Jonathan Foulds

Client Account and Administration Professional with 10+ years' experience across life assurance, pensions, fund administration, KYC/AML and client servicing in the Luxembourg financial sector. Skilled at managing complex client portfolios, ensuring regulatory compliance, and maintaining high operational standards. Experienced in supporting cross-border teams and delivering accurate client lifecycle administration.

Adept at documentation and data management, onboarding, due diligence and operational process coordination. Recognised for strong organisational skills, precise information handling and high-quality service delivery in fast-paced, regulated environments.

AML/KYC Analyst, Client File Reviews at QUINTET PRIVATE BANK (2024-03 – 2024-11)

Contract role: 7 months

• Supported KYC reviews across Luxembourg, UK, and Nordics by validating and pre-populating client data (individuals, corporates, trusts) to high standards.
• Trained three colleagues on UK (Brown Shipley) processes, improving accuracy and consistency.
• Delivered KYC and administrative support to front-office teams with strong cross-border stakeholder communication.

Fund Contract Administration Manager at XANTIS & LS INTERNATIONAL FINANCE (subsidiary) (2022-01 – 2023-10)

Role duration: 22 months

• Managed securitisation structures for international and institutional investors.
• Acted as primary contact for Luxembourg entities, overseeing fund administrator relationships and service delivery.
• Handled investor transactions, onboarding, and AML/KYC processes with a focus on accuracy and efficiency.
• Supported audits and asset valuations by preparing documentation and liaising with auditors.
• Coordinated with brokers, legal partners, and service providers to ensure smooth fund operations.

Group Life Insurance Contract Administrator at LA LUXEMBOURGEOISE-VIE (2021-07 – 2021-12)

• Delivered end-to-end administration of group life insurance and pension plans, liaising with employer clients and sales teams.
• Drafted and managed lifecycle of tailored pension contracts, ensuring regulatory compliance and accuracy.
• Collected, validated, and maintained AML/KYC documentation, ensuring complete and up-to-date client records.

Senior Administrator (Onboarding) at SANNE GROUP (now APEX GROUP) (2020-09 – 2020-12)

Client Service Administrator at LA MONDIALE EUROPARTNER (2011-10 – 2019-03)

• End-to-end administration of employer and individual life insurance policies (setup to benefits withdrawal).
• Conduct KYC and regulatory checks (AML, FATCA, CRS) for corporate and individual clients; liaise with Compliance and Legal.
• Process claims, instructions, and policy changes within SLA, ensuring accuracy and data integrity.
• Manage policy setup, system input, and validation across markets.
• Handle premiums, fund investments, switches, and benefits requests.
• Act as key contact for clients, partners, and members; resolve queries via phone and email.
• Support accounting reconciliations and transaction reporting for Finance.
• Participate in client meetings and service delivery discussions.
• Contributed to the transfer of 70% of international pension business to Zurich Eurolife S.A.
• Coordinated client–advisor–insurer interactions to ensure smooth policy lifecycle management (UK market).
• Improved operational efficiency and risk controls through process enhancements.

Contract Administrator (Broker & Customer Services), for 2 group subsidiaries at NPG WEALTH MANAGEMENT (now ONELIFE) (2009-02 – 2011-09)

Private Estate Life, Belgium & UK teams (02/2009 – 09/2011) and Altraplan Bermuda (06/2009 – 09/2011)

Senior Collections Specialist (Credit & Collections Department, Finance) at HEWLETT-PACKARD ROMANIA (GLOBAL E-BUSINESS OPERATIONS CENTER) (2008-07 – 2008-11)

Switzerland & Luxembourg

Junior Consultant at GEORGE BUTUNOIU EXECUTIVE SEARCH (2008-01 – 2008-05)

Account Officer (Policy Administration, Money Out Team) at LOMBARD INTERNATIONAL ASSURANCE (2005-04 – 2007-12)

Bachelor of Arts with Honours in French and German – UNIVERSITY OF HULL (2000-09 – 2004-07)

Erasmus – Université Lyon III – Jean Moulin (2002-09 – 2003-06)