At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead.
As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.
Within our team Institutional Solutions in Luxembourg we are looking for a TA Account Opening Manager.
Your challenge :
Perform the nominee / platform AML / KYC assessments
Liaise with Transfer Agent and other internal stakeholders such as Sales & Relationship Management, Compliance, Distribution Governance and Investors
Act as entry point for any escalations and other complex cases with respect to shareholder account openings for the Funds either from TA or from any internal stakeholders
Act as entry point for any escalations with regular re-identification process
Coordinate the collection of missing information concerning account openings and re-identifications
Your qualification :
At least 5 years of experience dealing with account openings in the fund industry at transfer agent or Management Company
Good knowledge of Luxembourg and international AML / KYC regulations
Fluent in English both in written and spoken, German / French would be considered as an advantage
Strong organizational skills
Strong communication skills
Service orientation, paired with a solution oriented attitude
Self-starter and ability to easily integrate in an international dynamic environment
Team player and ability to work autonomously
Only direct applications desired.