. Join us if:

• you enjoy working in a truly international and entrepreneurial environment

• you have strong business acumen and are able to think consistently from the customer’s point of view

• you are willing to work in an efficient, committed and agile manner, in the best interests of our company

• collaboration, trust and self-development are key elements for you in your future position.

Your Role

We are looking for an Investment Services Officer to join the Private Wealth Operations – Investment Services team.
The role is focused on the end-to-end management of fees, cash flows and partner-related operations linked to insurance policies.

A core pillar of the position is the daily handling of internal instructions resulting from policy life events (e.g. surrender, partner change, death). This activity involves a non-predictable workflow, requires a high level of organisation and accuracy and carries significant operational responsibility.

Key duties and responsibilities include:

• Processing and monitoring internal instructions related to policy life events (full/partial surrender, change of Asset Manager or bank, death claim,...), while ensuring compliance with internal procedures and operational deadlines
• Coordinating with internal teams and ensuring full ownership of instructions until completion
• Identifying risks, inconsistencies or issues and escalating when necessary
• Managing the end-to-end fee and cash management lifecycle: calculation, validation, communication, execution and reconciliation
• Calculating and monitoring all policy-related fees, including Swiss Life fees, external Asset Managers’ fees and VAT when applicable
• Analyzing partners’ requests and issues and providing timely and appropriate solutions
• Performing regular reconciliations between expected and paid fees. Investigating discrepancies and following up until resolution

Your Profile

• Master’s or Bachelor’s degree in Accounting, Finance, Business Administration or any related field
• First experience in payments, cash operations or fee administration is considered as an advantage
• Strong organizational skills, rigor and a high degree of accuracy with meticulous attention to detail
• Ability to manage a variable flow of instructions, ensuring correct prioritization and timely execution
• Good knowledge of Excel (including data analysis, reconciliations, controls and follow-up files)
• Strong communication skills, both written and verbal, with internal teams and external partners
• Team player, reliable, proactive and solution-oriented
• Business fluency in both English and French

Our Offer

• A varied work within a multicultural team where you can shape your career

• A company culture characterized by its agility, expert know-how, customer-centricity and collaborative mindset

• After trial period, home working is possible according to our internal rules

• An attractive remuneration package in line with your position and responsibilities, including fringe benefits such as lunch vouchers, pension scheme and additional health insurance