Portfolio Management Admin Support - Remote

SUMMARY:
Portfolio Management Admin Support - Remote

POSITION INFO:

About our Client:

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). Our client is also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups and industries in Switzerland. They have learned to tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. We won’t promise to make you rich, but we will promise to make you efficient. Our team of international experts offer advice in English, French, Spanish, and Portuguese.

Role expectation:

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on our panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with the advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedure
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required:

Professional and Educational Background

• Diploma in Financial Planning preferred but not essential. 5 + years’ experience in a financial services role – preferably working in an existing Wealth Management business or banking background.
• Self-starter that can work without supervision remotely

Technical and Financial Knowledge

• Strong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)
• Knowledge of regulatory frameworks
• Understanding of valuation policies and procedures
• Understanding of investment terminology
• Understanding of application processes and business submission (new business) processes

Systems and Tools Proficiency

• Strong Excel skills and Microsoft Office (Word, Teams)
• DocuSign experience preferred (online signature software)
• Outlook calendar and email management
• Experience using CRM platforms

Regulatory and Compliance Awareness

• Experience with regulatory requirements, (AUM) reporting standards, and compliance documentation
• Understanding of KYC/AML processes as they relate to asset administration
• Familiarity with compliance protocols, especially around confidentiality, KYC, and data protection

Communication and Interpersonal Skills

• Strong written and verbal communication skills with ability to collaborate with fund managers, custodians, and investors
• Client-service orientation

Analytical and Problem-Solving Abilities

• Capacity to interpret data, resolve discrepancies, and propose process improvements
• Strong eye for detail

Mandatory requirements:

• A laptop or desktop computer
• ADSL or Fibre internet connection at home: Candidates must provide proof of a reliable internet connection, such as a recent provider bill.
• Backup power solution, to keep online in the event of load shedding.

Contract Specifications:

• Start ASAP. Realistic 1st October to 1st November start date
• 100% remote working availability between 08.30 to 17.30pm CET (1 hour for lunch)
• Holidays 25 days (16 free days of holiday after planned office closures) + Swiss bank holidays