Senior Capital Transaction Manager
il y a 2 semaines
We are a leading provider of cross-border wealth, estate and succession planning solutions, based on Luxembourg unit-linked life insurance. With over 30 years of experience, we offer award-winning solutions and services to our clients and their advisers.
Our internationally diversified footprint serves over 15 markets across Europe, with a presence in 7 countries. Our dynamic team of 450+ experienced wealth structuring specialists consists of 50 different nationalities, speaking over 30 languages.
We are a proud multicultural and inclusive organization, driven by a values-based culture of performance, ambition and curiosity. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people-centered culture.
Lombard International Group operates through two divisions:
Insurance carrier: Lombard International Assurance S.A.
Headquartered in Luxembourg, Lombard International Assurance S.A. is an insurance carrier specializing 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 a number of 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 further information about Lombard International Group, please visit our website at www.lombardinternational.com.
Your Role – Are You Ready for a Challenge?The Senior Capital Transaction Manager is responsible for the day-to-day management of queries related to capital transactions requested by policyholders. Those transactions include the processing of new businesses, additions, withdrawals, surrenders, change of custodian banks, etc.
Your responsibilities will be as follows:
- Lead the team in charge of day-to-day management of queries related to capital transactions requested by policyholders
- Verify client instructions and take all necessary actions to ensure the allocation of capital transactions in the systems and follow-up in a timely and quality manner.
- Manage close relationships with external partners and develop strong connections with relevant counterparts.
- Organize, coordinate and respond to all queries from external partners and internal teams in a timely and quality manner.
- Organize 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 organized and accessible
- Participate in the creation, update and implementations of procedures and Service Level Agreements, including risk management related controls.
To excel in this role, you should have:
- 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 organization skills;
- Ability to work with figures with strong analytical skills;
- Being well organized 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 an asset.
We estimate the salary for this role to be around $80,000 - $120,000 per year, depending on experience.
BenefitsWe offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. We also provide a competitive salary and benefits package, including:
- A generous bonus scheme
- A comprehensive health insurance plan
- A retirement savings plan
- A range of employee discounts and perks
Lombard International Group is committed to extending equal employment opportunities to all individuals. We believe in creating an inclusive and diverse workplace where everyone can thrive.
Please visit our website at www.lombardinternational.com for more information about our company culture and values.
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