Jonerickson Ramos
@jonericksonramos
Client-focused fund distribution and KYC/AML specialist with multilingual skills.
LuxembourgWhat I'm looking for
I am a client-focused fund distribution and KYC/AML specialist with hands-on experience onboarding funds and institutional investors. I manage client portfolios for hybrid fund strategies, lead cross-functional initiatives, and act as first point of contact for institutional clients at CACEIS.
My background includes senior KYC/AML roles, AML identification at fund level, reviewing constitutive documents and overseeing fund events such as launches, migrations and liquidations. I have operated within high-performing teams under tight target dates and regulatory frameworks, delivering reliable, client-centric results.
I bring strong communication skills in Luxembourgish, English, French, German and Portuguese, practical experience with CRM and securities setup (AIFs, ETFs, stocks), and formal trainings in capital markets, private equity fundamentals and AML.
Experience
Work history, roles, and key accomplishments
Customer Support Manager
CACEIS Bank Luxembourg Branch
Jan 2025 - Present (8 months)
First point of contact for institutional clients in Fund Distribution, managing a portfolio focused on hybrid fund strategies and leading cross-functional initiatives to improve operational output and fund launches.
Senior KYC/AML Analyst
CACEIS Investor Services
Jan 2023 - Dec 2024 (1 year 11 months)
Supervised fund event registrations and AIF onboarding oversight, performing AML identification across investor typologies and reviewing constitutive documents to ensure regulatory compliance.
Senior KYC/AML Analyst
RBC Investor & Treasury Services
Jan 2022 - Dec 2022 (11 months)
Followed RBC guidelines for investor clearances and managed onboarding and identification of corporate and individual investors across multiple client funds to meet deadlines and regulatory standards.
Senior Customer Support Agent
Trade Republic Bank
Feb 2020 - Sep 2021 (1 year 7 months)
Oversaw onboarding, savings plan and referral program operations, implemented support KPIs and created knowledge bases for securities trading support, and provided product training.
Education
Degrees, certifications, and relevant coursework
House of Training Luxembourg
Certificate, Capital Markets / Financial Instruments
2023 -
Completed a Capital Markets and Financial Instruments certificate and attended a 7-day seminar deepening knowledge of capital markets and instruments.
House of Training Luxembourg
Training Course, Private Equity
2023 -
Completed a Private Equity Fundamentals training course to develop foundational knowledge of private equity concepts and processes.
House of Training Luxembourg
Training Course, Anti-Money Laundering
2022 -
Completed an AML Fundamentals training to strengthen anti-money laundering knowledge and compliance practices.
Lycée Technique du Centre
Apprenticeship / Secondary Technical Education, Administrative and Commercial
2009 - 2013
Completed an apprenticeship and studies in administrative and commercial subjects alongside vocational training from September 2009 to June 2013.
Availability
Location
LuxembourgAuthorized to work in
GermanySocial media
Job categories
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