Finders
Zoug
Private Banking Assistant
- 14 July 2026
- 100%
- Permanent position
- Zoug
About the job
Description de l'entreprise
Private Banking Assistant
100% | Zug Area
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
• 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
• 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
