Private Banking Assistant

ph3About the Role /h3 pIn 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. /p h3What We’re Looking For /h3 ul li2-3+ years in wealth management with an eagerness to advance in the industry. /li liProficiency in Office tools and a keen interest in learning new technologies. /li liStrong organizational and multitasking skills —capable of balancing detail-oriented work under pressure. /li liAutonomy and team spirit —you’re as comfortable taking the lead as you are collaborating. /li liExceptional communication in both English and German; additional languages are a plus. /li liConfidentiality and accuracy —your clients and team can always rely on you. /li liHigh energy level – you enjoy hard work and want to thrive in a high energy environment. /li /ul h3What You’ll Do /h3 ul liServe as a primary contact for clients, managing daily communications and client requests. /li liSupport portfolio management, cash balances, and documentation preparation. /li liTake responsibility for KYC and account opening forms. /li liProvide administrative and compliance support, including document filing, client summaries, and correspondence. /li liContribute to marketing initiatives and assist with Chief Compliance Officer duties. /li /ul h3Why Join Us? /h3 ul liA Collaborative, Growing Team: Be part of a thriving, young team of 50 across Zurich, Freienbach, Geneva, and Lugano. /li liVaried and Engaging Work: Enjoy a diverse range of responsibilities within a supportive and challenging environment. /li liGlobal, Multinational Atmosphere: Work in an environment that values cross-cultural collaboration. /li liLocation Flexibility: Work from either Zurich or Freienbach. /li /ul pLocation: Zurich or Freienbach /p h3Start Date /h3 pWe’re excited to welcome you as soon as possible! /p /p #J-18808-Ljbffr