Insurance Specialist, PWM&FO | SEB Luxembourg
SEB is a leading international financial services group with customer bases among both private individuals and organizations. We are recognized for our expertise and customer-centric approach, which we achieve by listening to our customers, committing to quality and trust, and encouraging an entrepreneurial mindset in everything we do.
SEB Luxembourg branch serves as the hub for Private Wealth Management & Family Office (PWM&FO) services to Nordic nationals living abroad. It is also the base for many of SEB’s funds and offers global custody and related depositary services to financial institutions. We are around 150 employees with more than 20 different nationalities and in the midst of further growth and expansion.
About the role
We are looking for an experienced Insurance Specialist to join our Coverage team in Luxembourg.
In this role, you will act as the central coordinator for insurance-related matters within PWM&FO Luxembourg and serve as the primary point of contact towards insurance companies. You will work closely with Client Executives, Client Service Partners, Wealth Planners, and external insurance providers to ensure seamless execution of insurance transactions and high-quality client service.
Key responsibilities
- Act as the main contact point towards life insurance companies, maintaining strong external relationships
- Coordinate and oversee insurance-related transactions, including subscriptions, amendments, and claims
- Ensure efficient execution and follow-up of all insurance processes across internal and external stakeholders
- Provide expert support to Client Executives and Wealth Planners on life insurance structures and solutions
- Ensure all insurance activities comply with regulatory requirements (KYC, AML, cross-border rules)
- Maintain and improve process documentation and working procedures, ensuring consistency and efficiency
- Monitor documentation quality and ensure that client files remain complete and compliant (“House in Order”)
- Identify opportunities to enhance operational processes and client experience
- Act as a knowledge hub within the team, sharing expertise on insurance products and market practices
To thrive in this role, we believe you have:
- Team player attitude, allowing you to collaborate efficiently cross departments
- Flexibility towards work assignments with an ability to quickly adapt to changes
- Structured and proactive way of working and ability to manage your time and deliver according to agreed deadlines
- Willingness to continuously develop and improve processes and ways of working
- Excellent verbal and written language skills in English; other languages are considered as an advantage
Experience & qualifications
- University degree in finance, economics, law, or similar
- Significant experience (typically 5+ years) in life insurance, preferably within private banking, Wealth management, or international insurance providers
- Strong understanding of cross-border insurance solutions and regulations
- Experience working with international clients and complex structures
Skills
- Strong coordination and stakeholder management skills
- Excellent communication and relationship-building abilities
- High level of attention to detail and quality
- Structured, proactive, and solution-oriented mindset
- Fluency in English; Nordic languages are an advantage
Who you are
- Client-focused and committed to delivering a high level of service
- A team player who collaborates effectively across functions and geographies
- Driven to improve processes and ways of working
- Comfortable working in an international and dynamic environment
- Eager to continuously develop your expertise
What we offer
We offer many experiences and benefits to our employees, and there is nuance to every individual’s career experience, but the elements that define the core of our offering are:
- A key specialist role with visibility across the PWM&FO organisation
- An international, collaborative environment with strong team spirit
- Opportunities for professional growth and specialization
- A modern workplace with flat hierarchy and entrepreneurial culture
- International and entrepreneurial Scandinavian working environment
Ready to join?
If this position seems to be a good fit for you, please apply by sending your application with your CV and a cover letter in English as soon as possible, but at the latest 31 August 2026.
Please be also informed that candidate selected for this role will need to provide their Criminal Record Certificate and we will also perform a name screening against sanctions list as a part of the background check process.
SEB is a leading international financial services group with customer bases among both private individuals and organizations. We are recognized for our expertise and customer-centric approach, which we achieve by listening to our customers, committing to quality and trust, and encouraging an entrepreneurial mindset in everything we do.
SEB Luxembourg branch serves as the hub for Private Wealth Management & Family Office (PWM&FO) services to Nordic nationals living abroad. It is also the base for many of SEB’s funds and offers global custody and related depositary services to financial institutions. We are around 150 employees with more than 20 different nationalities and in the midst of further growth and expansion.
About the role
We are looking for an experienced Insurance Specialist to join our Coverage team in Luxembourg.
In this role, you will act as the central coordinator for insurance-related matters within PWM&FO Luxembourg and serve as the primary point of contact towards insurance companies. You will work closely with Client Executives, Client Service Partners, Wealth Planners, and external insurance providers to ensure seamless execution of insurance transactions and high-quality client service.
Key responsibilities
- Act as the main contact point towards life insurance companies, maintaining strong external relationships
- Coordinate and oversee insurance-related transactions, including subscriptions, amendments, and claims
- Ensure efficient execution and follow-up of all insurance processes across internal and external stakeholders
- Provide expert support to Client Executives and Wealth Planners on life insurance structures and solutions
- Ensure all insurance activities comply with regulatory requirements (KYC, AML, cross-border rules)
- Maintain and improve process documentation and working procedures, ensuring consistency and efficiency
- Monitor documentation quality and ensure that client files remain complete and compliant (“House in Order”)
- Identify opportunities to enhance operational processes and client experience
- Act as a knowledge hub within the team, sharing expertise on insurance products and market practices
To thrive in this role, we believe you have:
- Team player attitude, allowing you to collaborate efficiently cross departments
- Flexibility towards work assignments with an ability to quickly adapt to changes
- Structured and proactive way of working and ability to manage your time and deliver according to agreed deadlines
- Willingness to continuously develop and improve processes and ways of working
- Excellent verbal and written language skills in English; other languages are considered as an advantage
Experience & qualifications
- University degree in finance, economics, law, or similar
- Significant experience (typically 5+ years) in life insurance, preferably within private banking, Wealth management, or international insurance providers
- Strong understanding of cross-border insurance solutions and regulations
- Experience working with international clients and complex structures
Skills
- Strong coordination and stakeholder management skills
- Excellent communication and relationship-building abilities
- High level of attention to detail and quality
- Structured, proactive, and solution-oriented mindset
- Fluency in English; Nordic languages are an advantage
Who you are
- Client-focused and committed to delivering a high level of service
- A team player who collaborates effectively across functions and geographies
- Driven to improve processes and ways of working
- Comfortable working in an international and dynamic environment
- Eager to continuously develop your expertise
What we offer
We offer many experiences and benefits to our employees, and there is nuance to every individual’s career experience, but the elements that define the core of our offering are:
- A key specialist role with visibility across the PWM&FO organisation
- An international, collaborative environment with strong team spirit
- Opportunities for professional growth and specialization
- A modern workplace with flat hierarchy and entrepreneurial culture
- International and entrepreneurial Scandinavian working environment
Ready to join?
If this position seems to be a good fit for you, please apply by sending your application with your CV and a cover letter in English as soon as possible, but at the latest 31 August 2026.
Please be also informed that candidate selected for this role will need to provide their Criminal Record Certificate and we will also perform a name screening against sanctions list as a part of the background check process.