Sales Assistant - Wealth Management - 50%
- Employment type
- Part-time
- Location
- Geneva
- First posted
• 05 août 2026
• 100%
• Indefinite duration
• Genève
We are looking for a 50% Sales Assistant to support a Wealth Manager in their development, organization, and commercial follow-up activities. Versatile, rigorous, and possessing excellent practical sense, you will evolve in a demanding and international environment. A key position without direct client contact, contributing to acquisition and loyalty.
Sales Assistant - Wealth Management - 50%
A Wealth Manager.
Missions
Support for commercial 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 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 required for a demanding private clientele that is very attentive to detail.
Candidate Profile
Human skills ###
• Curiosity, sense of analysis, discernment.
• Highly developed emotional intelligence: quickly understanding needs, expectations, and sensitivities.
• Ability to manage multiple tasks in parallel, to move from one subject to another with fluidity.
• Ease in international environments; ability to switch from one language to another if necessary.
• Excellent mastery of written French: no mistakes, no approximations, irreproachable rigor.
• Sense of service, discretion, professionalism.
• Flexibility
Possible experience ###
Several 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 having 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 intersection of sales and marketing.
Working closely with an experienced, very demanding Wealth Manager who is an ideal mentor.
Exposure to high value-added situations, without client-facing pressure.
An 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 over 2.5 days or in half-days during the week.
Automatically translated from the original.
Posted 1 week ago