Description

* 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 Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Zug

Contract Type

Permanent

Job Reference

JN-072026-7058809