VUMI® is an international health insurance company offering exclusive major medical insurance products and VIP medical services to clients worldwide. We are seeking an experienced Senior Financial Underwriter to join our Life & Investment Division.
Key Responsibilities
- Evaluate financial justification, insurable interest, source of wealth, source of funds, and ownership structures for life insurance applications.
- Analyze financial documentation, net worth information, liquidity, trusts, investment vehicles, and corporate ownership structures.
- Support AML/KYC and enhanced due diligence reviews in collaboration with Compliance and Legal teams.
- Prepare and present complex financial underwriting cases to reinsurers.
- Provide guidance to brokers, agents, and distribution partners regarding financial underwriting requirements.
- Maintain accurate documentation and underwriting records.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Risk Management, or related field.
- Experience in financial underwriting, life insurance, wealth management, AML/KYC, or enhanced due diligence.
- Experience reviewing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Experience working with international reinsurers.
- Advanced English and Spanish required.
- Experience in Latin American markets preferred.
Why Join VUMI?
- Fully remote position based in Mexico.
- Opportunity to work with international markets and complex financial risk assessments.
- Collaborative and growing integral organization.
📌 Senior Financial Underwriter (Ciudad de México)
🏢 VIP Universal Medical Insurance Group (VUMI)
📍 Ciudad de México
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