TA Account Opening Manager 70-100%
Vontobel Holding AG
Luxemburg
il y a 1 mois

Asset Management

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.

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