MADAUS Capital Partners
Back to all positions

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

A position of responsibility with a focus on asset management and client service — direct collaboration with asset managers and senior management.

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.

Apply for this position

Please attach your cover letter, CV and any other documents (pdf, doc, docx, txt, rtf) to the e-mail that opens when you send this form.

Data protection notice

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.

Your application data will be checked by the HR department after receipt of your application. Suitable applications will then be forwarded within the group of companies to the department responsible for the vacancy. Each department then decides how to proceed. Within our group of companies, only those persons who require access to your data in accordance with our application procedure will have access to your data.

The legal basis for the processing of your personal data in this application procedure is Art. 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. 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.

Further information on third-party providers and their processing by us can be found in our privacy policy.