Global Securities Transaction Specialist
il y a 1 mois
Lombard International Group ('the Group') is a leading European provider of cross-border wealth and succession planning solutions, based on Luxembourg unit-linked life insurance. With over 30 years of experience, the Group offers award-winning solutions and services highly sought after by clients and their advisers.
The Group's internationally diversified footprint serves over 15 markets across Europe, with presence in 7 countries. A dynamic team of 450+ experienced wealth structuring specialists, subject-matter and technical experts from 50 different nationalities, speaking over 30 languages, work together to deliver exceptional results.
Our CultureWe are a proud multicultural, diverse, and inclusive Group, driven by a values-based culture of performance, ambition, and curiosity. Innovation is actively encouraged, and talented teams develop their expertise through support and training, fostered through a people-centred culture.
Our people are our greatest assets, and we invest in them to achieve business goals. The Group operates through two divisions:
Insurance Carrier: Lombard International Assurance S.A.
Lombard International Assurance S.A., headquartered in Luxembourg, 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 several wholly owned investment and insurance distribution businesses that market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.
To learn more about Lombard International Group, please visit our website.
Your Role - Dealing OfficerThe Dealing Officer plays a critical role in processing day-to-day trading management of dealing activities arising from distribution channels (partners and IFA's) and executed by custodian banks.
- Verifying dealing instructions received against investment strategy and compliance rules;
- Following internal procedures, industry rules, and regulations;
- Transmitting dealing instructions to relevant custodian banks in a timely and quality manner;
- Ensuring accurate execution and settlement of dealing instructions by custodian banks;
- Instructing cash management deals according to specific agreements;
- Responding to day-to-day queries from partners and others related to dealing instructions;
- Ensuring proper documentation;
- Handling daily activities of outsourced internal collective funds;
We're seeking a skilled Dealing Officer to join our team. Key qualifications include:
- Graduation from University or Business School, preferably in Accounting, Economics, Finance, Banking, or similar field;
- A first relevant experience in a similar position would be beneficial;
- Demonstrated insight into the finance industry;
- Demonstrated agility to use various systems;
- Ability to work with figures and strong analytical skills;
- Well-organised and serious with a methodical approach;
- Ability to work autonomously and show strong team spirit;
- Ability to take initiatives and deliver within tight deadlines;
- Confident and professional approach to interact with clients and colleagues;
- Demonstrated use of information systems;
- Numerate, well-organised, and serious with a methodical approach and strong analytical skills;
- Ability to work autonomously;
- Excellent communication skills to interact directly with external parties professionally;
- Good knowledge of MS Office, especially Excel;
- Good level of English and French, both verbally and in writing;
- Advanced skills in Excel and VBA are an additional asset.
We offer a unique opportunity to work in a well-established and fast-growing segment of the financial services industry. Our thriving and entrepreneurial work environment allows you to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. At Lombard International Group, we have a diverse team of over 50 nationalities and are always looking for exceptional talent to join us.
We offer a competitive salary range: $60,000-$80,000 per year, depending on experience and qualifications, plus a reward and recognition package. We also provide opportunities for career growth and development, making us an ideal place to shape your professional career in line with your goals.
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