Private Banking Assistant, Zug

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

What our client offers

Entrepreneurial and international working environment

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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