Private Banking Assistant

Banca del Sempione seeks a Private Banking Assistant in Zürich to support the Global Wealth Management Division with client onboarding, administrative tasks, and documentation.

This position sits within the Global Wealth Management Division, where the incumbent will assist Private Bankers in managing investment and wealth management processes for clients.

Responsibilities

• Support the Private Banker’s team with daily tasks.
• Handle documentation for client onboarding, credit card applications, e-banking setup, and account opening or closing.
• Process administrative activities such as stock exchange and foreign exchange transactions, account and deposit openings, and fund transfers.
• Prepare necessary documentation for client meetings and visits.

Requirements

• A commercial background with a minimum of five years of relevant experience in Swiss private banking, preferably in the Zurich area.
• Strong understanding of banking operations, financial products, services, and regulatory frameworks.
• Advanced skills in the Microsoft Office suite.
• Fluency in Italian, English, and German.
• Strong communication abilities, a collaborative mindset, and team spirit.
• Capacity to learn rapidly, work autonomously, and maintain a structured approach.
• Highly organized with a strong work ethic.