Management Assistant - Wealth Management FR/EN
- Employment type
- Full-time
- Location
- Geneva
- First posted
• Experienced management assistant FR/EN
• Available ASAP (September 2026)
About Our Client ##
Our client is an independent wealth manager based in Geneva, recognized for its personalized approach and its support for a sporty and international private clientele.
Job Description ##
Main missions
• Ensure daily administrative support for wealth managers.
• Prepare and follow up on client documentation, notably account openings and KYC updates.
• Manage correspondence with clients, custodian banks, and counterparties.
• Organize appointments, meetings, and travel for managers.
• Ensure the follow-up of administrative files and ensure the quality of client data.
• Participate in the preparation of reports, presentations, and documents intended for clients.
• Provide support to the team within the framework of compliance and internal control processes.
• Contribute to the smooth running of the office and the coordination of administrative tasks.
The Successful Applicant ##
• Commercial, administrative training or equivalent.
• Previous experience in a similar role within a private bank, a multi-family office, or a wealth manager in Switzerland.
• Good knowledge of the wealth management environment and KYC processes.
• Excellent command of French and English, both spoken and written.
• Proficiency in Microsoft Office tools.
• Sense of organization, discretion, rigor, and excellent interpersonal skills.
• Ability to manage multiple priorities in a human-sized environment.
A reliable person, who puts in the effort, and who is patient. The position can be structured at 80% or 100%.
What's on Offer ##
\-
Quote job ref
JN-072026-7067949
Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Where
Geneva
Contract Type
Permanent
Job Reference
JN-072026-7067949
Automatically translated from the original.
Posted 4 days ago