TA Account Opening Manager

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit

For our AM Institutional Solutions department we are looking for a TA Account Opening Manager in Zurich, fixed-term for 6 months, to manage and process the TA account opening for Vontobel’s Luxembourg Funds with the Luxembourg Transfer Agent to ensure an efficient and smooth onboarding of investors into Vontobel funds.

Your Challenge

  • Act as single point of contact for the Luxembourg Transfer Agent and our sales organisation with regard to shareholder account openings
  • Coordinate and manage account openings from a management company perspective; specifically, gather and analyse information to ensure appropriate KYC, conduct risk assessment and apply risk mitigation measures in accordance with 4th AML regulation
  • Collaborate closely with AM Compliance to develop and consistently apply Vontobel AML/KYC standard in line with local regulations
  • Advise on and support the implementation of procedures to further automate and standardise the TA account opening process


Your Qualification

  • At least five years of working experience in the fund management industry (e.g. transfer agent, management company or asset manager)
  • Client-oriented behaviour focusing on solutions
  • Hands-on mentality combined with a structured working style
  • Proven experience with stakeholder management across different areas
  • Good knowledge of Luxembourg AML regulations
  • Fluent in English both written and spoken, German / French would be considered as an advantage



Zürich / Genferstrasse 27



Heike Rothenbusch
+41 58 283 53 34
Corporate Human Resources