Direct Client Relations Officer France

About Lombard International AssuranceLombard 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 PlcUtmost Group plc is a leading provider of insurance and savings solutions.

Its principal businesses are Utmost international and Utmost Life and Pensions, which together are responsible for £109bn of primarily unit-linked policyholder assets for 5000,000 policyholders, on a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holding Sarl. Utmost Group plc is subject to group supervision by the PRA. About Utmost InternationalUtmost 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. #utmost 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?The Direct Client Relations Officer - France, is responsible for providing pragmatic servicing and administrative support to the related Agents and/or senior sales staff and their clients for own market.

Part of the Direct Client Relations Team, he/she plays a coordinator/facilitator role between Clients, Senior Sales, Client Relationships Managers and Operations teams. 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. 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.

” Additional objectives: Actively share knowledge within own team and related teams we work with, by engaging in continuous educational and training activities,Act as a mentor/role model to follow for more junior team members.

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,Native French speaker is a must, able to work in English, any additional language is 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,Stress and workload peaks resistant,In the process of getting relevant training and preparing a future application for the Agent status.

Additional AssetsStrong 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. We offer youSitting 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! #utmostAs 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 Lombard International Assurance S. A.

in compliance with article 8-5 (2) 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. Should you be interested in pursuing this opportunity, please send your application in full confidence to Lombard International Assurance S. A, https: //www. lombardinternational. com/en-US/Careers/Job-BoardLombard 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