Deadline:
As soon as possible
Location(s)
Luxembourg
Findel
Overview
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.
Details
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?
Your responsibilities will be as follows:
Service delivery and standards
- Setup, update and review of eligible assets according to the legal and regulatory restrictions as issued by applicable CAA (“Commissariat aux Assurances”) regulations and European legislation as well as the alignment with the defined investment strategy
- Analyse new portfolio investments in accordance with home and host country regulations
- Review of the contractual documentation: investment profile, investment strategy and indemnity letter.
- Suitability check between the investment strategy signed by the client and his/her risk investment profile at on-boarding and during the whole life of a policy.
- Setup of rules and investment strategies in the system
- Provide monthly and quarterly reporting to partners, clients & other departments on regulatory and investment strategy breaches and follow-up and implementation of mitigation actions with external investment managers in case of deviation of investment regulations
- Deal with day-to-day queries from Sales and Client services regarding investment compliance and monitoring
Relationships and influencing
- Adopt a professional and ethical attitude
- Ensure a professional and reliable service to clients and internal and external services
Opportunity is About
Eligibility
Candidates should be from:
Description of Ideal Candidate
Your profile – Have you got what it takes to become our Asset Oversight Intern?
Functional / Technical Skills
- In a Master degree in Finance, Economics or equivalent
- Good knowledge on investment instruments and financial environment
- Good knowledge of MS Office, especially Excel
- Fluent in English
- Able to deal, with facts, figures and adherence to systems
- Well organized with a methodical approach to work
- Able to gather and process information efficiently
Dates
Deadline: As soon as possible
Cost/funding for participants
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.
Un-save Opportunity
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