Job content

• You will work together with our Onboarding teams and Administrators to ensure that the onboarding of our investors is handled in a timely and client orientated manner;
• You will facilitate and support the onboarding of new investors and the review of existing investors by adhering to global policies and guidelines, as well as respecting all associated local, tax or other regulatory requirements and ensure a smooth onboarding with our various administrators;
• You will validate/update the investor data in the referential systems;
• You will review and liaise with internal tax teams on issues relating to FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard);
• You will ensure strong, professional communication and co-ordination with various internal and external stakeholders to ensure the best investor experience.

Requirements

• 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 relevant education/experience in the area of AML/Compliance;
• You are fluent in English and German (written and spoken);
• You have a positive mindset and are a well-balanced team player with a clear focus on client service;
• You are trustworthy, discreet and have a self-dependent personality who enjoys administrative tasks;
• You are efficient, accurate, organized, flexible and have a reliable working style, with a strong ability to work under pressure and prioritize effectively;
• You work well as part of a team, supporting fellow team members, and have a strong ability to take ownership and responsibility for various tasks.

Location: Nearby Zurich area, Switzerland (Approx. 35 mins from Zurich HB)