Private Banking Assistant

Robert Walters Switzerland is seeking a Junior Private Banking Assistant in Zug to support Relationship Managers with client administration, compliance, and operational tasks.

The company is looking for a dedicated assistant to serve as the primary contact for client inquiries and daily banking needs. This role involves providing comprehensive administrative and operational support to Relationship Managers, ensuring smooth day-to-day banking activities.

Responsibilities

• Manage client account administration, including opening new accounts and maintaining existing ones.
• Prepare necessary client documentation, portfolio reports, and materials for meetings.
• Coordinate payment instructions, account transfers, and the generation of account statements.
• Support Know Your Customer (KYC), Anti-Money Laundering (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.

Requirements

• 2–4 years of experience in a Swiss Private Banking or Asset Management environment.
• Solid understanding of Swiss Private Banking operations, client onboarding and KYC/AML requirements.
• Excellent organisational skills with strong attention to detail.
• Fluent in English (essential).

Nice to have

• Completed Swiss banking apprenticeship or equivalent financial services qualification.
• 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.
• Additional languages are an advantage; Hebrew would be considered a strong asset.

About the company

The company operates in a small, entrepreneurial environment where responsibilities extend beyond a traditional assistant role.

• Comfortable working in a small, entrepreneurial environment where responsibilities extend beyond a traditional assistant role.