Senior Dealing Officer

About Lombard International Group

Lombard International Group is a leading provider of global wealth and succession planning solutions with 30+ years’ experience. We have the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations.

It is in our nature to constantly innovate! We love what we do, quickly adapt, and we are agile, as well as being committed to serve our partners and clients across the globe with Best-in-Class wealth solutions and tailored services.

The Group serves over 15 markets across Asia, Europe and Latin America, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.

European assets under administration are of €46.3 billion (as at 31 December 2022). Our global team of almost 600 employees includes more than 60 technical experts specializing in multiple jurisdictions.

Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world’s leading investment firms.

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

At Lombard, it is in our nature to innovate!

We love what we do, quickly adapt, and we are agile, to bring out the very best in what we do

Your role – Are you ready for a challenge?

The Senior 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;
Performing the four-eyes check on the dealing instructions prior to transmission to custodian banks.

Your profile – Have you got what it takes to become our Senior Dealing Officer?

• Graduation from University or Business School, preferably in Accounting, Economics, Finance, Banking or similar field;
• At least 4 years of 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 insight of the financial sector;
• 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.

Additional assets:

• A past experience in RTO (Reception and Transmission of orders) or in an operational department;
Advanced skills in Excel and especially in VBA.

We offer you

An exciting opportunity to build a network of contacts across the organization in a collaborative and diverse workplace. At Lombard International we have a diverse team of over 40 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy recognition and rewarding 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. The work can be challenging but Lombard International is always a great place to work. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community!

Lombard is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, 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