Customer Onboarding Senior Officer – Swedish 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?

The Customer Onboarding Senior Officer – Swedish and Norwegian Market is responsible for the timely and effective day-to-day processing of onboarding activities for Swedish and Norwegian policies. Ensuring that all work items are processed in accordance with compliance obligations and within agreed service standards.

The ideal candidate will be flexible in handling daily operations related to onboarding new clients, processing additional premium transfers for existing policyholders along with custodian account opening requirements.

Your responsibilities will be as follows:

The Customer Onboarding Senior Officer - Swedish and Norwegian Market is accountable for:

• Providing daily support in relation to onboarding to Partners, Clients and Sales colleagues;
• Handling daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards;
• Accurate and timely processing of onboarding policy transactions and related query resolution, including document management;
• Proactively following up and monitor all ongoing onboarding transactions and related queries received from both internal and external parties;
• Managing risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk;
• Respecting the planning established by your line manager in relation to business activities;
• Following instructions and process information accurately and in a timely manner;
• Prioritising multiple tasks while remaining calm and positive under pressure;
  
• Maintaining an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
  

Your profile – Have you got what it takes to become our Customer Onboarding Senior Officer?

• Experience of working within the Financial Sector with a minimum of 3 years’ experience, ideally within Private Banking or with Independent Financial Advisors;
• 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;
• Good communication skills: being able to build effective relationships and adapt communication style to the counterpart, always in a professional manner;
• Ability to listen to other opinions as well as being confident of your own and find balanced solutions;
• Be able and willing to look beyond the obvious and seek alternative solutions;
• Ability to work independently while keen to work as part of a team and assist colleagues;
• Willing to make the extra effort as required;
• Knowledge of Anti-Money Laundering regulations;
• Native-level Swedish speaker and fluency in English is a must, any other European language is an asset, particularly Norwegian.
  

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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