Auf einen Blick
- Aufgaben: Leite die Entwicklung und das Management der Kunden-/Investorendienstleistungen.
- Unternehmen: Führender europäischer Vermögensverwalter mit starkem Fokus auf Nachhaltigkeit und Inklusion.
- Vorteile: Attraktive Rabatte, flexible Arbeitsmodelle und umfangreiche Weiterbildungsmöglichkeiten.
- Weitere Informationen: Internationale Teamführung und spannende strategische Projekte warten auf dich.
- Warum dieser Job: Gestalte die Zukunft des Kundenservices in einem dynamischen und wachsenden Unternehmen.
- Qualifikationen: Mindestens 10 Jahre Erfahrung im Management von Kunden- oder Investorendienstleistungen.
Das prognostizierte Gehalt liegt zwischen 80000 - 100000 € pro Jahr.
Full time.
We are a leading European asset manager and institutional real estate asset manager with multiple locations in Europe.
With a strong client focus, success is driven by expecting the unexpected, prioritising sustainability and inclusion, fully investing in our jobs and people, and being on the lookout for new business opportunities – all since 1857.
As part of the expansion of a European operating platform, we are reinforcing our COO organization – focused on strengthening scalable growth, efficiency and client experience excellence.
As Head of Client/Investor Services , you will have overall responsibility for the evolution and management of the client/investor service function within the COO organization.
You will design, develop and lead a divisional unit that acts as a central interface between clients, sales, products, operations, legal, compliance, risk, finance and technology.
You will drive the development and delivery of a harmonised, scalable, and client‑centric service model, making a significant contribution to growth, profitability, and service excellence.
Responsibilities Responsible for all client-related operations along the client/investor lifecycle, including onboarding, reporting, and query management, with a focus on harmonisation, efficiency, and excellence in the client experience.
Development and implementation of a harmonised client service operating model across Europe, ensuring efficient, standardised, and scalable processes to support Au M growth.
Developing and leading an international team including roles and responsibilities definition, location structure, governance, KPIs.
As an interface function, close cooperation with sales, product teams, fund and asset services, legal and compliance, IT and corporate functions.
Introduction and management of relevant KPIs and SLAs (e. g. service quality, processing times, customer feedback).
Leading the delivery of strategic projects and overseeing the project portfolio of the client services function.
Experience 10+ years of management experience in the field of client service / investor services in asset management or financial services industry.
Demonstrable successes in the establishment and transformation of service organisations and adoption of scalable operating models.
Proven track record of complex stakeholder environments management.
Experience of cross‑location people management and strong leadership skills.
Sound understanding of: Customer lifecycle processes (e. g. onboarding, reporting, billing) Regulatory environment and requirements (especially KYC/AML) in Switzerland, EU and UK Data and reporting structures and capabilities Multi‑asset product knowledge (securities, real estate and infrastructure equity) Pronounced strength in: Strategic thinking and operational implementation Stakeholder management at management level Leading and developing high‑performing teams Fluency in English and German.
Benefits Discounts on SL investment products and mortgages Remote Work Abroad options In‑house AM Academy with broad range of development opportunities Contribution to 3rd pillar life insurance Employer's contributions to the pension fund Reka cheques and meal allowance Discounts on public transportation (up to 35%) Flexible working models Various timeout models Working time models from 58 years of age offerings #J-18808-Ljbffr
Head of Client/Investor Services (f/m/d) Arbeitgeber: Swiss Life Asset Managers
Als führender europäischer Vermögensverwalter mit Sitz in Zürich bieten wir nicht nur eine dynamische und inklusive Arbeitsumgebung, sondern auch zahlreiche Entwicklungsmöglichkeiten für unsere Mitarbeiter. Unsere Unternehmenskultur fördert Nachhaltigkeit und Innovation, während wir gleichzeitig attraktive Vorteile wie flexible Arbeitsmodelle, Rabatte auf Investitionsprodukte und umfassende Schulungsprogramme anbieten. Werden Sie Teil eines engagierten Teams, das seit 1857 erfolgreich am Markt agiert und die Zukunft der Finanzdienstleistungen mitgestaltet.
Kontaktdaten:
Swiss Life Asset Managers Recruiting-Team
