Junior Sales Intern - Italian Branch

About Lombard International Assurance

Lombard International Assurance is a leading Luxembourgbased provider of insurancebased wealth solutions across Europe. A part of Utmost Group Lombard Internationals solutions are largely based on unitlinked insurance policies serving the needs of affluent high net worth (HNW) and ultrahigh 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 unitlinked policyholder assets forpolicyholders 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 insurancebased wealth solutions. Utmost international operates across the UK Europe Latin America; Asia and the Middle East. Its solutions are largely based on unitlinked insurance policies serving the needs of affluent high net worth (HNW) and ultrahigh 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 210000 policyholders.

Your role Are you ready for a challenge

You will work at the Italian Branch in Milan and you will support the Italian Sales Team.

The role purposes are:

• Supporting Senior Relationship Managers in articulating their specific roles and responsibilities with respect to the policy team and its work
• Supporting Partners and Clients and actively contributes to the achievement of corporate and marketing objectives as defined in the business plan
• Providing excellent administrative and coordinative service to the Branch with a focus on meetings (including arrangements logistics equipment and material) and documentation (ensuring deadlines are met documents are drafted and are in the correct format).

Your responsibilities will be as follows:

• Serving as note taker and preparing meeting records with partners
• Serving as spokesperson for Relationship Managers with Sales Coordination Lux
• Serving as liaison between PCS Italy and the Relationship Managers
• Completing assignments between meetings
• Preparing marketing kit for Relationship Managers if requested
• Preparing and filling application forms if requested
• Preparing and filling Lombard documentation if requested
• Assisting private bankers during on boarding phase as well as during the maintain phase
• Serving as spokesperson for Relationship Managers with Sales Coordination Lux
• Preparing materials for Country and team meetings
• Participating actively in all weekly meetings with their supervisor
• Collecting and synthesizing data and information to support members work.

Your profile Have you got what it takes to become our Junior Sales Intern

• You are currently studying towards an academic qualification in Accounting Finance or Management
• You are looking for a stage (min 6 months / max 1 year)
• You have strong communication and presentation skills
• You have excellent analytical skills with a high degree of initiative planning and organizational skills
• You are pragmatic problemsolving and resultoriented approach
• You are fluent in Italian with excellent writing skills and in English
• You are enthusiastic team player and selfmotivated.

We offer you

Sitting at the crossroads of private banking asset management and insurance we operate in a wellestablished and fastgrowing 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 longlasting 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!

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 n3 for Luxembourgish residents). This excerpt will be kept by Lombard International Assurance S.A. in compliance with article 85 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 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