Management Assistant - Wealth Management FR/EN

• 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