Senior Relationship Manager
Senior Relationship Manager
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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
The Senior Relationship Manager is responsible for :
- Supporting our existing distribution network in the Dutch speaking part of Belgium (B to B) on onboarding of new clients & servicing existing clients;
- Further Development expand the distribution network in the Dutch speaking part of Belgium;
- 1st line of defence on all transactions related to the Dutch speaking distribution/clients.
Your responsibilities will be as follows:
- The development of distribution partnership network with wealth management professionals (family offices independent financial advisors insurance brokers banks) in the Belgian market;
- Meeting B2B partners on a regular basis and engaging in marketing education and training initiatives for our distribution partners; help our partners identify opportunities by explaining client scenarios and situation in which our products can address client needs;
- Working closely together with the Belgian team and also head office teams to ensure smooth administration and excellent service;
- In collaboration with our partners distributing our products and supporting our partners in the end2end sales process.
- Working with wealth planners legal and fiscal experts to understand the client needs but also to explain and agree our solution;
- Creating relationships with the partners based on trust and high ethical standards.
- Leading / coordinating with internal and external stakeholders on all aspects of each client transactions until the transaction has been completed / implemented;
- Reporting to and supporting the Branch Manager in setting the strategic direction identifying new partners and to delivering on the marketing business plans;
- Participating in team meetings organised in Brussels or at the HO.
Your profile Have you got what it takes to become our Senior Relationship Manager
- University degree preferably in Economics or Finance or extensive experience in insurance distribution
- Expertise in the Insurance Distribution space ideally with experience in dealing with sophisticated clients & partners
- A trackrecord of partner acquisition; ability to create a business plan execute against and hit target
- Highlymotivated and dynamic person with the ability to work in a goaloriented team within a result driven organization
- Ability to generate leads/opportunities to close business and to manage transactions throughout the value chain
- Readiness to leverage your own professional network and willingness to grow this network further
- Very solutionoriented and results driven
- Good sales skills and MS office skills
- Highest ethical standards
- Experience in the Insurance sector or similar is considered a key advantage for the execution and development of the role
- Fluent in Flemish and English other languages are a plus.
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! #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 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:
Senior IC
Employment Type
Full-Time
