Direct Client Relations Officer

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?

The Direct Client Relations Senior Officer – UK, is responsible for providing pragmatic servicing and administrative support to the related Agents and/or senior sales staff and their clients for their relevant markets. Part of the Direct Client Relations Team, he/she plays a coordinator/facilitator role between Clients, Senior Sales, Client Relationships Managers and Operations teams.

If candidate has the CAA insurance agent status, the role qualifies for a Relationship Manager – UK.

Your responsibilities will be as follows:

Ensuring Service Excellence, Client Trust and Sustainable Growth, by:

• Providing full support to sales leaders on B2C clients for the relevant market, ensuring exceptional ongoing servicing and supporting in identifying top-up opportunities.
• Acting as a trusted, proactive central point of contact in terms of servicing and servicing.
• If insurance agent, the role will qualify as a Relationship Manager, also servicing own book of clients.
  

Delivering high-quality Business, Operations and Regulatory Compliance, by:

• Supporting completion of all remediation files within own market portfolio as required.
• Engaging in general query handling and problem solving relating to the allocated book of clients for its market.
• Collaborating closely with supporting functions, following up on the execution of remediation exercise, queries and transactions.
• Where possible, support rolling-out usage of our digital platform Connect to own market clients for the purpose of creating operational leverage and a better overall customer experience.

Championing Collaboration, by:

• Actively sharing knowledge with team members and cross-functional colleagues.
• Supporting colleagues where value can be added, offering help across the team when necessary.
• Actively supporting the fostering of a strong team identity: "We are one team, we don't expose colleagues in front of clients or partners."

Personifying our Values and best Behaviours, by:

• Displaying respectful communication and acting with humility— "We are the best and want to win – but we stay humble."
• Representing Utmost with impeccable professional standards toward colleagues, competitors, and clients.
• Upholding respectful behaviour regardless of circumstances—  "always, no matter what the issue is."

Your profile – Have you got what it takes to become our Direct Client Relations Officer?

• At least 2 years of experience in a similar role, preferably within the financial sector,
• Fluent English is a must, any additional language is considered an asset,
• Proficient user of MS Word, Excel, PowerPoint and Outlook,
• Adaptable and flexible, you enjoy working in a challenging and dynamic environment,
• A team player with outstanding organisational and communication skills,
• Customer-oriented approach, professional appearance and conduct, diplomatic and demonstrate absolute discretion as the situation demands,
• The ability to operate autonomously, prioritise tasks and exercise sound judgment and creativity in finding solutions,
• Proactive and reactive, quick learner with the willingness to learn about the business and contribute to its success,
• Resilient to stress and workload peaks,
• In the process of getting relevant training and preparing a future application for the Agent status or already an insurance agent.

Additional Assets

• Strong interpersonal and empathetic communication skills to build client trust.
• Proven collaboration experience within cross-functional teams.
• Solution-focused mindset with a drive for continuous improvement and client satisfaction.

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