Partner & Client Services Officer - Portugal

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.

Within our Business "Private Wealth" within the Southern European team, you play an active part in the development of our Private Clients business on the Portugal market in providing full support in our daily contract administration, while meeting high compliance standards and following strict processes and deadlines.

Your main tasks will include:

• Performing accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document Management
• Following up the onboarding of the new business together with our partners and sales
• Proactively supporting our clients, our partners and our sales team in a timely manner
• Analysing partners and client’s requests by applying Anti-Money Laundering and Know Your Customer procedures
• Assist the team on special projects, tasks, etc. assigned to you

Your profile:

• Bachelor’s degree in administration, accounting or finance or equivalent experience
• A first experience in banking and insurance sector is mandatory
• Excellent communication skills (written and verbal) in Portugal - native level and business fluency in English. Any other European language is an asset
• Highly accurate, organised, reliable and client-oriented
• Dynamic, flexible, autonomous and with team-playing ability

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