Asset Oversight Internship

**About Lombard International Assurance**

Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International’s 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 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025.
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**About Utmost Group plc**

**About Utmost International**

Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates 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 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed £103bn of assets under administration on behalf of approximately 210,000 policyholders.

**Your role - Are you ready for a challenge?**

Service delivery and standards
- Setup, update and review of eligible assets according to the legal and regulatory restrictions as issued by applicable CAA (“Commissariat aux Assurances”) regulations and European legislation as well as the alignment with the defined investment strategy
- Analyse new portfolio investments in accordance with home and host country regulations
- Review of the contractual documentation: investment profile, investment strategy and indemnity letter.
- Suitability check between the investment strategy signed by the client and his/her risk investment profile at on-boarding and during the whole life of a policy.
- Setup of rules and investment strategies in the system
- Provide monthly and quarterly reporting to partners, clients & other departments on regulatory and investment strategy breaches and follow-up and implementation of mitigation actions with external investment managers in case of deviation of investment regulations

Deal with day-to-day queries from Sales and Client services regarding investment compliance and monitoring

Relationships and influencing
- Adopt a professional and ethical attitudeEnsure a professional and reliable service to clients and internal and external services

**Your profile - Have you got what it takes to become our Asset Oversight Intern?**
- Functional / Technical Skills
- In a Master degree in Finance, Economics or equivalent
- Good knowledge on investment instruments and financial environmentGood knowledge of MS Office, especially Excel

Other Skills
- Fluent in English
- Able to deal, with facts, figures and adherence to systems
- Well organized with a methodical approach to workAble to gather and process information efficiently

**We offer you**

Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We 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. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community #utmost

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.-
- Lombard International Assurance 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_