Onboarding Team Lead - French Market

About Utmost International

Utmost 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?

Your responsibilities will be as follows:

Monitor, supervise and motivate the team on a daily-basis to achieve goals that contribute to the growth of the organization and escalate relevant points to line manager in case of need,

Provide a world-class service by means of close follow-up, very efficient communication and a high level of proactivity,

Leverage on service excellence to strengthen relationships with partners and achieve long term positive cooperation,

Develop and implement service improvement initiatives,

Provide support to the team and ensure performance objectives are achieved,

Control that processes are respected in order to guarantee the expected quality level,

Ensure that management decisions and good practices are applied,

Be a strong source of proposals for improvements in processes and tools,

Be pragmatic and practical but also critical and able to challenge procedures in place, always considering the full picture including client requirements as well as internal constraints,

Proactively provide regular updates and reports to management.

Your profile – Have you got what it takes to become our Onboarding Team Lead - French Market?

University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services,

At least 5 years relevant experience in Finance or Insurance,

Strong team player with excellent organisational and analytical skills,

Excellent communication skills: being able to build effective relationships and adapt communication style to the counterparty, always in a professional manner,

Ability to listen to other opinions as well as being confident of your own and find balanced solutions,

A mature person capable of working independently and able to demonstrate a high level of initiative and problem-solving capabilities,

Be able to clearly and comprehensively outline complex issues both verbally and in writing,

Multi-task efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all duties,

Possess drive, influential and persuasive skills as well as the ability to achieve results through working in a logical and systematic manner,

Strong prioritisation skills, flexible, reliable and responsible in challenging situations,

Strong client service focus, solutions oriented and capable of ensuring a high service level to clients,

Take personal pride in delivering high quality service to internal and external clients,

Willing to make the extra effort as required,

Ability to work in a regulated environment and to respect the external and internal guidelines,

Ability to maintain performance and positive relationships in stressful/challenging situations,

Agility and pragmatism in a complex and changing environment,

Good command of MS Office products,

Verbal and written fluency in French and English.

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

#utmost