Insurance Specialist, PWM&FO | SEB Luxembourg

SEB
Luxembourg
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 5+ yearsEducation: bachelorsSkills: ["Stakeholder management","Communication","Relationship-building","Attention to detail","Process improvement"]

Coordinate life-insurance matters for Private Wealth Management & Family Office clients in Luxembourg. Serve as the primary point of contact with insurance companies, managing insurance transactions such as subscriptions, amendments, and claims while ensuring “House in Order” documentation quality. Work closely with Client Executives, Wealth Planners, and external providers to deliver compliant, efficient insurance execution across KYC/AML and cross-border rules.

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FursaFursa
SEB
SEB
2 days ago

Insurance Specialist, PWM&FO | SEB Luxembourg

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Last checked: 48 minutes agoStatus: Live

Job Summary

Coordinate life-insurance matters for Private Wealth Management & Family Office clients in Luxembourg. Serve as the primary point of contact with insurance companies, managing insurance transactions such as subscriptions, amendments, and claims while ensuring “House in Order” documentation quality. Work closely with Client Executives, Wealth Planners, and external providers to deliver compliant, efficient insurance execution across KYC/AML and cross-border rules.
Location: Luxembourg
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Act as the main point of contact to life insurance companies and maintain external relationships.
  • •Coordinate and oversee insurance transactions, including subscriptions, amendments, and claims.
  • •Ensure efficient execution and follow-up of insurance processes across internal and external stakeholders.
  • •Provide expert support to Client Executives and Wealth Planners on life insurance structures and solutions.
  • •Ensure compliance of insurance activities with regulatory requirements (KYC, AML, and cross-border rules) and maintain process documentation quality.

Key Requirements

  • •University degree in finance, economics, law, or a similar field.
  • •Typically 5+ years of experience in life insurance, preferably within private banking, wealth management, or international insurance providers.
  • •Strong understanding of cross-border insurance solutions and related regulations.
  • •Experience working with international clients and complex insurance structures.
  • •Excellent verbal and written communication skills in English.
Experience:5+ years
Education:Bachelor's
Skills:Stakeholder managementCommunicationRelationship-buildingAttention to detailProcess improvement
Languages:English

Company Brief

SEB
SEB (Skandinaviska Enskilda Banken) is a leading Nordic financial group offering corporate and institutional banking, wealth management, private banking, and asset management services to businesses and private customers across the Nordic and Baltic regions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Stockholm, Sweden
Founded: 1856
WebsiteLinkedIn