Financial Services Professional
il y a 2 semaines
Lombard International Assurance S.A. 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 protect, preserve, and pass on their legacy to future generations.
Our commitment to innovation and excellence enables us to constantly improve our services and provide tailored solutions for our clients across the globe.
We serve 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.
About the RoleThe Account Officer is responsible for providing daily support to Partners, Clients, and Sales colleagues, handling daily workload in an accurate and timely manner while meeting and exceeding Service Standards.
This role may involve supporting the team in handling additional or exceptional workload as needed.
Key Responsibilities- Act as the primary point of contact for partner and client queries received via email, fax, post, or telephone
- Respond to inquiries in a professional and timely manner, ensuring a high level of service
- Process 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
- Maintain strong working relationships with sales consultants and partners
To succeed in this role, you will need:
- University Degree in Economics, Finance, Business Management, or a related field, or relevant experience in Client Services
- Relevant experience in Finance or Insurance
- Familiarity with developments within the financial/insurance sector and competence in dealing with queries relating to funds and financial instruments
- Strong team player with excellent organizational and analytical skills
As a Financial Services Professional at Lombard International Assurance S.A., you will enjoy:
- A competitive salary of around $60,000 per annum
- A collaborative and diverse work environment with opportunities to build a network of contacts
- Recognition and rewarding packages for your hard work and dedication
- The possibility to shape your professional career in line with your goals and ambitions
- The opportunity to work with top talent in the industry and contribute to the success of our organization
We are committed to extending equal employment opportunities to all individuals and maintaining a workplace that values diversity and inclusion.
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