jobs in Swiss Financial Services

Kerja Sepenuh Masa, Head of Investor Onboarding di Swiss Financial Services - Maukerja

Head of Investor Onboarding

Swiss Financial Services

Singapore

Kongsi
Simpan

Lokasi Kerja

  • Singapore

Penerangan Kerja

Tanggungjawab

Company Description Swiss Financial Services has provided tailored services to alternative investment firms worldwide since 1985. The organization focuses on a value-add approach, closely partnering with clients to meet their specific business requirements. With a global presence, Swiss Financial Services is positioned to support clients in their local time zones and within their cultural business context. The team is dedicated to helping clients navigate the complexities of operating investment management firms, offering expertise that extends beyond numbers and standard financial reporting.
Role Description The Head of Investor Onboarding is a full-time, on-site role based in Singapore. This position leads the end-to-end investor onboarding process, ensuring efficient, accurate, and compliant setup of new investors across multiple jurisdictions. Day-to-day responsibilities include overseeing KYC/AML checks, coordinating documentation collection and review, and managing communication with investors, internal stakeholders, and external partners. The role involves designing and refining onboarding workflows, implementing best practices, and monitoring key performance indicators to drive continuous improvement. The Head of Investor Onboarding will also provide guidance and training to the onboarding team, manage escalations, and collaborate with compliance, operations, and client relationship teams to deliver a seamless investor experience.
Qualifications
  • Strong background in investor onboarding, client onboarding, or fund administration within financial services or alternative investments.
  • Deep understanding of KYC, AML, and regulatory requirements relevant to investor onboarding, ideally across multiple jurisdictions in Asia and globally.
  • Proven leadership experience managing teams, setting priorities, and driving process improvements in an operational or client service environment.
  • Excellent communication and stakeholder management skills, with the ability to collaborate effectively with investors, internal teams, and external partners.
  • High level of detail orientation, analytical thinking, and problem-solving skills to manage complex onboarding cases and operational risks.
  • Comfort with technology and onboarding platforms; experience with workflow tools, CRM systems, or fund administration software is an advantage.
  • Bachelor’s degree in finance, business, accounting, or a related field; professional certifications in compliance or anti-money laundering are beneficial.
  • Ability to work on-site in Singapore and operate effectively in a multicultural, global business environment.

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