Portfolio Management Admin Support - Remote

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 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

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 :