Compliance Officer - Policy System & Employee Compliance

Swiss Life Asset Managers; Lisboa; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

25 days leave per year

Inhouse Academy and Trainings

Hybrid Working Model

Pension and Health Benefits

Allowances

Job summary

Swiss Life Asset Managers in Lisbon is seeking a Compliance Officer– Policy System & Employee Compliance to own the internal policy framework for the division, ensuring clarity, consistency and audit-ready policies across regions. You will collaborate with senior Compliance Management, Group Compliance, and other stakeholders to modernise and digitalise compliance processes.

The role combines governance, coordination, and employee compliance operations with technology, supporting cross-border

Qualifications

• At least 1 year of experience in compliance, governance, risk, or quality management.
• Strong organizational and coordination abilities to handle multiple processes.
• Excellent English writing and communication skills.
• Detail-oriented with structured working style.
• Comfortable working in an international environment.

Responsibilities

• Policy Management & Governance: manage the end-to-end lifecycle of internal policies and guidelines, including drafting, review, approval, publication and updates.
• Communication & Process Improvement: clearly communicate policy changes to global and local teams and support improvements using AI and automation for tagging, version control and document comparison.
• Employee Compliance: support day-to-day activities including Gifts & Entertainment, Outside Business Activities, Personal Account Trading, and Conflicts of Interest, with cross-jurisdiction queries and escalation.

Skills

Organizational skills

Coordination

English writing

Independent work

Tools

AI tagging

Version control

Document comparison

Job description

Lisbon

Full time

As we continue to expand our pan‑European platform operations, we are strengthening our presence in Portugal. We are looking for a Compliance Officer– Policy System & Employee Compliance to join our growing Legal & Compliance hub in Portugal. In this role, you will take ownership for the internal policy framework of the division, ensuring policies are clear, well structured, up‑to‑date, consistent, and effectively communicated and implemented across regions. You will work closely with senior Compliance Management, Group Compliance, and other internal stakeholders across the global organization. This role combines governance, coordination, communication and employee compliance operations, paired with the usage and implementation of technology and contributing to the modernisation and digitalisation of compliance processes. This is an excellent opportunity for someone with strong organizational skills, an analytical mindset, and a passion for building modern, technology‑enabled compliance frameworks with exposure to innovation and cross-border collaboration. Join a leading asset manager and be part of a team where your contribution truly matters and where you can continue to grow professionally.

Responsibilities

In summary, this role covers three main areas of responsibility:

• Policy Management & Governance: Managing the end-to-end lifecycle of internal policies and guidelines, from drafting and review through approval, publication, and ongoing updates. The role ensures that policies remain current, consistent, compliant, and audit-ready, including preparing submissions for the Risk & Compliance Committee.
• Communication & Process Improvement: Ensuring that policy changes are clearly communicated to global and local teams through internal updates and newsletters. The role also supports improvements to the policy framework, including the use of AI and automation for areas such as tagging, version control, document comparison, and drafting.
• Employee Compliance: Supporting day-to-day employee compliance activities, including Gifts & Entertainment, Outside Business Activities (OBA), Personal Account Trading, and Conflicts of Interest. This includes responding to employee queries across different jurisdictions, monitoring and following up on cases, supporting reporting, and escalating issues where necessary.

Experience

• First experience (at least 1 year) in compliance, governance, risk, quality management,
• Strong organizational and coordination skills, with the ability to manage multiple parallel processes.
• Strong communication and writing skills in English.
• High attention to detail and structured working style.
• Ability to work independently in an international environment.

Benefits

• 25 days leave per year following the year of hire
• Inhouse Academy and Trainings
• Hybrid Working Model
• Pension and Health Benefits
• Allowances

Swiss Life Asset Managers

We are a leading European asset manager and institutional real estate asset manager with multiple locations in Europe. With a strong client focus, here at Swiss Life Asset Managers, 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.