Partner & Client Services - Italian 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:

• Acting as the person of contact for any partner and client queries received by email, fax, post or by telephone;
• Taking 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;
• Performing accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
• Assisting in processing the due diligence review of transactions in line with corporate standards;
• Developing and maintain a strong working relationship with our sales consultants and all partners;
• Maintaining an ongoing awareness of services, review procedures and ensure quality improvements are made as required.

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

• A minimum of 2 years' experience working within the financial/insurance sector;
• Aware of developments within the financial/insurance sector in general and competent in dealing with queries relating to funds and financial instruments;
• You enjoy working in a challenging, fast paced environment and look for the opportunity 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, reliable and responsible in challenging situations;
• A team player with excellent interpersonal and communication skills, verbal as well as written;
• Ability to work independently while keen to work as part of a team and assist colleagues;
• Ability to demonstrate a high level of initiative and problem solving capabilities;
• Willing to make the extra effort as required;
• Fluency in Italian and English is required, any other European language skills will be considered an advantage.

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

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