Swiss Fund Representative (temporary)

Kessler.Vogler Gmbh

Kessler.Vogler Gmbh

Key information

  • Publication date:

    10 April 2024
  • Workload:

    100%
  • Contract type:

    Temporary
  • Language:

    German (Fluent), English (Fluent)
  • Place of work:

    Stadt Zürich

For our client, a well-known international bank in Zurich, we are currently looking for a highly motivated and experienced Swiss Fund Representative (4-6 months).

Job description

  • Review and drafting of marketing documents
  • Acquisition of new clients
  • Reviewing and monitoring fund documentation and ensuring its conformity with Swiss regulatory requirements
  • Drafting and negotiating agreements (like Representative, Paying Agent, and Distribution Agreements)
  • Drafting and coordinate request to the Swiss Financial Supervisory Authority (FINMA)
  • Responding to existing client's enquiry in regards of distribution of foreign collective investment schemes
  • KYC/due diligence: collection of required documents/information from client, input and submit on KYC Platform
  • Monitoring of distribution partners
  • Monitoring of local regulations and supporting to implement new regulations

Profile

  • Banking apprenticeship or similar
  • 3-5 years of relevant professional experience in Switzerland
  • Legal or paralegal background desired
  • Knowledge of and experience with collective investment schemes
  • Service- and client-oriented way of working
  • German and English fluently in both speaking and writing
Lars Brändle

Contact

  • Kessler.Vogler Gmbh