Contracts and Relations Officer

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?

We are looking for a highly motivated and detail-oriented Contracts and Relations Officer to support our partner oversight activities. This role is responsible for the onboarding and ongoing oversight of distribution partners, investment managers, and custodian banks. You will ensure all partners meet our internal standards and regulatory obligations under the Luxembourg Commissariat aux Assurances (CAA) and other EU regulations.

Your responsibilities will be as follows :

1. Onboarding of New Partners

• Lead and coordinate the end-to-end onboarding process of new third-party partners (distribution, investment managers, custodians),
• Ensure all documentation is collected and validated according to CAA and internal compliance standards,
• Conduct risk-based initial due diligence assessments in collaboration with Legal, Investment and Compliance teams,
• Prepare and present onboarding cases for internal approval and governance forums.

2. Ongoing Due Diligence & Oversight

3. Contractual & Operational Oversight

4. Reporting & Analytics

5. Cross-functional Collaboration

Your profile - Have you got what it takes to become our Contracts & Relations Officer?

Skills & Competencies :

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, https : / / www.lombardinternational.com / en-US / Careers / Job-Board .

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 .

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