Onboarding Manager Distribution PartnersAt 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 Zurich we are looking for an Onboarding Manager Distribution Partners.
- Act as a single point of entry in AM Infrastructures for requests related to on-/off-boardings and amendments of distribution partners for our Vontobel Funds
- Coordinate and facilitate the legal and operational setup of new distribution partners (including any changes) by interacting with distribution partners, their relationship managers as well as our internal departments
- Drive the ongoing due diligence process on distribution partners, including collection of documents with the client and internal review in close collaboration with Legal & Compliance AM
- Support distribution partners and internal departments in handling non-standard requests (e.g. commissions, new processes)
- As an expert for KYC and due diligence, support Legal & Compliance AM in the continuous development of KYC/due diligence procedures and drive implementation for distribution partners on the business side
- Establish and maintain efficient and well documented onboarding and life cycle management processes for distribution partners in line with Swiss and Luxembourg fund regulations
- Minimum 7 years of experience in the asset management industry, either in a project management or a client-facing role
- Good understanding of the investment fund business (e.g. transfer agent, fund administration, KYC/Due Diligence, trailer fee processing)
- Proven experience in project management and/or contract management
- Service orientation, paired with a solution-oriented attitude
- Comfortable working on a broad set of tasks
- Dedicated team player
- Fluent in German and English in word and writing; any additional language is a considered as an asset
Stefanie Glaser, Corporate Human Resources, +41 (0)58 283 7387
Take ownership and bring opportunities to life. Be Vontobel.