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 Policy Servicing Administration Officer is responsible for prompt management of all incoming servicing tasks and for carrying out a variety of administrative and clerical tasks.


Your responsibilities will be as follows:

• Act as the person of contact for the internal Partner and Client Services colleagues for the administration and coordination of cross market policy servicing;
• Take the necessary action to respond in an effective, professional and timely manner to the queries received from Partner and Client Services colleagues consistently ensuring a high level of service;
• Perform accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
• Assist in processing the due diligence review of transactions in line with corporate standards;
• Develop and maintain a strong working relationship with all counterparties;
• Take the initiative to exchange proactively with Partner and Client Services colleagues to render even more efficient the Policy Servicing process.
• Maintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required;
• Contribute actively to the development of high-quality Policy Servicing methods to ensure consistency and uniformity;
Accompany and give on the job trainings to new joiners within the Partner and Client Servicing department in order to ensure the integration of the company’s high set standards on Policy Servicing processing and system use.

Your profile – Have you got what it takes to become our Position Title?

• University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services
• A minimum of 2 years of experience working within the financial/insurance sector;
• Aware of developments within the financial/insurance sector in general and competent in dealing with queries relating to funds and financial instruments;
• 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;
• Strong prioritisation skills and flexible, reliable and responsible in challenging situations;
• A team player with excellent interpersonal and communication skills, verbal as well as written;
• Ability to work independently while keen to work as part of a team and assist colleagues;
• Ability to demonstrate a high level of initiative and problem-solving capabilities;
• Willing to make the extra effort as required;
Fluent in English is an absolute must, any other European Language, preferably Italian, Spanish, Portuguese, Swedish, French, Dutch… is an 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