Investor Onboarding Specialist

Job Description
 

We're seeking an Investor Onboarding Specialist to join our dynamic team. You'll play a vital role in ensuring a smooth and compliant onboarding process for our valued investors.

Are you passionate about building positive investor experiences in a collaborative environment, liaising closely with our onboarding teams and administrators as well as our investors? Do you thrive in a fast-paced environment where accuracy and efficiency are paramount? If so, we want to hear from you

Responsibilities

You will collaborate with onboarding teams and administrators to streamline the investor onboarding journey;

You will guide new and existing investors through the onboarding process and manage the review of existing investors, adhering to global policies and local regulations;

You will validate/update the investor data in the referential systems;

You will review and partner with internal tax teams on FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) 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.

Qualifications

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 working knowledge of AML/Compliance regulations;

You are fluent in English and German (written and spoken).

Requirements

You possess a positive and client-centric attitude.

You are a strong team player with excellent communication skills and are supporting fellow team members;

You maintain a high level of trust, discretion, and professionalism;

You enjoy detail-oriented administrative tasks;

You demonstrate efficiency, accuracy, organisation, and flexibility;

You thrive under pressure and prioritizes effectively;

You have a strong ability to take ownership and responsibility for various tasks.

Benefits

Home Office: after the successful probation period you will meet your colleagues three days in the office and have the option to work two days a week in the home office in Switzerland. Additionally you get a Home Office allowance ;

We have flexible working hours and you can structure your working hours according to operational requirements;

A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners – we‘re all working hard but with us you can really generate an impact;

We empower and invest in you: your professional and personal development is key at our company: therefore we offer you internal and external trainings aligned with our business needs. If you‘re interested, you can also intensify your German or English skills;

We‘re proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;

Commitment to ESG : our thinking is characterized through the Princely Family by a long term perspective. Sustainability is key - we act accordingly in business and private life since 2002.

Contact Information
 

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Alexandra Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

+41 58 261 86 62

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