Account Officer - Belgian Branch
Account Officer - Belgian Branch
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Job Description
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
(Introduction to the role)
Your responsibilities will be as follows:
- Onboarding of new business (including first line AML/KYC);
- Treatment of policy servicing (ongoing transactions);
- Primary contact between custodian banks and asset managers regarding accounts
- Primary contact for client and partner queries;
- Liaison between Head Office and the Branch;
- General office administration (in collaboration with Head Office facilities);
- Quarterly reporting on operations;
- Participation to marketing of Branch activities;
- Participation to client / partner meetings (depending on availability)
- Branchspecific billing management;
- Reporting to the authorities (NBBFSMA);
- Update Branch procedures;
- Followup on specific projects related to the branch (e.g. CMT access communication to the PCC ....
Your profile Have you got what it takes to become our Job Title
- Relevant experience in a similar role gained within the financial/insurance sector;
- Excellent communication skills: being able to build effective relationships and adapt communication style to the counterpart always in a professional manner;
- Ability to listen to other opinions as well as being confident of your own and find balanced solutions;
- Team player with excellent interpersonal and communication skills;
- A mature person capable of working independently and able to demonstrate a high level of initiative and problemsolving capabilities;
- Possess drive influential and persuasive skills as well as the ability to achieve results through working in a logical and systematic manner;
- Flexible and adaptable you will enjoy challenging situations in a changing environment;
- Native/Fluent in Flemish French and English.
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
Required Experience:
Manager
Employment Type
Full-Time
