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Asset Management & Onboarding Associate (m/f/d)

Your tasks:

Focus on Asset Management

Supporting wealth managers in serving discerning individual and corporate clients
Administrative and organizational support for asset management and investment brokerage mandates
Preparation, processing, and follow-up of customer orders, as well as matters related to securities accounts and bank accounts
Maintenance and updating of customer and master data
Preparation of analyses, reports, and documents for client meetings and consultations
Contact person for custodian banks, depositories, and external business partners
Support in implementing regulatory requirements in day-to-day operations
Contributing to the optimization and digitization of internal processes

Customer Onboarding & Compliance

Independently manage the customer onboarding process for individual and corporate clients
Review and assessment of KYC/AML documentation in accordance with regulatory requirements
Identification and verification of beneficial owners and complex ownership and control structures
Conducting PEP, sanctions, and negative list checks
Quality assurance and approval of customer files through the account and securities account opening process
Support for compliance and control processes, as well as for internal and external audits

Your profile

Successful completion of an apprenticeship as a bank clerk (m/f/d), a banking specialist (m/f/d), a degree in business administration, or a comparable qualification
One or more years of professional experience in asset management, private banking, wealth management, or client onboarding at a financial services firm
Understanding of capital market products and asset management mandates
Knowledge of KYC/AML and regulatory requirements is a plus
A structured, meticulous, and independent approach to work
A strong commitment to service and customer focus
High reliability, as well as a focus on quality and risk awareness
Proficiency in Using Common MS Office Applications

We offer

A position of responsibility with a focus on asset management and client service
Direct collaboration with asset managers and senior management
A diverse range of responsibilities with a high degree of autonomy
A modern work environment and quick decision-making processes
Competitive compensation, as well as personalized training and development opportunities
A collaborative team with a high level of professional expertise

Focus of the Position

The primary focus of this position is to support asset management and provide administrative services for high-net-worth client accounts. You will assist asset managers in their day-to-day operations, support ongoing client service, and ensure efficient and high-quality account management. In addition, you will be responsible for the onboarding of private and corporate clients, including the review of regulatory requirements and complex corporate structures. In doing so, you will make a significant contribution to the quality of service, efficiency, and regulatory compliance of our firm.

Are you ready to invest in your future?

Then we look forward to getting to know you! Send your complete application documents to bewerbung@madaus.com or via this online form:

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By clicking on "Apply" or "Send application" below, I confirm that I have read and agree to the collection, processing, use and storage of my personal data as described below. If you contact us via an online application form or e-mail, we will process the data that you have sent us in connection with your application. When applying, you only need to provide us with the personal data that is required for the application process (contact details, cover letter, CV, references, information about the requirement for a work permit, etc.). If you do not provide us with this data, we will not be able to fully evaluate your application.

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The legal basis for the processing of your personal data in this application procedure is Art. 6 para. 1 lit. b GDPR. 6 para. 1 lit. b GDPR and Section 26 of the Federal Data Protection Act (BDSG). Accordingly, the processing of the data is permitted insofar as it is necessary in connection with the decision to establish an employment relationship. If the data is still required for legal prosecution after completion of the application process, it may be processed to safeguard legitimate interests in accordance with Art. 6 para. 1 lit. f GDPR. 6 para. 1 lit. f GDPR. Our legitimate interest then lies in the assertion of or defense against claims. Applicant data will be deleted after 6 months in the event of rejection. If you are selected and hired for the advertised position, your data will be transferred from the applicant data system to our personnel management system."

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