Sales Assistant - Wealth Management - 50%

• You want to support a sales director in their development.
• You are looking for a 50% position.

About Our Client ##

A Wealth Manager.

Job Description ##

Support for business development

• Prepare and maintain prospect lists, follow up on ongoing steps, organize follow-up stages.
• Help define the most suitable approach for each target, taking into account cultures, customs, sensitivities, and context.
• Ensure complete follow-up of ongoing actions: notes, reminders, organization, consolidation of information.
• Support the Wealth Manager in preparing meetings (documents, summaries, argumentation elements).
• Contribute to advancing all open topics - "not letting any balls drop".

Organization and coordination

• Manage the calendar, schedule appointments, coordinate exchanges, and gather necessary documents.
• Facilitate the preparation of internal and external meetings.
• Ensure a discrete but indispensable role as conductor on an operational level.

Marketing and communication

• Update the website, ensure the consistency of the company image.
• Participate in LinkedIn communication (writing, formatting, follow-up).
• Help design simple marketing materials: presentations, information notes, client documents.
• Embody the subtlety necessary for a demanding private clientele that is very attentive to detail.

The Successful Applicant ##

Human skills

• Curiosity, analytical skills, discernment.
• Highly developed emotional intelligence: quickly understanding needs, expectations, and sensitivities.
• Ability to manage multiple tasks in parallel, switching from one subject to another with fluidity.
• Ease in international environments; ability to switch from one language to another if necessary.
• Excellent command of written French: no mistakes, no approximations, irreproachable rigor.
• Sense of service, discretion, professionalism.
• Flexibility

Possible experienceSeveral types of backgrounds may be suitable:

• Former Relationship Manager/Account Manager wishing for a more flexible role.
• Profile from high-end hospitality, accustomed to a demanding clientele and high standards.
• Motivated university graduate with a strong capacity for learning and an interest in finance.
• Sales or administrative assistant who has already worked in a structured environment.

Technical skills

• Excellent organization, ability to structure and follow processes.
• Very good writing level in French. Good level of English; another language is a plus.
• Mastery of office tools (Word, Excel, PowerPoint).
• Sensitivity to digital marketing (website, LinkedIn).
• Understanding - or desire to learn - acquisition methods in wealth management.

What's on Offer ##

Ultra-versatile role, at the intersection of sales and marketing.

Work closely with an experienced Wealth Manager, very demanding but an ideal mentor.

Exposure to high value-added situations, without the pressure of client facing.

An environment where transversality, relational finesse, and the ability to understand needs are essential.

Ideal for a person who likes to think, structure, organize, and contribute to the success of an entrepreneurial project.

The role can be arranged over 2.5 days or in half-days during the week.

Quote job ref

JN-022026-6949970

Job Function

Customer Service

Specialisation

Sales Support

Industry

Financial Services

Where

Geneva

Contract Type

Permanent

Job Reference

JN-022026-6949970