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). They are 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 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. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their 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 advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• 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

Technical and Financial Knowledge

Systems and Tools Proficiency

Regulatory and Compliance Awareness

Communication and Interpersonal Skills

Analytical and Problem-Solving Abilities

Mandatory requirements :

Contract Specifications :

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