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Open nowPosted 43 days ago

Direct Client Relations Officer - Portuguese speaker (m/f)

UTMOST LUXEMBOURG S.A.

Where
Luxembourg
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Your applicationOpen nowDirect Client Relations Officer - Portuguese speaker (m/f)UTMOST LUXEMBOURG S.A. · Luxembourg

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The clock on this job

Early applications get read.

13.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.6%3 days
  3. 13.4%7 days
  4. 21.6%14 days
  5. 36.2%30 days
  6. 59.0%60 days
This job: posted 43 days ago

The posting

Direct Client Relations Officer - Portuguese speakerDirect Clients Relations - Findel, Grand Duchy of LuxembourgAbout Utmost InternationalUtmost International is a leading provider of insurance-based wealth solutions operating 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. About Utmost Luxembourg S.A.Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. 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 diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. 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! Your role - Are you ready for a challenge?The Direct Client Relations Officer - Portuguese speaker is responsible for providing pragmatic servicing and administrative support to the related Agents and/or senior sales staff and their clients for their relevant markets. Part of the Direct Client Relations Team, he/she plays a coordinator/facilitator role between Clients, Senior Sales, Client Relationships Managers and Operations teams. Your responsibilities will be as follows:• Ensuring Service Excellence, Client Trust and Sustainable Growth, by: o Providing full support to sales leaders on B2C clients for the relevant market, ensuring exceptional ongoing servicing and supporting in identifying top-up opportunities.o Acting as a trusted, proactive central point of contact in terms of servicing and servicing.• Delivering high-quality Business, Operations and Regulatory Compliance, by: o Supporting completion of all remediation files within own market portfolio as required.o Engaging in general query handling and problem solving relating to the allocated book of clients for its market.o Collaborating closely with supporting functions, following up on the execution of remediation exercise, queries and transactions.o Where possible, support rolling-out usage of our digital platform Connect to own market clients for the purpose of creating operational leverage and a better overall customer experience.• Championing Collaboration, by: o Actively sharing knowledge with team members and cross-functional colleagues.o Supporting colleagues where value can be added, offering help across the team when necessary.o Actively supporting the fostering of a strong team identity: “We are one team, we don't expose colleagues in front of clients or partners.• Personifying our Values and best Behaviours, by: o Displaying respectful communication and acting with humility—“We are the best and want to win – but we stay humble.”o Representing Utmost with impeccable professional standards toward colleagues, competitors, and clients.o Upholding respectful behaviour regardless of circumstances - “always, no matter what the issue is.”Your profile - Have you got what it takes to become our Direct Client Relations Officer - Portuguese speaker ?• At least 2-3 years of experience in a similar role, preferably within the financial sector and ideally with experience of high net worth, sophisticated clients• The candidate either is or will have to be approved as insurance agent (by the Commissariat aux Assurances - Luxembourg)• Basic affinity with the financial framework and context of the high net worth segments in Portugal• Ability to understand more complex client driven transactions and experience with AML/KYC requirements in order to support compliant cases• Fluent English is mandatory, as well as native command of Portuguese. Any other European languages are an asset.• Proficient user of MS Word, Excel, PowerPoint and Outlook• Adaptable and flexible, you enjoy working in a challenging and dynamic environment• A team player with outstanding organisational and communication skills• Customer-oriented approach, professional appearance and conduct, diplomatic and demonstrate absolute discretion as the situation demands• Ability to operate autonomously, prioritise tasks and exercise sound judgment and creativity in finding solutions• Proactive and reactive, quick learner with the willingness to learn about the business and contribute to its success• Stress and workload peaks resistant• Strong interpersonal and empathetic communication skills to build client trust.• Proven collaboration experience within cross-functional teams.• Solution-focused mindset with a drive for continuous improvement and client satisfaction.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 Utmost Luxembourg 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. Utmost Luxembourg S.A. 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

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