private assistant

a Private Bank.brbrSupport Relationship Managers in the daily management of client portfoliosbrPrepare and follow up on account openings (KYC/AML documentation)brMonitor and process client transactions (payments, transfers, securities orders)brMaintain and update client documentation and recordsbrAct as a point of contact for client requests (emails and...

Private Banking AssistantWe are looking for a Private Banking Assistant to join a Family Office based in Zug.Private Banking AssistantAbout the job:Act as the first point of contact for client enquiries and day-to-day banking requests.Support Relationship Managers with all administrative and operational activities.Handle client account administration,...

Private Banking AssistantWe are looking for a Private Banking Assistant to join a Family Office based in Zug.Private Banking AssistantAbout the job:Act as the first point of contact for client enquiries and day-to-day banking requests.Support Relationship Managers with all administrative and operational activities.Handle client account administration,...

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...

pPrivate-Chefs sucht eine erfahrene Privatassistent/in und Butler (m/w/d) 100% mit Start am 1. April 2022. Die Position ist live-in und erfordert Diskretion sowie hervorragende Organisationsfähigkeiten und Reisebereitschaft. /ppDeutsch und Englisch fließend (C1) sind Pflicht, weitere Sprachen von Vorteil. Zu den Aufgaben gehören Terminplanung, Verwaltung...

pDas erwartet dich /p liGemeinsam mit dem Product Management, Procurement und Category Management entwickelst du unser Private-Label-Sortiment kontinuierlich weiter /liliMit unseren Lieferanten koordinierst du Erstbestellungen, Sortimentserweiterungen und Produktoptimierungen /liliProduktmuster und Produktionssamples stimmst du mit unseren Partnern in China...

Du möchtest Produkte von der ersten Idee bis zur erfolgreichen Platzierung im Onlineshop begleiten? In dieser vielseitigen Rolle unterstützt du den Ausbau unserer Eigenmarken und arbeitest eng mit Product Management, Procurement und Category Management zusammen. Dabei koordinierst du internationale Lieferanten, stellst die Qualitätsanforderungen sicher...

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Private Banking Assistant (60-100%)Ihre Aufgaben:Kundensupport und Unterstützung des PortfoliomanagementsAbwickeln von Börsentransaktionen (Blue Chips, Straight Bonds, High Yield Bonds)Überwachung von KundenportfoliosVor- und Nachbereitung der Unterlagen für Kundenbesuche und GeschäftsreisenEröffnung neuer Kundenbeziehung bei unseren Depotbanken und in...

Private Assistant to CEO — Single Family Office, Zurich A single family office based in central Zurich, right on the lakefront , is looking for a warm, reliable, and experienced Private Assistant to the CEO . This role is ideal for someone who genuinely enjoys supporting a persons life in a trusted, long‑term way — balancing private needs with business...

pManagement Science Associates, Inc. in Geneva seeks a RM Assistant to support a Private Banking team. You will handle account openings/closures, client reporting, and daily communications to keep clients informed about performance and outlook. /ppThe role emphasizes accuracy, data quality in CRM, and coordination of mandates, reports, and presentations. A...

About the Company A privately owned investment holding based in Zurich. Through its operating companies, it develops strategic resources at origin, alongside proprietary investments in emerging technologies. The Zurich team is small and senior, with short decision paths — this role has direct visibility and impact. We are looking for an organized,...

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

Assistant(e) de Gestion – Swiss Domestic – Vevey (80-100%) – Supporter l'équipe de Private Banking Swiss Domestic au bureau de Vevey.ResponsabilitésTraiter l’ensemble des questions administratives liées au suivi rigoureux des dossiers et en assurer le suivi completFournir directement aux clients les informations sur l'évaluation du portefeuille,...

EMPLOYMENT TYPE: Permanent DEPARTMENT: Private Client DIVISION: Private Client Services WORKPLACE STRUCTURE: Hybrid Role Overview PURPOSE OF JOB The role holder will be required to assist in the administration duties and activities that are required to support the successful delivery of administration for a client portfolio(s) and assisting in...

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French & Russian required | EU Travel I am exclusively supporting a European private client in the search for a highly organised and culturally aware PA and EA to HNWI Family. The position is based in Zurich and involves coordination across several European locations What the role includes: Coordination of a residential project in the South of France...

Our client is a private bank.brbrbrExecutive SupportbrProvide seamless, high-level administrative support to the CEObrManage complex and constantly evolving calendars, ensuring optimal prioritizationbrCoordinate international travel arrangements, itineraries, and logisticsbrPrepare, review, and format correspondence, reports, and presentationsbrAct as a...

**Il ruolo:** come parte della Divisione di Global Wealth Management – Area Private Banking sarai inserito/a nel team che affianca i Consulenti svolgendo le attività di supporto ai processi di investimento e gestione del patrimonio della Clientela, concorrendo a coglierne tempestivamente le esigenze e a fornire loro le più opportune soluzioni. **Le...

Executive Assistant & Private PA to the Chairman & CEOAbout the CompanyA privately owned investment holding based in Zurich. Through its operating companies, it develops strategic resources at origin, alongside proprietary investments in emerging technologies.The Zurich team is small and senior, with short decision paths — this role has direct visibility...