Private Banking Assistant

We are looking for a Private Banking Assistant to join a Family Office based in Zug. Private Banking Assistant About the job:

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