Investment Solutions Officer

ONELIFE; Berlin; Hybrid; EUR 45.000 - 75.000; Vollzeit

Zusammenfassung

An established industry player is seeking an Investment Solutions Officer to join their dynamic Sales Support team. This role is pivotal in ensuring the smooth operation of the Non-Traditional Assets portfolio, requiring a keen analytical mindset and strong attention to detail. You will engage with various stakeholders, ensuring compliance with procedures while also promoting innovative solutions to enhance client value. With a supportive work environment and opportunities for professional growth, this position offers a unique chance to contribute to a growing Luxembourg-based life insurance company dedicated to transforming financial planning for wealthy clients.

Leistungen

Pension plan

Flextime hours

Teleworking authorized

35.5 days of holidays

Office fruit

Sports committee

Social events

Qualifikationen

• Minimum 2 years’ experience in Private Equity and Alternative Funds.
• Strong knowledge of investment vehicles and valuation methods.

Aufgaben

• Monitor Non-Traditional Assets portfolio and ensure compliance.
• Liaise with stakeholders and provide documentation during NTA phases.

Kenntnisse

Investment Vehicles Knowledge

Analytical Mindset

Attention to Detail

Client Communication

Valuation Methodology Understanding

Creativity in Client Value Addition

Ausbildung

Master's Degree in Economics

Master's Degree in Finance

Jobbeschreibung

This opportunity could change your life!

The mission

OneLife is a Luxembourg life insurance company specialised in cross-border financial planning solutions for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Sales Support team.

The purpose of the role of Investment Solutions Officer is to support the Investment Solutions Team in maintaining daily operational business continuity of the department.

You are responsible for the daily monitoring of the Non-Traditional Assets portfolio (hereafter "NTA") as well as ensuring the procedures are respected. This includes tasks for Quarterly reporting and business as usual of the department. That involves understanding of the valuation method (Asset, Income and Market approach) as well as the alternative funds sector and the unquoted assets.

Main objectives of the role

• Assess fund’s market trends, Sales, Fund Houses, broker and client’s needs
• Consult others when managing client requests that are in conflict with standards, practices and regulation
• Ensure that both procedures and legal framework are respected when onboarding a new NTA
• Liaise with various stakeholders (internal: Tax & Legal, Compliance…) / external: Custodian banks, Auditors…
• Ensure an effective follow up of the NTA monitoring and appropriate communication in case of issues
• Ensure that our internal folders stored on the internal server are up to date
• Provide clear explanations and supporting documentation during the different phases (NTA acceptance, valuation, etc.)
• Understand valuation methods for NTA’s (Asset, Income and Market approach)
• Promote new ideas and services by applying knowledge of the industry/sector to create client value
• Think of ways for internal and external communication (develop leaflets, brochures, press articles, LinkedIn…)
• Seek opportunities to add value to clients (be creative), perform/share regulatory updates
• Participate in ad hoc projects, events… and be an active support to the promotion of the department

Profile of our future teammate

• Master's Degree in Economics or Finance;
• Very good knowledge in investment vehicles and in the (alternative) fund industry;
• Minimum 2 years’ experience in the Private Equity, Alternative Funds and valuation analysis sector;
• Knowledge of valuation methodology or audit background is an asset
• Strong attention to detail;
• Analytical mindset;
• Flexible and able to easily adapt;
• Previous experience in broker, fund house or insurance sectors is an asset;
• Fluent in French and English (any other language is an asset).

Are you interested in working for a growing Luxembourg-based life insurance company?

Jump into the adventure and join a team with a supportive and collaborative working environment. We encourage all applications and would be pleased to welcome you for an interview.

Recruitment Process

Interested candidates should submit their application, only your CV, via Moovijob.com.

OneLife. Several reasons

OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond.

Whether it’s a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.

Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.

With EUR 9 bn in assets under management, OneLife is a member of Groupe APICIL, the third largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.

What we offer…

• Member of the Insurance collective agreement
• Pension plan
• Flextime hours & teleworking authorised (possibility to exceed the authorised tax threshold within the limit of 25% of the working time)
• 35.5 days of holidays per year
• Fruit at the office, sports committee, social events…