Private Banking Assistant

Vor 4 Tagen

Genf, Genf, Schweiz Alpen Partners AG | Switzerland Vollzeit CHF 60'000 - CHF 150'000 pro Jahr

Private Banking Assistant

Private Clients Services

Location: Geneva

About the Role

In this vital role, you'll support our senior partners directly, interacting closely with clients to provide the exceptional service that sets us apart. You'll play a pivotal role in monitoring portfolios, handling client requests, and assisting in compliance duties—all within a supportive and highly professional environment.

What We're Looking For

You're a proactive professional with:

  • 2-3+ years in wealth management
     with an eagerness to advance in the industry.
  • Proficiency in
    Office tools
     and a keen interest in learning new technologies.
  • Strong organizational and multitasking skills
    —capable of balancing detail-oriented work under pressure.
  • Autonomy and team spirit
    —you're as comfortable taking the lead as you are collaborating.
  • Exceptional communication
     in
    English.
    French, German, and other languages are a plus.
  • Confidentiality and accuracy
    —your clients and team can always rely on you.
  • High energy level
    —you enjoy hard work and want to thrive in a high-energy environment.

What You'll Do

  • Serve as a primary contact
    for clients, managing daily communications and client requests.
  • Support portfolio management, cash balances, and documentation
     preparation.
  • Take responsibility for
    KYC and account opening forms.
  • Provide administrative and compliance support
    , including document filing, client summaries, and correspondence.
  • Contribute to
    marketing initiatives
     and assist with
    Chief Compliance Officer
    duties.

Why Join Us?

  • A Collaborative, Growing Team:
    Be part of a thriving, young team of 50 across Zurich, Freienbach SZ, Geneva, and Lugano.
  • Varied and Engaging Work:
    Enjoy a diverse range of responsibilities within a supportive and challenging environment.
  • Global, Multinational Atmosphere:
    Work in an environment that values cross-cultural collaboration.

Start Date

We're excited to welcome you
as soon as possible

Apply today
—your application will be handled with the utmost confidentiality.

Please apply exclusively

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