Sales Assistant - Wealth Management - 50%
- Employment type
- Part-time
- Location
- Geneva
- Company
- Michael Page Switzerland, 1200 Genève
- First posted
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