Onboarding Manager - Howald,

Job summary

This role is primarily responsible for onboarding clients, launching or transferring Funds (UCITS and Alternative Investment Funds) at ONE. As a Group role, it includes the coordination of client onboarding across ONE fund management, ONE consult and ONE corporate when services are bundled or single business line focused.

Responsibilities

• Organise kick-off meetings with clients to understand the fund structure, type (UCITS, AIF), and any specifics related to the transfer or setup of structures
• Coordinate internal client acceptance processes through relevant committees
• Schedule and lead regular onboarding calls with clients and service providers, acting as central coordinator across ONE
• Ensure operational aspects of onboarding are identified, addressed internally, and tracked
• Monitor regulatory requirements, including those specific to the AIFM, and PSF and ensure they are fully integrated into the onboarding process
• Coordinate or perform regulatory filings with the CSSF (where required)
• Manage fund passporting procedures in jurisdictions where marketing is foreseen
• Liaise with all ONE entities for the setup of cross-services (e.g. advisory, governance, corporate structuring)
• Ensure proper documentation and system setup across the group to support go-live clients
• Facilitate a smooth transition to business-as-usual activities with internal teams

Description de l'emploi