Assistant Private Banking (m/f/d) 80-100%

• Client service role for high-net-worth private clients and families • International and modern Family Office About Our Client ## Our client is an international Family Office in Zürich with a focus on high-net-worth individuals, families, and entrepreneurially-minded clientele. The company offers a familial and at the same time modern environment, where customer service is the priority. Job Description ## • Support of the Relationship Managers in daily customer service • Processing and coordination of payments, securities transactions, and foreign exchange transactions • Accompanying account openings and closings for private individuals and companies • Monitoring of liquidity, account balances, fixed-term deposits, and open customer orders • Coordination with custodian banks, Compliance, Middle Office, and other internal and external contact persons • Preparation of client meetings, presentations, contract documents, and relevant documentation • Maintenance of client, investment, and master data as well as ensuring complete dossiers • Support with regulatory, administrative, and mandate-related issues The Successful Applicant ## • Several years of experience in a comparable client service, assistant, or account management function in Private Banking, Family Office, or Wealth Management • Very good understanding of daily client business with high-net-worth private clients • Experience in the processing of payments, securities, and foreign exchange transactions • Routine in handling account openings, KYC documents, and structures with legal entities • Good regulatory understanding as well as strong risk and quality awareness • Independent, careful, and proactive way of working • Resilient, discreet, and service-oriented personality with enjoyment of teamwork • Fluent German and English skills; other languages an advantage What's on Offer ## • Flexibility and home office possibilities • Modern offices in a central location in Zürich • Attractive employment conditions and social benefits • Market-competitive compensation Quote job ref JN-072026-7063884 Job Function Banking & Financial Services Specialisation Private Banker / RM / Wealth Manager Industry Financial Services Location Zürich Contract Type Permanent Job Reference JN-072026-7063884