Dealing Officer

About Lombard International Group

Lombard International Group (‘the Group’) is the leading European provider of cross-border wealth, estate and succession planning solutions, based on Luxembourg unit-linked life insurance. Our 30+ years’ experience combined with our award-winning solutions and services are highly sought after and valued by our clients and their advisers. What truly matters to them is being able to protect, preserve, and pass on their wealth for future generations.

With our presence in 7 countries, the Group has an internationally diversified footprint serving over 15 markets across Europe. 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 proud multicultural, diverse, and inclusive Group, driven by a values-based culture of performance, ambition and curiosity, where innovation is not just supported but actively encouraged. 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!

Lombard International Group operates through two divisions:

Insurance carrier: Lombard International Assurance S.A.

Headquartered in Luxembourg, Lombard International Assurance S.A. is an insurance carrier specialising in manufacturing unit-linked life insurance solutions. These solutions are distributed by various regulated intermediaries, including private banks, family offices, asset managers, independent wealth and financial advisers, wealth and insurance brokers, professional advisory firms and other advisers active in the private wealth sector.

Distribution Companies

The Group has a number of wholly owned investment and insurance distribution businesses who market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.

For further information about Lombard International Group, please visit: www.lombardinternational.com

Your role – Are you ready for a challenge?

The Dealing Officer is responsible for processing the day-to-day trading management of our dealing activities arising from our distribution channels (partners and IFAs) and to be executed by our custodian banks.

Your responsibilities will be as follows:

• Verifying that dealing instructions received are in line with the investment strategy & investment compliance rules;
• Following internal procedures, industry rules and regulations;
• Transmitting in a timely and quality manner all dealing instructions to the relevant custodian bank;
• Ensuring that dealing instructions are accurately executed and settled by the custodian banks;
• Instructing cash management deals according to specific agreements;
• Answering day-to-day queries from partners and others queries linked to dealing instructions (e-mail and telephone);
• Ensuring that all documentations are properly filled;
Handling daily activities of the outsourced internal collective funds;
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Your profile – Have you got what it takes to become our Dealing Officer?

• Graduation from University or Business School, preferably in Accounting, Economics, Finance, Banking or similar field;
• A first relevant experience in a similar position would be an advantage;
• Demonstrated insight of the finance industry;
• Demonstrated agility to use a variety of different systems;
• Ability to work with figures with strong analytical skills;
• Being well organised and serious with a methodical approach;
• Ability to work autonomously and show strong team spirit on a daily basis;
• Ability to take initiatives and to deliver within tight deadlines, flexible work attitude, being proactive and helpful to reach business goals;
• Confident and professional approach to deal with clients and colleagues;
• Demonstrated use of information systems;
• Numerate, well organised and serious with a methodical approach and strong analytical skills;
• Ability to work autonomously;
• Excellent communication skills to interact directly with external parties in a professional manner (emails, phone);
• Good knowledge of MS Office, especially with Excel;
• Good level of English and French, both verbally and in writing;
Advanced skills in Excel and especially in VBA are an additional asset.

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. At Lombard International Group we have a diverse team of over 50 nationalities. 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!

Lombard International Groups an equal opportunity employer and 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-Board

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