Private Banking Assistant at Finders SA

Stellenbeschreibung:

Aktuelle Karriere-Informationen von Finders SA für die Position als Private Banking Assistant. If the Private Banking Assistant Stellenangebot in Zug Ihren Qualifikationen entspricht, reichen Sie Ihre Bewerbung bitte direkt über das aktualisierte Jobkos-Portal ein.

Bitte beachten Sie, dass eine Bewerbung Qualifikationen erfordert, die vom Arbeitgeber festgelegt wurden. Wir hoffen, dass diese Karrierechance bei Finders SA für die Position als Private Banking Assistant unten zu Ihrem Profil passt.

Finders SA

Description of the Unternehmen

Private Banking Assistant
100% | Zug Area

Finders is currently looking on behalf of a growing and entrepreneurial multi-family office for a motivated Private Banking Assistant to join their expanding team in Schweiz.

This is an excellent opportunity for someone looking to grow within a dynamic and international environment, working closely with experienced banking and investment professionals.

Role & Responsibilities

Key Responsibilities:

• Support onboarding and KYC/AML processes in coordination with Relationship Managers and Compliance
• Assist in the administration and monitoring of client portfolios
• Act as the Erste point of contact for clients' administrative requests
• Support execution and follow-up of transactions including payments, FX, securities and capital calls
• Liaise with banks, lawyers, accountants and external advisors
• Maintain and update client documentation, reports and records
• Prepare portfolio reports, performance summaries and meeting materials

Candidate Profile

Requirements:

• 2–4 years of experience within private banking, wealth management or family office environment
• Good understanding of financial instruments including equities, bonds, funds and FX
• Familiarity with Swiss KYC/AML requirements
• Strong Excel and MS Office skills
• Service-oriented, organized and detail-focused personality
• High level of discretion and professionalism
• Fluent English is mandatory
• Hebrew is considered a strong advantage

What our client offers

• Entrepreneurial and international working environment
• Long-term growth potential
• Exposure to private banking and wealth management activities
• Collaborative and professional team culture
• Some Home office flexibility possible

Only relevant applications will be contacted.

Branche: Bankwesen und Finanzdienstleistungen

Funktion: Rechnungswesen / Bankwesen / Finanzen

Anstellungsart: Festanstellung

Job-Informationen:

• Unternehmen: Finders SA
• Position: Private Banking Assistant
• Arbeitsort: Zug
• Land: CH

So bewerben Sie sich:

Nachdem Sie die Kriterien und Mindestanforderungen in der Stellenanzeige gelesen und verstanden haben, Private Banking Assistant at the office Zug bereiten Sie bitte umgehend Ihre Bewerbungsunterlagen (Anschreiben, Lebenslauf, Zeugnisse) vor. Senden Sie diese über den Link 'Nächste Seite' unten ein.