Investment Services Trainee (Alternance possible)

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 a motivated Investment Services Intern to join our Private Wealth Operations – Investment Services team. This internship is ideal for a student seeking a long-term internship or apprenticeship (preferably 12 months) and wishing to gain hands‑on experience in financial operations within an international environment.

You will support the team in the end‑to‑end management of fees, cash flows and partner‑related operations linked to insurance policies. You will be trained and supervised throughout your mission, progressively taking ownership of tasks as you develop your skills.

As part of your internship, you will assist the team with:

• Supporting the processing and monitoring of internal instructions related to policy life events (full/partial surrender, change of Asset Manager or bank, death claim, etc.) while ensuring compliance with internal procedures.
• Helping coordinate with internal teams and following up on instructions until completion.
• Assisting in the identification of risks, inconsistencies or issues and escalating them when necessary.
• Contributing to the fee and cash management lifecycle: calculation, validation, communication, execution and reconciliation.
• Supporting the calculation and monitoring of policy‑related fees (Swiss Life fees, external Asset Managers’ fees, VAT when applicable).
• Participating in regular reconciliations between expected and paid fees and assisting in the investigation of discrepancies.

Your Profile

• Currently enrolled in a Bachelor’s or Master’s degree in Accounting, Finance, Business Administration or a related field.
• Strong organisational skills, attention to detail and willingness to learn.
• Ability to manage a variable flow of tasks and prioritise effectively.
• Good command of Excel (data analysis, reconciliations, controls).
• Strong communication skills, both written and verbal.
• Team‑oriented, reliable, proactive and solution‑driven.
• Business fluency in French and professional proficiency (B2 level) in English.

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.