Investment Specialist
il y a 1 mois
Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.Technology & Operations design and integrate software applications ranging from portfolio management systems, trading platforms to banking and corporate solutions. PETAL ensures smooth coordination of Private Assets Operations with the front lines as well as the Bank’s Custody Services. PETAL activities cover Middle Office activities, back-office administration activities in coordination with the Custody Bank, as well as Fund Accounting, Transfer Agency and Valuer activities for PERE Funds. from the reception of the instructions from our clients to the closing of the underlying Private Asset investment.Executing Private Assets subscription transaction including in particular subscription to Private Equity Fund, transfer and AML KYC review
Liaise with the underlying Private Asset Investment AML KYC team and taking charge their request.
Communication with clients and support internal/external stakeholders/parties involved in the AML KYC Onboarding process.
Helping to improve controls and procedures.
Outstanding communication skills (with clients inside and outside the Bank) and excellent interpersonal skills
~ Familiar with AML KYC regulations in force and with various typology of clients / investors (Retail, Corporate, Trust, Foundation, Pension Fund, Insurance, etc.)
~ Experience in wealth management/private banking would be a plus.
~ Fluent in English and French; any other language would be an asset.
Flexible and modern ways of working As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.
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