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Relationship manager assistant - Family Office

Zoug Permanent Voir la description de poste
We are seeking a motivated and highly organized Management Assistant to support our client in the daily administration of client relationships and operational activities.

Added 09/07/2026

  • You are based around Zug/Zurich area
  • You have a small experience in a Bank

À propos de notre client

A growing international Family Office based in Zug.

Description du poste

  • Assist with client onboarding processes and documentation collection.
  • Support KYC, AML, FATCA and regulatory reviews.
  • Maintain accurate client records and ensure documentation is up to date.
  • Liaise with banks, external advisors, and service providers.
  • Assist with account opening and administrative follow-up.
  • Coordinate client requests and provide day-to-day administrative support.
  • Prepare reports, presentations, and meeting materials.
  • Monitor deadlines and ensure timely completion of operational tasks.
  • Support management with various administrative and organizational matters.
  • Handle confidential information with the highest level of discretion.

Profil recherché

  • 1-3 years of professional experience, ideally gained through an internship or junior role within private banking, wealth management, fiduciary services, or a Family Office.
  • Basic understanding of banking operations and regulatory requirements, including KYC, AML, FATCA, and onboarding processes.
  • Familiarity with the private banking or wealth management environment is a strong advantage.
  • Excellent organizational and multitasking skills.
  • Reliable, proactive, and detail-oriented.
  • Flexible, versatile, and willing to take ownership of a variety of tasks.
  • Service-minded with strong interpersonal and communication skills.
  • Open-minded, positive, and eager to learn.
  • Ability to work both independently and within a small entrepreneurial team.
  • High level of professionalism, discretion, and confidentiality.
  • Fluent English is required; Hebrew is a strong asset.

Informations complémentaires

This is an excellent opportunity for a junior professional looking to build a long-term career within a dynamic, entrepreneurial, and international environment. The role offers exposure to wealth management, banking operations, client onboarding, and the day-to-day functioning of a Family Office.

Indiquer la référence de l'offre
JN-072026-7058809

Résumé du poste

Secteur
Banque & Services financiers
Spécialisation
Banque privée / RM / Gestion de patrimoine
Industrie
Financial Services
Localisation
Zoug
Type de contrat
Permanent
Référence de l´offre
JN-072026-7058809

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