Join us as an Insurance Specialist within the Private Banking Team in our Global Wealth Management division located in Zurich. Your role within the Life Referral Business Market Coverage team is to support the ‘location manager’ in all business activities towards Front Office (FO) Management, Relationship Managers (RMs), Wealth Planners (WPs) and other stakeholders. You drive enablement & activation of via training, book screening, and client meeting support and pro-actively managing the insurance referral pipeline. You will systematically lead on case management and coordination between RMs, WPs, Brokers & other CS functions. You need to proactively agree with FO Management how to support with expertise about insurance solutions, referral business, banking processes and governance and insurance policy financing. In addition, you support various Business integration projects. Your future colleagues Join a highly motivated team of Insurance Specialists. You support some of the most talented senior relationship managers, servicing well-established HNWI relationships. This is an excellent platform for personal and professional development within a highly committed and collaborative team in an international and fast-paced environment. If you consistently strive to learn, seek new ways of thinking, improve existing processes and achieve efficiencies, we are the match for your ambition. We understand the importance of flexible working and we would welcome a conversation about this. We are open to discussing both formal and informal flexible working arrangements. We are a department, which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values. You’ll be a good match if you have: * University degree or equivalent education * Demonstrable & proven experience of HNWI life insurance and/or bancassurance * Experience dealing with Private Bank Relationship Managers and/or Wealth Planners * Working knowledge and experience of insurance referral model of a top-tier Private Bank * Strong communication and stakeholder management skills * Proven coaching / mentoring skills, team player with high interpersonal skills, diligent, conscientious, persistent * Very structured and principled with a “can do”, entrepreneurial mindset * Passionate for sales / developing a sales culture, target & relationship oriented, good influencer * Solutions oriented, analytical, insightful * Structured, disciplined, diligent, conscientious, persistent * High level of risk awareness and sensitivity * Understand the importance, and have demonstrated awareness, of compliance and risk control * Experience in dealing with compliance and risk control within the financial services sector * Strong English skills (fluent written and spoken), additional languages (location relevant) are seen as an asset * (HNW) Insurance sales experience, preferred order: 1. Private Bank (Insurance Specialist, Wealth Planner, RM, Sales Management; 2. Broker (Sales Consultant, experienced Operations/Case Manager; 3. Insurer (HNW distribution or Bancassurance Specialist); 4. Insurance Agent (top tier) * Preferred experience: training needs identification, design and development/deployment; Client Needs Analysis (including Business Solutions) and pitching/sales strategy and campaign development * Dedication to fostering an inclusive culture and value diverse perspectives #LI-CSJOB Ms. D. Fryzowicz would be delighted to receive your application (including motivation letter, references, educational documents etc.) Please apply via our career portal. Your new employer Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals. UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact? UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce. Job: Product Specialist* *Title: *Insurance Product Manager #231725 Location: Switzerland-Switzerland - Region Zurich-Zürich Requisition ID: 231725