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Management Assistant - Wealth Management FR/EN

Michael Page

Employment type
Full-time
Location
Geneva
First posted
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• 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

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Posted 4 days ago

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