Requirements: English
Company: Lombard International Assurance S.A.
Region: Sandweiler , Luxembourg
About Lombard International Assurance Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International''s solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals. On 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025. About Utmost Group plc Utmost Group plc is a leading provider of insurance and savings solutions. Its principal businesses are Utmost international and Utmost Life and Pensions, which together are responsible for 109bn of primarily unit-linked policyholder assets for 5000,000 policyholders, on a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holding Sarl. Utmost Group plc is subject to group supervision by the PRA. About Utmost International Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates across the UK, Europe Latin America; Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals. On a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed 103bn of assets under administration on behalf of approximately 210,000 policyholders. Your role Are you ready for a challenge? The Account Officer is responsible for providing daily support to Partners, Clients, and Sales colleagues, handling daily workload in an accurate and timely manner meeting, and exceeding where possible, the Service Standards. The Account Officer may help the team to support additional/exceptional workload. Your responsibilities will be as follows: Act as the person of contact for any partner and client queries received by email, fax, post or by telephone, Take the necessary action to respond in an effective, professional and timely manner to the queries received by telephone, email or post from several partners, clients or sales colleagues consistently ensuring a high level of service, Perform accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management, Assist in processing the due diligence review of transactions in line with corporate standards, Develop and maintain a strong working relationship with our sales consultants and all partners, Maintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required. Your profile Have you got what it takes to become our Account Officer Iberia and Latam? University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services, Relevant experience in Finance or Insurance, Aware of developments within the financial/insurance sector in general and competent in dealing with queries relating to funds and financial instruments, Strong team player with excellent organisational and analytical skills, Ability to work independently while keen to work as part of a team and support colleagues when needed, Be able to clearly and comprehensively outline complex issues both verbally and in writing, Multi-task efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all your duties, Strong prioritization skills, flexible, reliable and responsible in challenging situations, Strong client service focus, solutions oriented and capable of ensuring a high service level to clients, Take personal pride in delivering high quality service to internal and external clients, Ability to demonstrate a high level of initiative and problem-solving capabilities, Willing to make the extra effort as required, Ability to work in a regulated environment and to respect the external and internal guidelines, Ability to maintain performance and positive relationships in stressful/challenging situations, Agility and pragmatism in a complex and changing environment, Good command of MS office products, Fluency in Portuguese, Spanish and English is required. Additional Assets: Any other European language will be considered as an asset. We offer you Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a c