Assistant Private Banking (try & hire)

Winterthur Vollzeit 36000 - 60000 € / Jahr (geschätzt) Kein Home Office möglich

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 matters

Prepare client presentations, reports, and financial documentation

Assist in account opening, onboarding, and compliance procedures

Liaise with internal departments such as compliance, legal, and operations

Handle client inquiries, transactions, and general banking requests

Maintain and update client records while ensuring confidentiality

Support investment and financial product administration

Ensure adherence to regulatory and internal banking policies

Qualifications & 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 Switzerland

Profound knowledge of investment products, financial instruments, and wealth management solutions

Strong organizational and multitasking skills

Excellent communication and interpersonal skills

High attention to detail

Proficiency 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