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Alpinum Investment Management is a successfully growing Swiss asset manager based in Zurich with USD 2 billion AuM. We run a fund range for which long term capital appreciation and drawdown management are key considerations. We offer market differentiating high-quality investment solutions and an...

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

• Review and analyze client portfolios from a suitability risk perspective
• Ongoing monitoring and assessment of clients, their wealth and sophistication vs. their products and portfolios with GS
• Ensure record keeping requirements are adhered to by advisors from a quality and completeness perspective

• Ensure flawless and timely reporting processes.
• You take care of the plausibility check, control and documentation of the regulatory reporting process.
• Be responsible for statistical and financial regulatory reports of N26 Bank and Group.

• Support production of monthly regulatory reporting to Bundesbank, Compensation Scheme, ECB and BaFin.
• Consolidation of ERFB data from German and Dutch business units and conversion from IFRS to HGB.