Senior Account Officer - Italian market
Lombard International Assurance
Findel
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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.

As 2021 marks our 30 year anniversary, 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 20 markets across Asia, Europe, Latin America and the United States, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.

Global assets under administration are in excess of €54.7bn as of 30 June 2021. Our global team of almost 600 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 with $684 billion in assets under management as of 30 June 2021.

For further information about Lombard International, please visit :

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

  • Act as the person of contact for any partner and client queries received by email, fax, post or by telephone;
  • Take the necessary action to respond in an effective, professional and timely manner to the queries received by telephone, email or post from several partners, clients or sales 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 our sales consultants and all partners;
  • Maintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required.
  • Your profile Have you got what it takes to become our Account Officer for the Italian market?

  • A minimum of 5 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 prioritization 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;
  • Italian Speaker and Fluent English is a must, any other European Language is an asset.
  • 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.

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