About the Role
In this vital role, you’ll support our senior partners directly, interacting closely with clients to provide the exceptional service that sets us apart. You’ll play a pivotal role in monitoring portfolios, handling client requests, and assisting in compliance duties—all within a supportive and highly professional environment.
What We’re Looking For
- 2-3+ years in wealth management with an eagerness to advance in the industry.
- Proficiency in Office tools and a keen interest in learning new technologies.
- Strong organizational and multitasking skills —capable of balancing detail-oriented work under pressure.
- Autonomy and team spirit —you’re as comfortable taking the lead as you are collaborating.
- Exceptional communication in both English and German; additional languages are a plus.
- Confidentiality and accuracy —your clients and team can always rely on you.
- High energy level – you enjoy hard work and want to thrive in a high energy environment.
What You’ll Do
- Serve as a primary contact for clients, managing daily communications and client requests.
- Support portfolio management, cash balances, and documentation preparation.
- Take responsibility for KYC and account opening forms.
- Provide administrative and compliance support, including document filing, client summaries, and correspondence.
- Contribute to marketing initiatives and assist with Chief Compliance Officer duties.
Why Join Us?
- A Collaborative, Growing Team: Be part of a thriving, young team of 50 across Zurich, Freienbach, Geneva, and Lugano.
- Varied and Engaging Work: Enjoy a diverse range of responsibilities within a supportive and challenging environment.
- Global, Multinational Atmosphere: Work in an environment that values cross-cultural collaboration.
- Location Flexibility: Work from either Zurich or Freienbach.
Location: Zurich or Freienbach
Start Date
We’re excited to welcome you as soon as possible!
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