About this role
Description de l'entreprise Private Banking Assistant 1 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. Description du poste 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 Profil recherché Requirements: 2\-4 years of experience within private banking, wealth management or family office environment \- Must Have Lives in Zurich or Zug area 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 \#LI\-RR1 jpid07323b0jm jpit0729jm jpiy26jm