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About
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.
About
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
* Winterthur, Zürich, Switzerland
Work experience
* Banking
Languages
* English
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Technology, Information and Internet
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