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Private Banking Assistant

Robert Walters Switzerland
full_timeVerifiedPosted 25 Jul 2026

About the role

Private Banking Assistant&nbsp;&nbsp;<br>We are looking for a Private Banking Assistant to join a Family Office based in Zug.&nbsp;&nbsp;<br>Private Banking Assistant&nbsp;&nbsp;<br>About the job:&nbsp;&nbsp;<br>Act as the first point of contact for client enquiries and day\-to\-day banking requests.&nbsp;&nbsp;<br>Support Relationship Managers with all administrative and operational activities.&nbsp;&nbsp;<br>Handle client account administration, including account openings and maintenance.&nbsp;&nbsp;<br>Prepare client documentation, portfolio reports and meeting materials.&nbsp;&nbsp;<br>Coordinate payment instructions, account transfers and account statements.&nbsp;&nbsp;<br>Support KYC, AML and onboarding processes while ensuring regulatory compliance.&nbsp;&nbsp;<br>Liaise with custodians, internal stakeholders and external partners.&nbsp;&nbsp;<br>Assist with ongoing client reviews and documentation updates.&nbsp;&nbsp;<br>Contribute to operational improvements and support projects across the business.&nbsp;&nbsp;<br>Build strong relationships with clients by delivering an exceptional level of service.&nbsp;&nbsp;<br>About the candidate:&nbsp;&nbsp;<br>2\-4 years of experience in a Swiss Private Banking or Asset Management environment.&nbsp;&nbsp;<br>Completed Swiss banking apprenticeship or equivalent financial services qualification is highly desirable.&nbsp;&nbsp;<br>Solid understanding of Swiss Private Banking operations, client onboarding and KYC/AML requirements.&nbsp;&nbsp;<br>Excellent organisational skills with strong attention to detail.&nbsp;&nbsp;<br>A proactive, flexible and hands\-on approach to work.&nbsp;&nbsp;<br>Comfortable working in a small, entrepreneurial environment where responsibilities extend beyond a traditional assistant role.&nbsp;&nbsp;<br>Service\-oriented with excellent communication skills and a genuine commitment to client satisfaction.&nbsp;&nbsp;<br>Strong team player who enjoys collaborating across different functions.&nbsp;&nbsp;<br>Fluent in English (essential).&nbsp;&nbsp;<br>Additional languages are an advantage; Hebrew would be considered a strong asset. jpidc8cd717jm jit0730jm jiy26jm

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Source: EURES EU Employment Services
Last confirmed active: 28 Jul 2026

Company

Robert Walters Switzerland

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