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Assistant Private Banking
kessler.vogler gmbhZurich, CHVor 30+ Tagen
StellenbeschreibungBanking 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.
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 :
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Private Banking • Zurich, CH