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 a Wealth Manager in their business development and prospecting activities.
• Maintain and enrich databases of prospects, contacts, and networks.
• Ensure rigorous follow-up of opportunities and implement the necessary actions to advance files.
• Prepare business appointments: research, exchange history, documentation, presentations, and marketing materials.
• Organize travel, schedules, and professional meetings.
• Take over organizational aspects when the Wealth Manager is traveling or unavailable.
• Write and send communications to existing or dormant prospects.
• Actively participate in the digital presence of the activity: LinkedIn, website, marketing and communication materials.
• Handle certain occasional executive and personal assistance missions (travel, correspondence, research, reporting, administrative procedures).
• Analyze situations, prioritize actions, and ensure that no subject remains without follow-up.

The Successful Applicant ##

• Experience in private banking, wealth management, luxury, high-end hospitality, or any premium client environment.
• Excellent command of English, ideally demonstrated by an English-speaking background or a recognized certification (Cambridge, First Certificate, IELTS, TOEFL or equivalent).
• Irreproachable French in both written and spoken form.
• Very high ease with digital tools and modern communication modes (LinkedIn, WhatsApp, CRM, collaborative tools, web content management).
• Ability to manage complex lists of clients, prospects, and relational networks.
• Relational intelligence, political sense, and understanding of the codes of a wealthy and international clientele.
• Autonomy, sense of initiative, and strong organizational skills.
• Dynamic, reactive, and solution-oriented profile.
• Ability to analyze a situation and act proactively without constant supervision.
• Discreet, reliable, efficient, and pragmatic personality.
• International culture, international background or education appreciated.

What's on Offer ##

• A key role alongside an experienced and entrepreneurial Wealth Manager.
• A varied function combining business development, organization, marketing, and network management.
• High autonomy in managing priorities and projects.
• A stimulating and intellectually demanding international environment.
• Exposure to a network of decision-makers, entrepreneurs, and wealthy families.
• A high value-added position where reflection, analysis, and the ability to anticipate are essential.
• A flexible working framework allowing for real autonomy in organization.
• The opportunity to become a true operational right-hand person contributing directly to the development of the activity.
• A position where impact, efficiency, and quality of execution prevail over traditional administrative tasks.

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