Assistant Private Banking

We are looking for a highly organized and client-focused Assistant Private Banking professional who is fluent in German and English. The role involves supporting Relationship Managers in delivering high-quality services to ultra-high-net-worth clients, handling administrative tasks, and ensuring smooth banking operations.Key Responsibilities :Support Relationship Managers in all administrative mattersPrepare client presentations, reports, and financial documentationAssist in account opening, onboarding, and compliance proceduresLiaise with internal departments such as compliance, legal, and operationsHandle client inquiries, transactions, and general banking requestsMaintain and update client records while ensuring confidentialitySupport investment and financial product administrationEnsure adherence to regulatory and internal banking policiesQualifications & Skills :Banking apprenticeship or similar education, preferably with a Bachelor’s degree in Finance, Banking, Business Administration, or a related field.Minimum of 5 years of relevant professional experience in Private Banking / Wealth Management in SwitzerlandProfound knowledge of investment products, financial instruments, and wealth management solutions.Strong organizational and multitasking skillsExcellent communication and interpersonal skillsHigh attention to detailProficiency in MS Office and banking software (Finnova)Understanding of Compliance, KYC, and AML regulations.Fluency in German and English (spoken and written) is a must. #J-18808-Ljbffr