Account Officer
il y a 3 semaines
Lombard International Group is a leading provider of global wealth and succession planning solutions with 30+ years' experience.
We have the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations.
It is in our nature to constantly innovate We love what we do, quickly adapt, and we are agile, as well as being committed to serve our partners and clients across the globe with Best-in-Class wealth solutions and tailored services.
The Group serves over 25 markets across Asia, Europe, Latin America and the United States, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.
Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world's leading investment firms.
**At Lombard, it is in our nature to innovate
**We love what we do, quickly adapt, and we are agile, to bring out the very best in what we do
**Your role - Are you ready for a challenge?
- Provide daily support to Partners, Clients and Sales colleagues;
- Handle daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards;
- Accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
- Proactively follow up and monitor all transactions and queries received from both internal and external parties;
- Manage risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk;
- Respect the planning established by your line manager in relation to business activities;
- Follow instructions and process information accurately and in a timely manner;
- Prioritise multiple tasks while remaining calm and positive under pressure;
- Maintain an ongoing awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
- A first experience within the Financial Sector, ideally within the Life Insurance or Private Banking sector or with Independent Financial Advisors;
- You enjoy working in a challenging, fast paced environment and look for the opportunity to excel in all aspects of your role;
- Take personal pride in delivering high quality service to internal and external clients;
- Good 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;
- Be able and willing to look beyond the obvious and seek alternative solutions;
- Ability to work independently while keen to work as part of a team and assist colleagues;
- Willing to make the extra effort as required;
- Knowledge of Anti-Money Laundering regulations;
- Fluency in English is a must, any other European language is an asset.
An exciting opportunity to build a network of contacts across the organization in a collaborative and diverse workplace. At Lombard International we have a diverse team of over 40 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy recognition and rewarding 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.
The work can be challenging but Lombard International is always a great place to work. We are committed to extending equal employment opportunities to all individuals.Be a part of our community
Lombard is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. 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 StatementLinkedIn:
#LI-MB1
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