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:

• 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.

Robert Walters Switzerland AG
Valentina Ciherean
+41 44 809 3519