Investor Onboarding Specialist
- Switzerland
- Negotiable
- Permanent
- Discipline: Operations
- Ref: 47388
Are you passionate about building positive investor experiences in a collaborative environment, liaising closely with our onboarding teams and administrators as well as our investors? Do you thrive in a fast-paced environment where accuracy and efficiency are paramount? If so, we want to hear from you!
Responsibilities
You will collaborate with onboarding teams and administrators to streamline the investor onboarding journey;
You will guide new and existing investors through the onboarding process and manage the review of existing investors, adhering to global policies and local regulations;
You will validate/update the investor data in the referential systems;
You will review and partner with internal tax teams on FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) topics;
You will foster strong communication and collaboration with internal and external stakeholders to deliver an exceptional investor experience;
You will coordinate and resolve internal and external queries and execute various types of ad-hoc requests;
You will support the team in various ongoing projects, particularly in terms of process enhancements and system development.
Qualifications
You have a KV degree (or equivalent);
You have at least 3 years’ experience in a similar role in the financial industry, preferably within asset management;
You have working knowledge of AML/Compliance regulations;
You are fluent in English and German (written and spoken).
Apply for this job
We are an inclusive organisation and actively promote equality of opportunity for all with the right mix of talent, skills, and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.