magnifier icon

ASSISTANT PRIVATE CLIENTS WITH PERSONAL MATTERS / FAMILY OFFICE

Lexius Search

Lexius Search

Financial Services

Zug - Switzerland

Graduate / Entry level

Experteer Overview

In this role you will support high-net-worth private clients with complex personal and family-office needs from a Swiss Zug-area office. You will coordinate calendars, travel, and private arrangements, while ensuring discretion across time zones and sensitive information. You’ll work closely with a collaborative team to deliver seamless personal and fiduciary support, contributing to the firm’s international clientele and growth. A strong tech mindset and excellent English are essential to enable effective communication and planning.

Pay / Benefits

  • reimbursement of travel card
  • company events
  • 25 paid holidays per year + bank holidays
  • pension plan

Responsibilites

  • Manage busy personal calendars and private appointments for clients
  • Coordinate international travel, visas, accommodation, and VIP transfers
  • Handle private payments, bank reconciliations, and insurance policies
  • Oversee household staff recruitment and management
  • Arrange personal and business travel itineraries and event tickets
  • Liaise with contacts, schedule board and private meetings
  • Support trustees team for international clients when required
  • Handle post, calls, gifts, and personal admin tasks
  • Provide out-of-hours support aligned with time zones

Key requirements

  • Bachelor degree in Finance, Accounting, or Business (preferred)
  • At least one year in a Trust department (preferred)
  • Strong written and spoken English; German important; other languages a plus
  • Good communication skills and ability to liaise internationally
  • Discretion and confidentiality essential
  • High level of modern tech and familiarity with Zoom or similar tools

Description

In this role you will support high-net-worth private clients with complex personal and family-office needs from a Swiss Zug-area office. You…
Nur für MitgliederMobile Experteer Ad

Gehen Sie Ihren nächsten Karriereschritt

  • Weltweit über 1 Mio. Spitzenpositionen mit Gehaltsbenchmark

  • Lassen Sie sich diskret von Headhuntern finden und kontaktieren

  • Exklusiv für Senior Professionals und Executives

Bereits Mitglied?
poster profile picture

Source: headhunter

Published by:

Brigitte Welters

Experteer verwendet Cookies.

Informationen zum Datenschutz