We are looking for a Private Banking Assistant to join a Family Office based in Zug.
Private Banking Assistant
About the job:
- Act as the first point of contact for client enquiries and day-to-day banking requests.
- Support Relationship Managers with all administrative and operational activities.
- Handle client account administration, including account openings and maintenance.
- Prepare client documentation, portfolio reports and meeting materials.
- Coordinate payment instructions, account transfers and account statements.
- Support KYC, AML and onboarding processes while ensuring regulatory compliance.
- Liaise with custodians, internal stakeholders and external partners.
- Assist with ongoing client reviews and documentation updates.
- Contribute to operational improvements and support projects across the business.
- Build strong relationships with clients by delivering an exceptional level of service.
About the candidate:
- 2-4 years of experience in a Swiss Private Banking or Asset Management environment.
- Completed Swiss banking apprenticeship or equivalent financial services qualification is highly desirable.
- Solid understanding of Swiss Private Banking operations, client onboarding and KYC/AML requirements.
- Excellent organisational skills with strong attention to detail.
- A proactive, flexible and hands-on approach to work.
- Comfortable working in a small, entrepreneurial environment where responsibilities extend beyond a traditional assistant role.
- Service-oriented with excellent communication skills and a genuine commitment to client satisfaction.
- Strong team player who enjoys collaborating across different functions.
- Fluent in English (essential).
- Additional languages are an advantage; Hebrew would be considered a strong asset.