Compliance Officer - Policy System & Employee Compliance

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 looking for a Compliance Officer to join our growing Legal & Compliance hub in Portugal. In this role, you will take ownership for the internal policy framework of the division, ensuring policies are clear, well structured, up‑to‑date, consistent, and effectively communicated and implemented across regions. 

You will work closely with senior Compliance Management, Group Compliance, and other internal stakeholders across the global organization. This role combines governance, coordination, communication and employee compliance operations, paired with the usage and implementation of technology and contributing to the modernisation and digitalisation of compliance processes. 

This is an excellent opportunity for someone with strong organizational skills, an analytical mindset, and a passion for building modern, technology‑enabled compliance frameworks with exposure to innovation and cross-border collaboration. 

Your Responsibilities 

Employee Compliance Operations 

• Support the operation of the employee compliance platform on matters including:  

• Gifts & Entertainment 

• Outside Business Activities (OBA) 

• Personal Account (PA) Trading 

• Conflicts of Interest 

• Respond to employee queries across multiple jurisdictions in a timely and solutions‑oriented manner. 

• Escalate issues to senior compliance colleagues where appropriate. 

• Support monitoring, follow‑ups, and reporting tasks related to the employee compliance framework. 

Policy System Operations 

• Manage the end‑to‑end lifecycle of internal policies & guidelines, including drafting coordination, review workflows, consultation rounds, approvals, and publication. 

• Ensure the directive system remains clean, current, consistent, and compliant with internal and regulatory requirements. 

• Maintain a clean, consistent, and audit-ready policy framework 

• Prepare submissions for the Risk & Compliance Committee, including documentation, summaries, and recommendations. 

• Coordinate with Group Compliance and stakeholders across regions to align on group‑wide standards and requirements. 

• Track pending updates, monitor deadlines, and proactively follow up with content owners. 
• Drive innovation projects, including identifying and implementing AI tools (e.g., automated tagging, version control assistance, document comparison, drafting aids). 

Governance Communications 

• Publish internal news, updates, and newsletters related to new or amended directives. 

• Ensure global teams are informed of upcoming changes and understand their impact. 

• Help maintain a clear and transparent communication flow between global and local stakeholders. 

Your Profile 

Required 

• First experience (at least 1 year) in compliance, governance, risk, quality management, or advisory roles. 

• Strong organizational and coordination skills, with the ability to manage multiple parallel processes. 

• Strong communication and writing skills in English. 

• High attention to detail and structured working style. 

• Ability to work independently in an international environment. 

Preferred 

• Experience in financial services, particularly asset management or banking. 

• Familiarity with directive/policy management systems or regulatory frameworks. 

• Technical interest in workflow tools, document management platforms, or AI‑driven productivity tools. 

• Experience interacting with multiple jurisdictions or global teams. 

• Additional languages (German or French) are a plus. 

 

What We Offer 

• Key role in the development of our nearshore Compliance hub. 

• Exposure to global compliance frameworks and cross‑border regulatory topics. 

• Ability to influence the future design of our directive system and compliance tooling. 

• Competitive compensation aligned with the Portuguese market. 

• A collaborative, international working environment with room for growth. 

• Hybrid working model. 

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

Mariana Gomes Mendes

Tel: