Contracts & Relations 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?
Your responsibilities will be as follows:
- Deposit Agreements:
- Assist in the preparation of agreements (reviewing, printing, mailing);
- Regular and accurate filing of documentation in hard copy and electronic formats;
- Responsible for ensuring the approval process with the Commissariat aux Assurances is carried out for all Custodian Banks;
- Opening of initial account.
- Investment Management Agreements & Distribution Agreements:
- Assist in the preparation of agreements (reviewing, printing, mailing);
- Research of licencing status for the company's current portfolio managers;
- Research of licencing status for the company's current distribution partners;
- Screen due diligence questionnaires provided on a recurrent basis by the Company's distribution partners;
- Ensure the efficient maintenance of the teams tools namely for contract management and DDQ management;
- Assist in the review of banking documentation before it is signed by the Company;
- Daily correspondence, telephone calls;
- Provide support to line and senior management;
- Organisation and maintenance of the team's files;
- Provide support and guidance to internal and external clients.
- 23 years' experience within the life insurance sector would be considered an asset;
- Proactive with outstanding organisational skills;
- Accurate and strong attention to detail is a must;
- Strong analytical skills;
- Enthusiastic, motivated individual;
- Ability to work independently and within a team on a variety of projects, receive instructions from a number of people and meet project deadlines;
- Motivated to learn about the business;
- Confident, professional approach in dealing with colleagues as well as with external parties;
- Excellent knowledge of MS Office
- Excel, Word, PowerPoint;
- Must be able to work in a fastpaced, highpressure environment;
- High level of both written and spoken skills in English and French is a must. Knowledge of German and Italian is considered an advantage.
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 detail-
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