Recognising tomorrow's opportunities today. Yours and ours.

At Swiss Life Asset Managers you will contribute your own talent and expertise in a motivated and flexible working environment. You will take on a high degree of responsibility and master demanding challenges independently, with the scope to express yourself and in cooperation with professional teams.

Working at Swiss Life Asset Managers is a dynamic experience in a stable environment. Our employees make the difference. People count.
Flexible working models will enable you to reconcile your professional and personal ambitions.

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.

Your benefits
We help our employees shape their professional development and their private life to their best advantage, throughout all phases of their life. Our attractive benefits play a part in this effort.

Your contact

Laura Steiner
Tel: