Partner & Client Services - Swedish Market - Fixed-term Contract 18 Months

**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.
- **

**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. _#utmostOn 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?**

The Account Officer - Swedish and Norwegian Market is responsible for assisting in the timely and effective day to day processing of servicing activities for Swedish and Norwegian policies. Ensuring that all work items are processed in accordance with compliance obligations and within agreed service standards.

The Account Officer may help the team to support additional/exceptional workload.

Your responsibilities will be as follows:

- Providing daily support to Partners, Clients and Sales colleagues,
- Handling daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards,
- Accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management,
- Proactively following up and monitor all transactions and queries received from both internal and external parties,
- Managing risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk,
- Respecting the planning established by your line manager in relation to business activities,
- Following instructions and process information accurately and in a timely manner,
- Prioritising multiple tasks while remaining calm and positive under pressure,Maintaining an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
- **Your profile - Have you got what it takes to become our Account Officer?**
- Experience of working within the Financial Sector with a minimum of 2 years’ experience, ideally within Private Banking or with Independent Financial Advisors,
- 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,
- Good communication skills: being able to build effective relationships and adapt communication style to the counterpart, always in a professional manner,
- Ability to listen to other opinions as well as being confident of your own and find balanced solutions,
- Be able and willing to look beyond the obvious and seek alternative solutions,
- Ability to work independently while keen to work as part of a team and assist colleagues,
- Willing to make the extra effort as required,
- Knowledge of Anti-Money Laundering regulations,
- Must be detail-oriented, with a strong focus on accuracy and consistency in all tasks,Native-level Swedish speaker and fluency in English is a must, any other European language is an asset, particularly Norwegian.**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