Dealing Manager

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

Utmost 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 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.  #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?

We are looking for an experienced manager to lead our Dealing Team activities and manage the team members.

The successful candidate will be responsible for overseeing our day-to-day dealing activities arising from our distribution channels (partners and IFA's) and to be executed by our custodian banks, ensuring regulatory and internal policy compliance and providing effective leadership and coaching to the team members.

Your responsibilities will be as follows:

• Organise and coordinate within the team that all dealing instructions received from external parties are properly assigned and processed by each team member,


• Ensure that dealing instructions received are in line with the investment strategy & investment compliance rules,


• Transmit in a timely and quality manner all dealing instructions to the relevant custodian bank,


• Ensure that dealing instructions are accurately executed and settled by the custodian banks,


• Perform the four-eyes check on the dealing instructions prior to transmission to custodian banks,


• Follow internal procedures, industry rules and regulations,


• Instruct cash management deals according to specific agreements,


• Answer day-to-day queries from partners and others queries linked to dealing instructions (e-mail and telephone),


• Handle day to day activities of the outsourced internal collective funds,


• Manage the team members, providing daily supervision, guidance and performance feedback,


• Set performance objectives, conduct regular performance reviews and support career development of team members,


• Foster within the team a culture of accountability, collaboration, continuous learning and compliance,


• Identify training needs for each team members with the objective to enhance the team’s capabilities.
  

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

• Graduation from University or Business School, preferably in Accounting, Economics, Finance, Banking or similar field,


• A minimum of 5 years of relevant experience in a similar position, with at least 2-3 years in the supervisory or managerial role,


• Proven leadership skills with experience managing and mentoring teams,


• Excellent analytical, decision-making and communication skills to interact directly with external parties in a professional manner (emails, phone),


• Excellent organisational skills with a methodical approach,


• Ability to work under pressure in a fast-paced and high-stakes environment,


• Strong understanding of financial markets,


• Demonstrate agility to use and to adapt to a variety of different systems,


• Ability to work also autonomously and show strong team spirit on a daily basis.
  

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.

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