Trova lavoro per wealth management advisor in Zug3

20/07/2026
Svizzera, Zugo, Zug - Finders SA
Description of the company 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. Role & Responsibilities 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 Candidate Profile 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.    
31/07/2026
Svizzera, Zurigo, Zurich - Finders SA
Description of the company Our client is an independent Swiss private bank built on family values and an authentic client‑centric approach. Renowned for bespoke investment and wealth planning solutions, the bank prioritises long‑term partnerships grounded in trust, transparency, and deep market insight.       Role & Responsibilities As part of a strategic expansion into the Nordic markets, the bank is seeking a proactive, experienced Private Banker to drive new client acquisition and strengthen existing relationships with UHNW individuals, families, and entrepreneurs across Sweden, Norway, and Denmark.   You will join a team of accomplished, experienced bankers within a supportive institution that provides the time and resources to develop your portfolio and grow the business. A stellar investment team is in place to support your offering, along with access to the Group's IAM platform. Competitive remuneration package, including a generous base salary and formula-based bonus. This position can be based in the bank's Zurich or Geneva office.   Whether you are currently based in the Nordic region or the UK, covering the Scandinavian private banking markets, this role offers the opportunity to relocate to Switzerland or, if you are already local, to take your career to the next level.   Responsibilities: - Originate and cultivate a strong network of Nordic UHNW clients and family offices. - Provide high-touch, customised wealth management solutions, supported by the bank's open architecture and holistic service model. - Collaborate closely with investment and discretionary portfolio teams to deliver tailored strategies. - Act as a trusted advisor, combining commercial rigour with deep regional and cultural understanding. -   What Sets This Role Apart: Joining an institution that balances stability with entrepreneurial agility, you'll benefit from a collegial environment and the flexibility to shape your own book while contributing to the bank's broader Nordic growth ambitions.   Candidate Profile   - Minimum 10 years' experience in private banking, with a focus on Scandinavian clients. - Strong client origination and relationship management skills, backed by a credible regional network. - Deep expertise in Swiss private banking standards, regulatory frameworks, and risk-aware advisory. - Fluent in English; proficiency in a Nordic language is a strong advantage. - Relevant professional qualifications preferred (e.g., CFA, CAIA, SAQ Wealth). - Eligible to work in Switzerland.    
31/07/2026
Svizzera, Zurigo, Zurich - Finders SA
Description of the company Our client is a leading Swiss wealth manager known for its independence, personalised service and robust entrepreneurial culture. Guided by family ownership and a commitment to bespoke wealth solutions, the bank delivers strategic investment, wealth planning and fiduciary services rooted in long‑term client relationships.  Role & Responsibilities To support ambitious expansion across Central and Eastern Europe, the bank is inviting applications from seasoned Private Bankers who excel at business development and client acquisition in CEE markets. This role is ideal for a hunter banker with an existing network and a strong appetite for building long‑term client partnerships. Countries of interest to include: Bulgaria, Romania and Poland. A first-class investment team is in place to support your offering, along with access to the Group's IAM platform. Competitive remuneration package, including a generous base salary and formula-based bonus. This position can be based in the bank's Zurich or Geneva office.   Responsibilities - Develop and manage a portfolio of UHNW clients, families and entrepreneurs across CEE. - Deliver bespoke wealth and investment solutions aligned with clients' strategic goals. - Coordinate with investment specialists and portfolio managers to craft personalised wealth strategies. - Drive proactive origination efforts to expand the bank's footprint in target markets.   Why Join You will become part of a stable yet entrepreneurial banking culture that prizes thoughtful growth, transparent communications and high ethical standards, with full support to grow your client base meaningfully in an expanding region. Candidate Profile   - 10-15+ years' private banking/wealth management experience in CEE. - Proven track record in client acquisition and portfolio development (Poland, Bulgaria or Romania preferred). - Strong understanding of Swiss wealth management principles and regulatory landscape. - Excellent communication and relationship building skills;  multilingual capabilities an asset. - Relevant professional certifications preferred. - Eligible for a Swiss work permit (cross-border OK).    
© 2026 JobCourier.ch — Tutti i diritti riservati