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Investor Services Specialist

Location: 

Manila, PH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

The Investor Services Team within Partners Group is responsible for the timely and flawless response to our clients' queries as well as distributing high-quality client communication. In close collaboration with internal and external stakeholders, the team also covers a variety of topics relating to the onboarding of clients and distribution partners.

 

As Investor Services Specialist (AML) your responsibility will be to support the onboarding processes for clients and distribution partners. In close collaboration with internal and external stakeholders the team.

 

 

 

#LI-Hybrid

 

What we expect
  • A bachelor's degree in accounting, finance, financial management, business administration or marketing
  • Minimum 1-3 years of experience in the financial industry
  • Understanding of day-to-day handling of AML & KYC topic with clients
  • Fluent English as well as experience and confidence in client communication (written and verbal)
  • Independently delivers on assigned tasks, duties and responsibilities within the prescribed timelines
  • Actively seeking support within the team and stakeholders to excel learning and closing knowledge gaps
  • Proactive with an entrepreneurial and solution-oriented mindset adept at thriving in dynamic environments applications
  • Proficiency with Microsoft Office
  • Good organizational skills and attention to detail
  • Effective and reliable team player
  • Strong analytical and investigative skills with the ability to think creatively and innovatively
  • Highly motivated and eager to embrace new learning opportunities
  • The role has been designed to fit the firm's increasingly detailed, data-heavy input requirements from clients, prospects, and internal stakeholders as well as growing regulatory complexity.
  • You will work closely to support the client relationship team to process a high volume of client data requests, support business development initiatives and coordinate prospect to client conversion process.

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

  • Professional, international working environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment, with on-the-job training and mentorship opportunities
  • One-month sabbatical after every five years of service
  • Education assistance program
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities
  • A full performance review and a salary review are conducted at the end of each calendar year, and your salary may be adjusted at that time (if applicable).
  • Variable compensation when the business development of Partners Group meets or exceeds expectations, and provided your performance meets or exceeds individual agreed objectives as well.
  • Partners Group Holding AG shares.

 

www.partnersgroup.com

 

Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

 


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