Dealing Officer
il y a 2 semaines
Lombard International Assurance S.A. is a leading European provider of cross-border wealth, estate, and succession planning solutions. Our expertise spans over 30 years, with a strong presence in 7 countries and a diverse team of 450+ professionals from 50 nationalities.
Our MissionWe strive to protect, preserve, and pass on wealth for future generations. Our award-winning solutions and services are highly sought after by clients and their advisers, who value our commitment to performance, ambition, and curiosity.
Job DescriptionThe Dealing Officer is a key role in our organization, responsible for processing day-to-day trading management of our dealing activities. This involves verifying dealing instructions, following internal procedures and industry rules, and ensuring timely and accurate execution of trades.
Responsibilities- Verify dealing instructions against investment strategy and compliance rules
- Follow internal procedures and industry regulations
- Transmit dealing instructions to custodian banks in a timely and quality manner
- Ensure accurate execution and settlement of trades
- Instruct cash management deals according to specific agreements
- Answer day-to-day queries from partners and others linked to dealing instructions
- Ensure proper documentation and handling of daily activities of outsourced internal collective funds
- Graduation from University or Business School, preferably in Accounting, Economics, Finance, Banking, or similar field
- First relevant experience in a similar position is an advantage
- Demonstrated insight into the finance industry
- Demonstrated agility to use various systems
- Ability to work with figures and strong analytical skills
- Well-organized 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 deal with clients and colleagues
- Demonstrated use of information systems
- Numerate, well-organized, and serious with a methodical approach and strong analytical skills
- Ability to work autonomously
- Excellent communication skills to interact directly with external parties
- 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 thriving and entrepreneurial work environment, with opportunities to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. Our people are our greatest assets, and we offer reward and recognition packages to support their growth and success.
We are committed to extending equal employment opportunities to all individuals and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, color, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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