Financial Operations Specialist

il y a 7 heures

Luxembourg City Lombard International Assurance S.A. Temps plein

About Lombard International Assurance S.A.

Lombard International Assurance S.A. is a leading European provider of cross-border wealth, estate and succession planning solutions, based on Luxembourg unit-linked life insurance.

With over 30 years' experience in the financial industry, our award-winning solutions and services are highly sought after and valued by our clients and their advisers.

We operate in 7 countries with an internationally diversified footprint serving over 15 markets across Europe.

Our dynamic international team consists of 450+ experienced wealth structuring specialists, subject-matter and technical experts from 50 different nationalities, speaking over 30 languages.

We are a proud multicultural, diverse, and inclusive organisation driven by a values-based culture of performance, ambition and curiosity.

Our teams develop their expertise through support and training, fostered through a people-centred culture where innovation is actively encouraged.

Our greatest asset are our people who work together to deliver exceptional results.

Lombard International Assurance S.A. operates through two divisions:

Insurance carrier: Lombard International Assurance S.A.

The Group's insurance carrier specialises in manufacturing unit-linked life insurance solutions distributed by 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 wholly owned investment and insurance distribution businesses who market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.

For more information about Lombard International Assurance S.A., please visit www.lombardinternational.com.

Your role - Managing Capital Transactions

The Fund Operations Manager is responsible for the day-to-day management of queries related to capital transactions requested by policyholders.

Capital transactions include processing new businesses, additions, withdrawals, surrenders, change of custodian banks, etc.

  • Lead the team in charge of day-to-day management of queries related to capital transactions requested by policyholders
  • Verify client instructions and take necessary actions to ensure allocation of capital transactions in the systems and follow-up in a timely manner
  • Manage close relationships with external partners and develop strong connections with relevant counterparts
  • Organise and respond to all queries from external partners and internal teams in a timely 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 accessible
  • Participate in the creation, update and implementations of procedures and Service Level Agreements, including risk management related controls

Your profile - Requirements and Qualifications

  • 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
  • Excellent communication skills to interact directly with external parties in a professional and agile manner (emails, phone..);
  • Good knowledge of MS Office, especially with Excel;
  • Good level of English both verbally and in writing. Speaking French would be an asset.

Becoming part of our community

Lombard International Assurance S.A. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We have a diverse team of over 50 nationalities and we are committed to extending equal employment opportunities to all individuals.

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