08 set - Milano
Most
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.
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:
- Arranging analysis/research through public data about new applicants
- Serving as note taker and preparing meeting records with partners
- Serving as spokesperson for Sales Managers with various teams in Lux
- Serving as liaison between PCS Italy (i.e. the administrative middle-office in Luxembourg) and the Sales Managers
- Completing assignments between meetings
- Preparing marketing kit for Sales Managers
- Preparing and filling application forms
- Preparing and filling Utmost Lux documentation
- Assisting Sales Managers in download documents on Connect
- Assisting Sales Managers during on boarding phase as well as during the maintenance phase
- Assisting Sales Managers in keeping track of all the partial and total surrenders and constantly updating Sales Managers in case of blocking points, etc
- Preparing materials for Country and team meetings
- Participating actively in
09 set - Lombardia
Ali Lavoro
09 set - Cedrasco
Letuelezioni
09 set - Ciampino
Ernesto
09 set - Collegno
Ernesto