Partner & Client Services - Senior Officer (International Market)

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its' solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

On a proforma basis at HY 2024, Utmost International manages £103.5bn of assets under administration on behalf of approximately 200,000 policyholders.

About Utmost Luxembourg S.A.

Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages.

We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset

Your role – Are you ready for a challenge?

Your responsibilities will be as follows:

• Take the necessary action to respond in an effective, professional and timely manner to the queries received by telephone, email or post from several partners, clients or sales colleagues consistently ensuring a high level of service,
• Perform accurate and timely processing of onboarding and policy transactions, servicing and query resolution during the life cycle of a policy, including document management,
• Develop and maintain a strong collaborative working relationship with our sales consultants and all partners,
• Maintain an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed,
  
• Assist in processing the due diligence review of transactions in line with corporate standards,
  
• Manage risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk,
• Respect the planning established by your line manager in relation to business activities,
• Follow instructions and process information accurately and in a timely manner,
• Prioritise multiple tasks while remaining calm and positive under pressure.

Your profile – Have you got what it takes to become our Senior Account Officer?

• University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services in the insurance sector,
• 5-10 + years' experience in Finance and/or Insurance,
• Strong team player with excellent organisational and analytical skills,
• Strong people management skills with excellent listening and communication skills,
• Be able to clearly and comprehensively outline complex issues both verbally and in writing,
• Multi-task efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all your duties,
• Strong prioritisation skills, flexible, reliable and responsible in challenging situations,
• Decisive and capable of working independently,
• Strong client service focus, solutions oriented and capable of ensuring a high service level to clients,
• Ability to work in a regulated environment and to respect the external and internal guidelines,
• Ability to maintain performance and positive relationships in stressful/challenging situations,
• Agility and pragmatism in a complex and changing environment,
• Aware of developments within the financial/insurance sector in general and competent in dealing with transfer requests and financial instruments,
• Good command of MS office products,
• Fluent in English.
  

As an equal opportunity employer, 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.

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.

Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.

Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks.  It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here
Recruitment Privacy Statement

#utmost