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.

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

Requirements:

• 2-4 years of experience within private banking, wealth management or family office environment
• 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.