Onboarding Institutional Clients | Fund Industry

<p>coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.</p> <p>Our client is the asset management department of an international bank in Zurich. We are looking for an onboarding specialist (m/f/d) as </p> <p><strong>Onboarding Institutional Clients | Fund Industry</strong></p> <h2 id="aufgaben">Aufgaben</h2> <p>Contribute to a variety of tasks in the onboarding team to ensure that the onboarding of institutional investors is done correctly and in a very professional as well as pleasant manner for the investors / Ensure compliance for due diligence of account opening applications with regulation in the work process / Assess business structures of pension funds, asset managers, trusts, asset managers and their products such as collective investment schemes etc. / Ongoing collaboration with specialized teams from the legal, compliance, and operations departments regarding FATCA/CRS and KYC/AML opinions / Verification of compliance of account opening documents in terms of sanction and tax compliance / Ongoing compliance review of active and passive national and international clients / Control and maintenance of customer data in databases / Ensuring efficient and client friendly onboarding / Responsible for service oriented communication and coordination of internal and external stakeholders / Ensuring &#39;best practice&#39; for investors.</p> <h2 id="qualifikation">Qualifikation</h2> <p>Bachelor&#39;s degree preferably in Law or Economics or Paralegal / Work experience in the asset management department of a bank or at an international fund manager / Work experience with Due Diligence Requirements of CDB 20 / General knowledge of Swiss or international fund regulation (UCITS), FATCA/CRS and KYC/AML / Analytical and methodical approach / Ability to multitask and work under pressure / Enjoy administrative work content / Proactive, accurate and organized personality, always ready to take on challenges / Good writing and communication skills in a multicultural and international environment / Proficient with MS Office / German as well as English.</p> <p>Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.</p> <p><strong>coni + partner ag</strong></p> <p>Ivano Coni</p> <p>Managing Director</p> <p>Klosbachstrasse 107</p> <p>CH-8032 Zürich</p> <p>Tel.: +41 44 254 90 10</p>