Private Banking Assistant

Description de l'entreprise
Private Banking Assistant
1
Private Banking Assistant
Description de l'entreprise
Private Banking Assistant
100% | Zug Area
Finders is currently looking on behalf of a growing and entrepreneurial multi-family office for a motivated Private Banking Assistant to join their expanding team in Switzerland.
This is an excellent opportunity for someone looking to grow within a dynamic and international environment, working closely with experienced banking and investment professionals.
Description du poste
Key Responsibilities:

• Support onboarding and KYC/AML processes in coordination with Relationship Managers and Compliance
• Assist in the administration and monitoring of client portfolios
• Act as the first point of contact for clients' administrative requests
• Support execution and follow-up of transactions including payments, FX, securities and capital calls
• Liaise with banks, lawyers, accountants and external advisors
• Maintain and update client documentation, reports and records
• Prepare portfolio reports, performance summaries and meeting materials

Profil recherché
Requirements:
2-4 years of experience within private banking, wealth management or family office environment - Must Have
Lives in Zurich or Zug area
Good understanding of financial instruments including equities, bonds, funds and FX
Familiarity with Swiss KYC/AML requirements
Strong Excel and MS Office skills
Service-oriented, organized and detail-focused personality
High level of discretion and professionalism
Fluent English is mandatory
Hebrew is considered a strong advantage
What our client offers:

• Entrepreneurial and international working environment
• Long-term growth potential
• Exposure to private banking and wealth management activities
• Collaborative and professional team culture
• Some home office flexibility possible

Only relevant applications will be contacted
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