Global Wealth Planning Support Specialist
il y a 1 semaine
About Lombard International Assurance S.A.
We are a leading provider of global wealth and succession planning solutions with over three decades of experience. Our strength lies in our ability to help high net worth and ultra-high net worth individuals, their families, and institutions protect, preserve, and pass on their legacy to future generations.
Our company is known for its innovative approach, love for what we do, agility, and commitment to serving our partners and clients worldwide with best-in-class wealth solutions and tailored services.
We operate in 25+ markets across Asia, Europe, Latin America, and the United States, offering multi-jurisdictional unit-linked life insurance and annuities on a global scale, with a deep understanding of local regulations, cultures, and attitudes.
With European assets under administration totaling €46.3 billion (as of 31 December 2022), our team of nearly 600 employees includes over 60 technical experts specializing in multiple jurisdictions.
Lombard International Assurance S.A. is owned by Funds managed by Blackstone. Blackstone Group L.P. is one of the world's leading investment firms.
For further information about us, please visit: www.lombardinternational.com
The Account Officer position offers a unique opportunity to build a network of contacts within our diverse organization. As a collaborative and dynamic workplace, we value exceptional talent to join our team. With over 40 nationalities represented, we strive to recognize and reward our people, providing them with the possibility to shape their professional careers according to their goals and work alongside top talent in the industry.
Your Role - Are you ready for a challenge?
As an Account Officer, you will be responsible for providing daily support to Partners, Clients, and Sales colleagues, handling daily workload accurately and efficiently, meeting, and exceeding service standards where possible.
Key Responsibilities:
- Contact person for partner and client queries received via email, fax, post, or telephone
- Take necessary action to respond effectively, professionally, and timely to queries from partners, clients, or sales colleagues, ensuring a high level of service
- Accurate and timely processing of policy transactions, servicing, and query resolution during the policy lifecycle, including document management
- Assist in processing due diligence reviews of transactions in line with corporate standards
- Develop and maintain strong working relationships with sales consultants and partners
- Maintain ongoing awareness of services, review procedures, and ensure quality improvements as required
Your Profile - Have you got what it takes to become our Global Wealth Planning Support Specialist?
- University degree in Economics, Finance, Business Management, or any relevant field and/or relevant experience in Client Services
- Relevant experience in Finance or Insurance
- Awareness of developments within the financial/insurance sector and competent in dealing with queries related to funds and financial instruments
- Strong team player with excellent organizational and analytical skills
- Ability to work independently while keen to work as part of a team and support colleagues when needed
- Clear and comprehensive outlining of complex issues both verbally and in writing
- Multi-tasking between routine tasks and urgent queries, ensuring accuracy and timeliness in all duties
- Strong prioritization skills, flexible, reliable, and responsible in challenging situations
- Client service focus, solutions-oriented, and capable of ensuring a high service level to clients
- Taking personal pride in delivering high-quality service to internal and external clients
- Demonstrating a high level of initiative and problem-solving capabilities
- Will to make extra effort as required
- Ability to work in a regulated environment and respect external and internal guidelines
- Maintaining performance and positive relationships in stressful/challenging situations
- Agility and pragmatism in a complex and changing environment
- Good command of MS office products
- Fluency in English is required; proficiency in other European languages is considered an asset
Estimated Salary: $80,000-$110,000 per year, depending on location and experience
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