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Sales Assistant - Wealth Management - 50%

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Employment type
Part-time
Location
Geneva
First posted
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• 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.

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