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, prioritizing 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 harmonized, scalable, and client centric service model, making a significant contribution to growth, profitability, and service excellence.

Responsibilities

Experience

• 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) 

• Strategic thinking and operational implementation  
• Stakeholder management at management level  
• Leading and developing high-performing teams  

Benefits

Head of Client/Investor Services (f/m/d)

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, prioritizing 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 harmonized, 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 harmonization, efficiency, and excellence in the client experience. 
  • Development and implementation of a harmonized client service operating model across Europe, ensuring efficient, standardized, 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 organizations 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.   

Only direct applications will be considered for this vacancy and we do not accept dossiers from recruitment agencies.

Benefits

Working conditions

Working conditions Our employees are our most valuable asset. At Swiss Life Asset Managers, we place particular emphasis on compensating them fairly and in line with the market. In addition to the basic salary, compensation consists of a bonus based on the company's success and personal performance. Full-time employees are entitled to at least 25 days off per year. We celebrate service anniversaries every five years.

Remote Working from Abroad

Remote Working from Abroad With our Remote Working from Abroad offering, we enable our employees to work from Abroad for a specific number of days per year

Grow with us

Grow with us For us, all employees are talents whom we want to promote in the best possible way. With this aim in mind, we have founded our own AM Academy, through which we provide our employees with a broad range of training opportunities. We also support them with external training and development.

Family

Family At Swiss Life Asset Managers we want to meet the needs of young families. We therefore offer female employees six months' maternity leave, of which at least 16 weeks are on full pay. Male employees can take three weeks' paternity leave. We recognise the value of caring and offer a wide range of childcare and family support services.

Flexibility

Flexibility We address the individual needs of our employees and aim to create optimal framework conditions. Employees of Swiss Life Asset Managers can work with their manager to determine the right working model for them (e.g. flexible working hours, mobile office, time-out models).

Health & wellbeing

Health & wellbeing The health and wellbeing of our employees is particularly important to us. To this end, we offer a sports club in Switzerland with an attractive offer. Our canteen in the main building offers fresh and balanced meals every day. Social Care Consulting offers confidential and personal support in the event of restrictions due to operational, health, personal or financial issues.

Discounts

Discounts Working at Swiss Life Asset Managers has many advantages. We offer our employees attractive discounts in the following areas: Swiss Life investment products; mortgages and financial planning; conditions for venturers; public transport; Reka cheques and meals allowances.

Pension and social benefits

Pension and social benefits We are there for our employees – in any case. We offer above-average benefits in the event of accident and illness. We also guarantee a discount of 65% on the premium contribution for pillar 3 life insurance and pay an average of 70% employer's contributions to the pension fund (savings and risk contributions).

Benefits

Contact

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Our Location

Zürich

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.

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Swiss Life Asset Managers is a dedicated equal opportunity employer. Learn more

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