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Relationship manager assistant - Family Office

Zug Permanent View Job Description
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

About Our Client

A growing international Family Office based in Zug.

Job Description

  • 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.

The Successful Applicant

  • 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.

What's on Offer

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.

Quote job ref
JN-072026-7058809

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Zug
Contract Type
Permanent
Job Reference
JN-072026-7058809

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.