Private Banking Assistant

Private Banking Assistant (60-100%) Your tasks: Customer support and portfolio management support Processing of stock exchange transactions (Blue Chips, Straight Bonds, High Yield Bonds) Monitoring of customer portfolios Preparation and follow-up of documents for customer visits and business trips Opening new customer relationships with our custodian banks and in internal systems, as well as updates in the event of changes and KYC reviews Preparation of statistics, creation of reports and presentations Participation in risk controls Support for management in projects and day-to-day business Deputy Office Management / Reception What you bring: Completed commercial training or equivalent degree Any further education in the Financial Services area is an advantage Experience in the financial industry, ideally in international private banking In-depth MS Office skills, particularly Excel and PowerPoint Very good German and English skills (Level C1 Advanced) Systematic, precise and independent work What we offer: Interesting challenge with a lot of personal responsibility in a small team Varied range of tasks Opportunity to learn new things and bring in your own ideas Attractive compensation with above-average pension benefits Pleasant working atmosphere with genuine teamwork, flat hierarchy, "open-door" culture Modern workplace in the heart of Zug, close to the train station and Lake Zug Dr. Würmli is available to answer your questions. Absolute discretion and confidentiality are a matter of course. We look forward to your application! jpid98c10e0jm jit0727jm jiy26jm