Assistant to the Executive Board 60-100%

Assistant to the Executive Board 60-100% About AVB Partner AG AVB Partner AG is an independent wealth management boutique located in the heart of Zürich with three decades of experience in serving high-net-worth individuals (HNW/UHNW), primarily from the DACH region. Our traditional, actively managed investment strategy has a long-standing and consistent track record. With a young, entrepreneurially-oriented management and the active support of the owner, we are entering a new growth phase. We offer ambitious professionals the opportunity to shape their next stage of development in a stable, established company with a long-term perspective – in an environment that promotes performance, recognizes potential, and rewards entrepreneurial commitment. Your Role In the role as assistant, you will take on a central support role alongside the CEO and the owner and contribute significantly to ensuring that our internal processes function efficiently, structurally, and in a service-oriented manner. You are the organizational hub within the company, maintaining an overview of administrative processes and ensuring that our operational business runs smoothly in the background. In doing so, you work independently, responsibly, and with a high standard of quality. You think ahead, recognize priorities, and ensure that both internal topics and the concerns of our clients are coordinated professionally, reliably, and error-free. Your Tasks Independent management and organization of the back office, including ensuring efficient administrative processes Responsibility for account openings as well as complete and correct documentation (incl. KYC documents) Maintenance, updating, and archiving of physical as well as digital client files and documents Preparation and follow-up of client appointments as well as support for client advisors in daily business Creation and coordination of general correspondence and administrative tasks Occasional execution of stock market orders, foreign exchange transactions, and payment instructions Carrying out account reconciliations and supporting operational controls, including independent management of the internal MIS Professional reception and care of clients during on-site visits Support and operational responsibility for the wealth management platform Evooq as well as acting as the first point of contact for queries Ensuring structured document and filing management Forward-looking planning and prioritization of tasks in the interest of clients and relationship managers What You Bring At least 5 years of relevant professional experience as a Front Assistant, in Relationship Management Support, or as a Relationship Manager at an independent wealth manager or a private bank Experience in a smaller, entrepreneurially-oriented environment is an advantage Sound knowledge of investments, wealth management processes, and regulatory requirements High degree of independence and the ability to work in a structured manner without close supervision Entrepreneurial thinking as well as willingness to take on responsibility Strong organizational and analytical skills Very structured, reliable, and quality-oriented way of working Resilience and the ability to work precisely even under time pressure Customer-oriented thinking and the ability to empathize with the perspective of clients and client advisors Very good German and English skills, both written and spoken What We Offer You Clear long-term development perspectives in a professional, stable environment Personal support and close cooperation with experienced Senior Wealth Managers and the Executive Board Flat hierarchies, short decision-making paths, and a collegial, focused team Market-rate fixed compensation as well as a performance component Contact If you are looking for the next step in a professional environment, our owner, Steinmtez, looks forward to your confidential contact. jpid107118bjm jit0727jm jiy26jm