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Financial Services Onboarding Expert

vor 1 Monat


Pfäffikon, Schweiz LGT Capital Partners Vollzeit

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.