Job offer
Senior Product - Onboarding Manager - Segregated Accounts
The Senior Product - Onboarding Manager - Segregated Accounts is responsible for managing onboarding processes for institutional clients and coordinating lifecycle events. The focus is on managing key processes in the value chain for segregated accounts (mandates) of various institutional clients.
Job description: Senior Product - Onboarding Manager - Segregated Accounts
Tasks
- Lead the onboarding of new mandates
- Coordinate change requests for existing mandates by conducting internal feasibility reviews, consolidating feedback and providing solutions to sales and/or clients
- Advising internal and external clients on investment product setups, risks and operational aspects, regulatory developments and further development of the solution offering
- Conducting feasibility studies on legal and operational aspects in close cooperation with internal experts
- Contribution to projects related to new/amended/upcoming local regulations
Requirements
- An experienced professional with at least 7 years' experience in asset management, preferably in project, product or customer-facing roles
- Proven expertise in fund structures across various locations
- Practical experience in the management of interdisciplinary projects
- Strong analytical and problem-solving mindset with a proactive approach
- Excellent communication skills and the ability to work effectively across functions and hierarchical levels
- A true team player with a collaborative attitude
- Fluent in English (written and spoken), with German as a strong asset; other languages are a plus
We offer
- Top location in Zurich with collaboration rooms (including roof terraces) and free lunch
- Friendly, diverse team in an open office area with dance walls
- All the latest technology to support you in your work and advance your career
- Agile environment in our way of thinking, our way of working and our trust in each other
- Flat hierarchy with collaboration at all levels
- Campus atmosphere and collaborative spirit
Job details