Job Description
This role is positioned within the Private Markets Operations team, with a significant emphasis on AML (Anti-Money Laundering) and KYC (Know Your Customer) responsibilities. The successful candidate should possess a robust understanding of AML/KYC requirements and feel comfortable assessing and constructively challenging pertinent information and processes.
Key Responsibilities
- Coordinate approvals and processing of a variety of legal documentation.
- Manage responses to inquiries from internal and external sources, focusing on AML/KYC-related requests, and ensure timely and accurate replies are provided.
- Support the ongoing lifecycle of investments by liaising with General Partners, administrators, and external legal counsel, particularly in pre- and post-investment activities, such as refreshing tax documents, KYC reviews, and investment maintenance tasks (e.g., LPA amendments, fund term extensions).
- Execute various legal documents within the Private Markets Operations team, with a keen focus on ensuring AML/KYC compliance where applicable.
- Collaborate with various internal stakeholders (legal, investment, finance) to secure necessary approvals ahead of signing legal documents, maintaining awareness of AML/KYC implications throughout the process.
- Work on and resolve complex KYC requests related to our investing entities and support external Administrators with their KYC requirements.
- Enhance workflow optimization in fund operations, specifically in areas related to AML/KYC processes and documentation handling.
- Participate in ongoing and upcoming projects, taking ownership and responsibility where this role is directly impacted.
Requirements
- KV degree.
- Proficient language skills in German and English.
- Excellent MS Office skills.
- Strong ability to coordinate and prioritize a diverse range of tasks simultaneously.
- Minimum of 2 years’ experience in a client service/query management role.
- At least 1 year of hands-on experience managing KYC/AML for institutional clients (requesting, reviewing, providing).
- Able to work under pressure with challenging deadlines while maintaining a high degree of quality.
- Efficient and precise working style with a focus on details.
- Open and clear communication style, with the ability to effectively manage internal and external stakeholders.
What You Can Expect
- We provide modern working conditions, including work-from-home options, flexible hours, and a home office allowance to ensure our staff have a work environment equipped with the latest technology.
- A diverse culture founded on mutual respect, teamwork, and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact.
- We empower and invest in you: your professional development and personal growth are our priority. We offer a variety of internal and external training opportunities that align with your ambitions and our business needs. Additionally, you can enhance your German or English language skills.
- We are proud to be owned by the Princely Family of Liechtenstein, inspired by its entrepreneurial spirit.
- Commitment to ESG: our approach to business is influenced by the Princely Family's long-term perspective. Sustainability is paramount for us and has shaped our actions since 2002.
- You will benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners' investment programs or utilize LGT banking products and services.
Apply online using the form below. Only applications matching the job profile will be considered.