Location: Zürich. 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 AuM 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
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 AuM 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
Swiss Life Asset Managers in Zürich ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern die Möglichkeit bietet, in einem dynamischen Umfeld für erneuerbare Energien zu arbeiten. Mit flexiblen Arbeitsmodellen und attraktiven Benefits wie Rabatten auf Anlageprodukte fördert das Unternehmen eine positive Work-Life-Balance und unterstützt die persönliche sowie berufliche Weiterentwicklung seiner Mitarbeiter. Die offene und kollegiale Unternehmenskultur ermöglicht es Ihnen, aktiv an der Gestaltung des Schweizer Energiegeschäfts mitzuwirken und Ihre Expertise in einem zukunftsorientierten Bereich einzubringen.
Kontaktdaten:
Swiss Life Asset Managers Recruiting-Team
