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Portfolio Management Admin Support - Remote
Job summary
A financial advisory firm is seeking a Portfolio Management Admin Support professional to work remotely. The role involves preparing business applications, client services, and maintaining compliance with FINMA regulations. Candidates must have a strong understanding of financial instruments and at least 5 years of experience in financial services. This position offers flexible remote work hours and competitive holiday allowances.
Benefits
Qualifications
- 5+ years' experience in a financial services role.
- Self-starter capable of working independently remotely.
- Understanding of KYC / AML processes.
Responsibilities
- Preparation of lump sum business applications.
- Client services for lump sum clients.
- Ongoing AML monitoring and updates for FINMA compliance.
Skills
Education
Tools
SUMMARY :
Portfolio Management Admin Support - Remote
POSITION INFO : About our Client :
Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).
Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.
This means you walk away with what you need and not simply what your adviser wants to give you.
Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.
Role expectations :
- Preparation of lump sum business applications and presales support to advisers
- Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
- Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
- Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
- Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
- Withdrawal and account closure procedures
- Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
- Ongoing AML monitoring and updates for FINMA compliance
- Client Review Pack preparation for upload to Client Portal (Money Info)
- Portfolio Management CRM data management
Skills required :
Professional and Educational Background
Technical and Financial Knowledge
Systems and Tools Proficiency
Regulatory and Compliance Awareness
Communication and Interpersonal Skills
Analytical and Problem-Solving Abilities
Mandatory requirements :
Contract Specifications :
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.