Responsabilities:
- Analysis of existing annexes;
- Preparation of a risk profile vs. investment strategy proposal based on the new questionnaire;
- Validation with Invest Control teams;
- Communication with the sales team to communicate the proposal to the financial manager + collect his position on the SFDR subject;
- Participation in any exchanges;
- Management of returns (+ reminders);
- Implementation of the modified IDF annexes based on the results of the previous points (preparation + explanation and interaction with the marketing teams).
Skills:
Description of the technical environment :
- Hardware: PC
- Software: Pack Office, network directories, Acrobat Pro
Expected results :
- Maintenance of the monitoring table that shows the status of the project;
- Initiate the process on 100% of the existing IDF annexes (approximately 80);
- Finalise at least 2/3 (subject to feedback from managers).
Prerequisites :
- Business lines: Luxembourg life insurance (knowledge of DIF and financial management under mandate)
- Standards & Processes: portfolio management under mandate / SFDR regulations;
- Technical: Current use of office automation tools;
- Languages: French / English / Italian is a plus
Job Type: Consulting
Job Location: Luxembourg
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