Dealing Specialist

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 Dealing Specialist is responsible for processing the day-to-day trading management of our dealing activities arising from our distribution channels (partners and IFA's) and to be executed by our custodian banks.

Your responsibilities will be as follows :

• Verifying that dealing instructions received are in line with the investment strategy & investment compliance rules,
• Following internal procedures, industry rules and regulations,
• Transmitting in a timely and quality manner all dealing instructions to the relevant custodian bank,
• Ensuring that dealing instructions are accurately executed and settled by the custodian banks,
• Instructing cash management deals according to specific agreements,
• Answering day-to-day queries from partners and others queries linked to dealing instructions (e-mail and telephone),
• Ensuring that all documentations are properly filled,
• Handling daily activities of the outsourced internal collective funds,
• Performing the four-eyes check on the dealing instructions prior to transmission to custodian banks.

Your profile - Have you got what it takes to become our Dealing Specialist ?

Additional Assets :

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 .

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