Middle Officer Intermediaries
Core
Support the Partner Solutions team in managing relationships with channel partners, handling administrative onboarding, client communication, and KPI reporting.
Role type
Middle Officer Intermediaries
Builds
Channel partner relationships and business development
Domain
Financial services / Insurance / Wealth management
Deliverable
client delivery
Required skills
Relationship management, problem-solving, administrative coordination, regulatory compliance knowledge, industry knowledge (life insurance, wealth management, independent financial advisors)
Preferred skills
Knowledge of European financial advisor networks, Luxembourg insurance agent certification
Technologies
None stated
Responsibilities
Onboard new business relationships, manage client and prospect relationships, handle inquiries via phone and email, produce regular KPI reports
Seniority
Middle
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