Contracts and Relations Officer

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? 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 Perform periodic due diligence reviews and maintain up-to-date risk assessments of all external partners. Ensure close follow up with partners on a regular basis, Monitor partner performance and compliance with contractual obligations and regulatory expectations, Escalate potential issues and contribute to mitigation plans, Ensure adherence to Luxembourg regulatory requirements (CAA, IDD, AML / KYC etc) throughout the relationship lifecycle. 3. Contractual & Operational Oversight Maintain and manage a central repository of partner agreements, Support Legal and Compliance teams in drafting, updating, and reviewing partner agreements, Support our partners in clients in regards to any queries arising. 4. Reporting & Analytics Develop and maintain advanced Excel-based reports to track and report on partner response rates and review results, Prepare regular internal reports, dashboards, and presentations for management and regulatory audits, Ensure data integrity with the contractual data base, due diligence application as well as policy administration system and support regulatory reporting requests from the CAA and other authorities. 5. Cross-functional Collaboration Serve as a key liaison between internal teams (Legal, Risk, Compliance, Operations, Investments) and external partners, Participate in internal governance forums and regulatory audits, Maintain strong communication lines with key stakeholders across jurisdictions. Your profile – Have you got what it takes to become our Contracts & Relations Officer? Bachelor's or Master's degree in Finance, Business, Law, or a related field, 2-3 years of experience in partner oversight, investment operations, or compliance within the Luxembourg life insurance or financial services sector, Strong understanding of Luxembourg regulatory requirements, including those issued by the CAA, CSSF, and EU regulatory bodies (e.g., Solvency II, AML / CFT, IDD), Experience working with or overseeing investment managers and custodian banks is highly preferred, Demonstrated experience with contract management and third-party risk assessment. Skills & Competencies : Fluency in English and French (written and spoken) is mandatory. Knowledge of German and Italian is considered an advantage, Excellent knowledge of MS Office – Excel, Word, PowerPoint is a must. Advanced Excel skills including pivot tables, data validation and reporting automation, Strong analytical and problem-solving skills, Excellent written and verbal communication with the ability to present complex information clearly, Detail-oriented with the ability to manage multiple tasks and deadlines, Familiarity with due diligence platforms is a plus. 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...

TLNT1_LU