Partner & Client Services - Belgian Market

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. #utmost

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, exceeding where possible the Service Standards. The Account Officer may help the team to support additional / exceptional workload. Additionally, a strong AML / KYC training would be given to the candidate to perform our internal controls as a mission to help our company to respect our regulatory requirements.

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?

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 collaborative and diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. We are committed to extending equal employment opportunities to all individuals. Be a part of our community! #utmost

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Lombard International Assurance S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired. Should you be interested in pursuing this opportunity, please send your application in full confidence to Lombard International Assurance S.A, .

Lombard International Assurance is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently. Our Recruitment privacy notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here : Recruitment Privacy Statement .

APCT1_LU