Senior Investor Onboarding Professional
We are seeking a highly skilled and experienced Senior Investor Onboarding professional to join our Client Onboarding team at Pictet Asset Management (Europe) acting as management company.
* Coordinate and manage the end-to-end onboarding process for new investors, ensuring seamless integration and timely completion;
* Provide personalized assistance to new investors and address their questions and concerns during the onboarding process, fostering strong relationships and trust;
* Collaborate with the compliance team to ensure regulatory requirements and internal policies are met, maintaining high standards of governance and risk management;
* Maintain accurate records of investor information and provide feedback and suggestions for process improvement, driving continuous growth and development;
Our ideal candidate has 3-5 years' experience in a similar function and good knowledge of laws and regulations, investment processes and technical skills such as AML-CFT, UCITS/AIFMD and Cross border.
They must be meticulous, detail-oriented and organized with excellent communication and writing skills, and fluent in English and French.
Key Responsibilities:
* Develop and implement effective onboarding strategies to meet business objectives;
* Build and maintain strong relationships with stakeholders, including investors, compliance teams and other departments;
* Ensure all onboarding activities are completed in a timely and efficient manner, meeting deadlines and delivering results;
* Identify and mitigate potential risks and issues, implementing corrective actions to prevent delays or complications;
Requirements:
* 3-5 years' experience in a similar function, preferably in a financial services or investment industry setting;
* Good knowledge of laws and regulations, investment processes and technical skills such as AML-CFT, UCITS/AIFMD and Cross border;
* Excellent communication and writing skills, with ability to articulate complex ideas and concepts in a clear and concise manner;
* Fluency in English and French, with ability to communicate effectively with investors and stakeholders;
What We Offer:
A competitive compensation package, including salary, benefits and opportunities for career growth and development. A dynamic and supportive work environment, with access to ongoing training and professional development. The chance to work with a leading independent wealth and asset manager, driving innovation and excellence in the financial services industry.