Encontra empregos em Suíça, Luzern, Emmenbrucke:616
20/07/2026
| Suíça, Zug, Zug - Finders SA | |
Tipo de contrato:Trabalho sem termo | |
| 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. |