Portfolio Management Admin Support

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 clients mantra is simple: Always start with the basics as these are essential. We wont 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 advisersLump 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 procedurePortfolio 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 complianceClient Review Pack preparation for upload to Client Portal (Money Info)Portfolio Management CRM data management Skills required:Professional and Educational BackgroundDiploma 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 remotelyTechnical and Financial KnowledgeStrong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)Knowledge of regulatory frameworksUnderstanding of valuation policies and proceduresUnderstanding of investment terminologyUnderstanding of application processes and business submission (new business) processesSystems and Tools ProficiencyStrong Excel skills and Microsoft Office (Word, Teams)DocuSign experience preferred (online signature software)Outlook calendar and email managementExperience using CRM platformsRegulatory and Compliance AwarenessExperience with regulatory requirements, (AUM) reporting standards, and compliance documentationUnderstanding of KYC/AML processes as they relate to asset administrationFamiliarity with compliance protocols, especially around confidentiality, KYC, and data protectionCommunication and Interpersonal SkillsStrong written and verbal communication skills with ability to collaborate with fund managers, custodians, and investorsClient-service orientationAnalytical and Problem-Solving AbilitiesCapacity to interpret data, resolve discrepancies, and propose process improvementsStrong eye for detailMandatory requirements:A laptop or desktop computerADSL 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 date100% 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