Fund Operations Manager
il y a 2 semaines
**About Lombard International Group**
Lombard International Group (‘the Group’) is the leading European provider of cross-border wealth, estate and succession planning solutions, based on Luxembourg unit-linked life insurance. Our 30+ years’ experience combined with our award-winning solutions and services are highly sought after and valued by our clients and their advisers. What truly matters to them is being able to protect, preserve, and pass on their wealth for future generations.
We are a proud multicultural, diverse, and inclusive Group, driven by a values-based culture of performance, ambition and curiosity, where innovation is not just supported but actively encouraged. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset
**Insurance carrier: Lombard International Assurance S.A.**
Insurance carrier: Lombard International Assurance S.A.
Headquartered in Luxembourg, Lombard International Assurance S.A. is an insurance carrier specialising in manufacturing unit-linked life insurance solutions. These solutions are distributed by various regulated intermediaries, including private banks, family offices, asset managers, independent wealth and financial advisers, wealth and insurance brokers, professional advisory firms and other advisers active in the private wealth sector.
**Distribution Companies**
The Group has a number of wholly owned investment and insurance distribution businesses who market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.
**Your role - Are you ready for a challenge?**
The Fund Operations Manager is responsible for the day-to-day management of queries related to capital transactions requested by policyholders. Those transactions include the processing of new businesses, additions, withdrawals, surrenders, change of custodian banks, etc.
Your responsibilities will be as follows:
- Lead the team in charge of day-to-day management of queries related to capital transactions requested by policyholders
- Verify client instructions and take all necessary actions to ensure the allocation of capital transactions in the systems and follow-up in the quality and timely manner.
- Manage close relationships with external partners and develop strong connections with relevant counterparts.
- Organise, coordinate and respond to all queries from external partners and internal teams in a timely and quality manner.
- Organise regular team meetings and catch-ups with team members.
- Provide regular feedback to the management on ongoing cases and team situation.
- Ensure that all documentation is suitably organised and accessibleParticipate in the creation, update and implementations of procedures and Service Level Agreements, including risk management related controls.
**Your profile - Have you got what it takes to become our Fund Operations Manager?**
- Graduation from University or Business school, preferably in Economics, Finance, Banking or similar field;
- At least 2 years people management and relevant leadership experience;
- Demonstrated insight of the financial industry; any banking experience, especially in the custody and operations would be an asset;
- Inclusive leadership and staff development skills with prior team management experience
- Demonstrated agility to use a variety of different systems;
- Ability to work under high pressure with good communication and organisation skills;
- Ability to work with figures with strong analytical skills;
- Being well organised and serious with a methodical approach;
- Ability to work autonomously and show strong team spirit on a daily basis;
- Ability to independently manage multiple projects and deadlines to meet strict deadlines, prioritizing work and maximizing efficiencies to manage time
- Ability to take initiatives and to deliver within tight deadlines, flexible work attitude, being proactive and helpful to reach business goals;
- Show integrity with a willingness to learn
- Good knowledge of MS Office, especially with Excel;Good level of English both verbally and in writing. Speaking French would an asset.
**Desired criteria**
- At least 5 or 6 years’ experience in a similar position would be an asset;
- Demonstrate problem solving, analytical and prioritisation skills;Continuous learning and improvement mindset.
**We offer you**
Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing 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 long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. At Lombard Internat
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