Senior Client Relationship Manager

il y a 3 semaines


Luxembourg City Lombard International Assurance S.A. Temps plein
About Lombard International Group

Lombard International Group is a leading European provider of cross-border wealth, estate and succession planning solutions. With over 30 years' experience, we offer award-winning solutions and services highly sought after 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 from 50 different nationalities speaking over 30 languages.

Our company culture is built on performance, ambition, and curiosity, where innovation is actively encouraged. We invest in talented teams who develop their expertise through support and training, and foster a people-centred culture where employees are our greatest asset.

Our Business

Lombard International Group operates through two divisions: Insurance carrier and Distribution Companies. Our insurance carrier, Lombard International Assurance S.A., specialises in manufacturing unit-linked life insurance solutions distributed by various regulated intermediaries.

Our Distribution Companies market and advise on unit-linked life assurance products manufactured by our insurance carrier.

Your Role - Senior Client Relationship Manager - UK Market

You will be responsible for ensuring the timely and effective day-to-day processing of onboarding and servicing activity for UK policies. This includes ensuring all work items are processed in accordance with compliance obligations and within agreed service standards.

The ideal candidate will be flexible in handling daily operations related to onboarding new clients and policyholders, as well as more complex due diligence requirements.

Key Responsibilities:

  • Act as the primary contact for partner and client queries received by email or telephone.
  • Respond to queries in a professional and timely manner.
  • Embrace a risk-aware mindset and identify any issues or risks that may arise.
  • Perform accurate and timely processing of policy transactions, servicing, and query resolution during the life cycle of a policy.
  • Assist in processing due diligence reviews of transactions in line with corporate standards.
  • Develop and maintain strong working relationships with sales consultants and business partners.
Your Profile

To succeed in this role, you will require:

  • A University Degree in Economics, Finance, Business Management, or a relevant field.
  • A minimum of 5 years' experience working in the financial/insurance sector.
  • Relevant experience in Client Services in the finance/insurance sector is an asset.
  • Able to stay up-to-date with developments in the financial/insurance sector and competent in dealing with queries relating to funds and financial instruments.
  • Able to work in a fast-paced environment and look for opportunities to excel in all aspects of your role.
  • Take personal pride in delivering high-quality service to internal and external clients.
  • Strong prioritisation skills and flexible in challenging situations.
  • A team player with excellent interpersonal and communication skills, verbal as well as written.
  • Ability to work independently while assisting colleagues.
  • Ability to demonstrate a high level of initiative and problem-solving capabilities.
Salary and Benefits

The estimated salary for this position is around £45,000-£60,000 per annum, depending on experience. Additionally, you can expect a comprehensive benefits package, including health insurance, retirement plans, and paid time off.



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