Wealth Onboarding & Client Ops Coordinator

Michael Page International (Switzerland) SA; Zug; Vor Ort; CHF 65.000 - 90.000; Vollzeit

Zusammenfassung

Michael Page International (Switzerland) SA is recruiting for a junior onboarding coordinator for a growing international Family Office based in Zug.

You will assist with onboarding, KYC/AML, and regulatory reviews, liaise with banks and advisers, and maintain client records.

This role requires 1–3 years in private banking or wealth management, exceptional organizational skills, and fluent English; Hebrew is a plus.

Qualifikationen

• 1–3 years of professional experience in private banking, wealth management, fiduciary services, or a Family Office.
• Basic understanding of banking operations and regulatory requirements (KYC, AML, FATCA, onboarding).
• Fluent English; Hebrew is a strong asset.
• Strong organizational, multitasking, and communication skills.
• Discretion, professionalism, and ability to work in a small entrepreneurial team.

Aufgaben

• Assist with client onboarding processes and documentation collection.
• Support KYC, AML, FATCA and regulatory reviews.
• Maintain accurate client records and up-to-date documentation.
• Liaise with banks, external advisers and service providers.
• Assist with account opening and administrative follow-up.
• Coordinate client requests and day-to-day administrative support.
• Prepare reports, presentations, and meeting materials.
• Monitor deadlines and ensure timely completion of tasks.
• Support management with administrative and organizational matters.
• Handle confidential information with discretion.

Kenntnisse

Organizational skills

Multitasking

Attention to detail

Interpersonal skills

Communication skills

Proactivity

Independence

Jobbeschreibung

Michael Page International (Switzerland) SA is recruiting for a junior onboarding coordinator for a growing international Family Office based in Zug.

You will assist with onboarding, KYC/AML, and regulatory reviews, liaise with banks and advisers, and maintain client records.

This role requires 1–3 years in private banking or wealth management, exceptional organizational skills, and fluent English; Hebrew is a plus.