FP & A Analyst (F/M) - Assurance Vie. Luxemburgo

FP & A Analyst F/M - Assurance Vie

LU861361

Fyte

Luxembourg

CDI

Services Financiers

Our client is a Global Asset Manager offering assurance vie products in the French Market.

We are seeking an FP&A Analyst to join the Luxembourg team.

Primary duties and responsibilities:

    Writing the financial advice portion of insurance policy proposals for private clients, prioritizing their long-term goals while ensuring the suitability of insurance policies.

    Reviewing the suitability of investment wrappers and optimizing investments within insurance policies.

    Crafting insurance policy proposals for delivery to our private clients in France.

    Providing financial advice to clients through phone and written communication, with occasional face-to-face meetings as you grow in the role.

    Collaborating with internal and external stakeholders to ensure clients' needs are met.

Qualifications:

    A Master's Degree in Financial Planning or a related field.

    At least 5 years of experience in Financial Planning Analysis in a similar environment or experience in a Private Bank.

    Knowledge of Assurance Vie products (French) is required.

    French native with a professional level in English.

You will benefit from:

    Working with an international company that is expanding its team in Luxembourg.

    Career paths with internal mobility.

    WFH policy, Well-being programs.