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Sales Assistant - Wealth Management - 50%

Michael Page Switzerland

Employment type
Part-time
Location
Geneva
Company
Michael Page Switzerland, 1200 Genève
First posted
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We are looking for a 50% Sales Assistant to support a Wealth Manager Sales Assistant - Wealth Management - 50% We are looking for a 50% Sales Assistant to support a Wealth Manager in their business development, organization, and commercial follow-up activities. Versatile, rigorous, and possessing excellent practical sense, you will evolve in a demanding and international environment. Key position without direct client contact, contributing to acquisition and loyalty. Sales Assistant - Wealth Management - 50% One Wealth Manager. Missions 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 the preparation of meetings (documents, summaries, argumentation elements). Contribute to advancing all open subjects - "not letting any balls drop". Organization and coordination Manage the agenda, schedule appointments, coordinate exchanges, and gather necessary documents. Facilitate the preparation of internal and external meetings. Ensure a role as a discreet but indispensable conductor on the 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. Candidate Profile Human skills Curiosity, analytical sense, discernment. Highly developed emotional intelligence: quickly understanding needs, expectations, and sensitivities. Ability to manage multiple tasks in parallel, moving 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 experience Several types of backgrounds may suit: Former Relationship Manager/Account Manager wishing for a more flexible role. Profile from high-end hospitality, used 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. Conditions and Advantages Ultra-versatile role, at the crossroads 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. Environment where transversality, relational finesse, and the ability to understand needs are essential. Ideal for a person who loves to think, structure, organize, and contribute to the success of an entrepreneurial project. The role can be arranged on full days or half-days during the week. jpid2b05cbejm jpit0832jm jpiy26jm

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Posted 2 weeks ago

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