Onboarding Institutional Clients | Asset Management Investments
vor 1 Woche
coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.
Our client is the Asset Management of a Bank in Zurich. We are looking for a Compliance specialist (m, f, d) as an
Onboarding Institutional Clients | Asset Management Investments
Your Tasks:- Contribute to a variety of tasks in the onboarding team to ensure that the onboarding of institutional investors is done correctly and in a very professional as well as pleasant manner for the investors.
- Ensure compliance for due diligence of account opening applications with regulation in the work process.
- Assess business structures of pension funds, asset managers, trusts, asset managers and their products such as collective investment schemes etc.
- Verification of compliance of account opening documents in terms of sanction and tax compliance.
- Ongoing compliance review of active and passive national and international clients.
- Control and maintenance of customer data in databases.
- Ensuring efficient and client friendly onboarding.
- Responsible for service oriented communication and coordination of internal and external stakeholders.
- Ensuring 'best practice' for investors.
- Bachelor's or Master's degree preferably in law or economics or paralegal after a completed banking or insurance apprenticeship.
- Holistic knowledge of Swiss (FinSA, FinIA, CISA) or international regulation (UCITS, AIF, CTF) or Swiss money laundering laws (AML, KYC, CDB 20).
- Analytical and methodical approach.
- Ability to multitask and work under pressure.
- Enjoy administrative work content.
- Proactive, accurate and organized personality, always ready to take on challenges.
- Good writing and communication skills in a multicultural and international environment.
- Proficient with MS Office.
- German as well as English.
Please apply by e-mail to contact@ch.coni-partner.com. Mr. Ivano Coni is responsible for your application.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
Tel.: +41 44 254 90 10
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