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.

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