Investor Onboarding Specialist

Job Description

The Private Markets Investor Operations team is expanding and we're looking for a highly service-driven Investor Onboarding Specialist who excels at coordination and maintaining a clear overview across multiple tasks and stakeholders. In this role, you will shape the first impression investors have of us - ensuring a smooth, professional, and truly outstanding onboarding experience.

If you're passionate about delivering an outstanding investor service, enjoy partnering closely with internal teams, administrators, and investors and thrive in a fast-paced environment where accuracy and organization are key - we would be excited to hear from you.

What you will do:

• Take ownership of the full investor onboarding journey and serve as a key point of contact for investors and administrators;

• Guide new and existing investors through a smooth onboarding process, ensuring compliance with global policies and local regulatory requirements;

• Maintain and update investor data across our referential systems with a high level of accuracy;

• Collaborate closely with internal teams (Tax, Compliance, Legal, Operations) on FATCA/CRS and KYC/AML-related topics;

• Manage and resolve internal and external onboarding queries in a timely and service-oriented manner;

• Contribute to ongoing projects focused on process improvements, digitalization, and system enhancements;

• Foster seamless communication among all stakeholders to deliver an exceptional investor experience.

Requirements

• You have at least a KV degree (or equivalent); any additional education would be beneficial;

• You have at least 3 years of experience in a similar role in the financial industry, preferably within asset management;

• You possess a positive, client-centric mindset with a strong service orientation;

• You have working knowledge of AML/Compliance regulations;

• You are fluent in English and German (written and spoken);

• You are a strong team player with excellent communication skills;

• You maintain a high level of trust, discretion, and professionalism;

• You have a keen eye for detail-oriented administrative tasks;

• You demonstrate efficiency, accuracy, organization, and flexibility;

• You have a strong ability to take ownership and responsibility for various tasks.

• You are proficient in Microsoft Office; experience with database management is a bonus.

Please submit your application documents such as CV, cover letter, diplomas, transcripts and reference letters directly online.

What you can expect

• We providemodern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;

• Adiverse culturefounded 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 various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;

• We are proud to be owned by thePrincely Family of Liechtensteinand our company is inspired by its entrepreneurial spirit;

• Commitment to ESG: our approach to business is influenced by the Princely Family's long-term perspective. Sustainability is key for us and has shaped our actions since 2002;

• You benefit fromfavorable terms and conditionsif you wish to participate in LGT Capital Partners' investment programs or to use LGT banking products and services.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Alexandra Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

+41 58 261 86 62