Aktuelle Jobs im Zusammenhang mit Financial Services Onboarding Expert - Pfäffikon - LGT Capital Partners
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Private Markets Program Solutions Director
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Senior Software Engineer
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Student Support
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Full-Stack Developer
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Full-Stack Developer
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Full-Stack Developer
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Talent Development Assistant
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Full-Stack Developer
vor 2 Wochen
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Full-Stack Developer
vor 1 Woche
Pfäffikon ZH, Schweiz LGT Capital Partners VollzeitFull-Stack Developer (Microsoft & React Stack) Apply locations: Pfäffikon, Switzerland Time type: Full time Posted on: Posted 8 Days Ago LGT Capital Partners is a leading alternative investment specialist, managing over USD 95 billion for more than 700 institutional clients in 44 countries. An international team of over 750 professionals is responsible for...
Financial Services Onboarding Expert
vor 1 Monat
About LGT Capital Partners
We are a leading alternative investment management company with a strong commitment to sustainability and long-term thinking. Our team is dedicated to delivering exceptional investor experiences, and we are seeking an experienced Financial Services Onboarding Expert to join our dynamic team.
Job Summary
This is a unique opportunity to play a key role in ensuring a smooth and compliant onboarding process for our valued investors. As a Financial Services Onboarding Expert, you will be responsible for collaborating with our onboarding teams and administrators to streamline the investor onboarding journey.
Key Responsibilities:
- You will guide new and existing investors through the onboarding process, adhering to global policies and local regulations.
- You will validate and update investor data in our referential systems.
- You will review and partner with internal tax teams on FATCA and CRS 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.
Requirements:
- You have a degree (or equivalent) and 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).
What We Offer:
- A competitive salary of approximately CHF 90,000 - CHF 110,000 per year, depending on your qualifications and experience.
- Flexible working hours and the option to work from home two days a week after completing a successful probation period.
- A diverse culture with mutual respect, teamwork, and appreciation, where you can generate a real impact.
- Ongoing professional and personal development opportunities, including internal and external trainings aligned with our business needs.
- The chance to work with a successful alternative investment management team in an international, multicultural environment.
How to Apply:
If you are a motivated and detail-oriented individual with a passion for building positive investor experiences, please submit your application.