Relationship manager assistant - Family Office

We are seeking a motivated and highly organized Management Assistant to support our client in the daily administration of client relationships and operational activities.

Relationship manager assistant - Family Office

A growing international Family Office based in Zug.

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.
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