Assistant Private Banking 50-100% / Fest

Assistant Private Banking 50-100% / Fest Introduction AG is specialized in the areas of trust, finance and real estate. We bring qualified specialists together with suitable companies. Candidates benefit from personal, discreet and targeted support. On behalf of our client - an established company in the financial sector in the Lucerne area - we are looking for a committed personality to strengthen the team as Assistant Private Banking (50-100%) Type of work Administrative and operational support: Independent organization and coordination of administrative processes Preparation and follow-up of management meetings and other internal and external appointments Support in coordinating with banks, auditors and external service providers Interface function between internal departments and external contacts Customer and account administration: Support in onboarding new customers Compilation, plausibility check and follow-up of KYC-/CDD documents Maintenance and quality assurance of customer and master data Support in account, deposit and bank relationships Recording of stock exchange, payment and transfer orders Ensuring complete and traceable documentation Documentation and process support: Management and maintenance of customer, contract and company documents Updating of guidelines, instructions and templates Collaboration on process documentation and checklists Support in internal and external audits Ensuring documentation that is always ready for audit Support of operations and management Operational support of the COO and other internal functions: Compilation of documents and research Maintenance of registers, overviews and data stocks Collaboration on regulatory clarifications and administrative checks Requirements profile Commercial training or equivalent qualification Several years of professional experience in asset management, banking or a regulated financial environment Very good understanding of regulatory requirements, confidentiality and structured documentation Very good German language skills Good to very good English language skills Good to very good Spanish language skills Very good MS-Office skills Interest in digital tools and AI applications (e.g. Copilot or ChatGPT) What you can expect: Responsible and varied activity in an established FINMA-regulated company Direct collaboration with management and management High degree of autonomy within clearly defined areas of responsibility Modern working tools and digital working methods Collegial and professional environment with short decision-making paths Parking space available jpid724605djm jit0727jm jiy26jm