Investor Onboarding Specialist

vor 1 Monat

Pfäffikon ZH, Zürich, Schweiz LGT Capital Partners Vollzeit

Job Title: Investor Onboarding Specialist

We are seeking a highly skilled Investor Onboarding Specialist to join our dynamic team at LGT Capital Partners. As an Investor Onboarding Specialist, you will play a vital role in ensuring a smooth and compliant onboarding process for our valued investors.

Key Responsibilities:

  • Collaborate with onboarding teams and administrators to streamline the investor onboarding journey;
  • Guide new and existing investors through the onboarding process and manage the review of existing investors, adhering to global policies and local regulations;
  • Validate and update investor data in referential systems;
  • Review and partner with internal tax teams on FATCA and CRS topics;
  • Foster strong communication and collaboration with internal and external stakeholders to deliver an exceptional investor experience;
  • Coordinate and resolve internal and external queries and execute various types of ad-hoc requests;
  • Support the team in various ongoing projects, particularly in terms of process enhancements and system development.

Requirements:

  • Positive and client-centric attitude;
  • Strong team player with excellent communication skills and ability to support fellow team members;
  • Maintain a high level of trust, discretion, and professionalism;
  • Enjoy detail-oriented administrative tasks;
  • Demonstrate efficiency, accuracy, organization, and flexibility;
  • Thrive under pressure and prioritize effectively;
  • Strong ability to take ownership and responsibility for various tasks.

Benefits:

  • Flexible working hours and ability to structure working hours according to operational requirements;
  • Diverse culture full of mutual respect, teamwork, and appreciation;
  • Empowerment and investment in professional and personal development;
  • Opportunity to intensify German or English skills;
  • Commitment to ESG principles and long-term perspective.

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment, we look forward to getting to know you soon.

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