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 all weekly meetings with Sales M
📌 Sales Support (Milano)
🏢 Altro
📍 Milano