Sales Assistant - Wealth Management - 50%

• You want to support a sales director in their development. • You are looking for a 50% position. About Our Client ## A Wealth Manager. Job Description ## Support for business 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 topics - "not letting any balls drop". Organization and coordination • Manage the calendar, schedule appointments, coordinate exchanges, and gather necessary documents. • Facilitate the preparation of internal and external meetings. • Ensure a discrete but indispensable role as conductor on an 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 necessary for a demanding private clientele that is very attentive to detail. The Successful Applicant ## Human skills • Curiosity, analytical skills, discernment. • Highly developed emotional intelligence: quickly understanding needs, expectations, and sensitivities. • Ability to manage multiple tasks in parallel, switching from one subject to another with fluidity. • Ease in international environments; ability to switch from one language to another if necessary. • Excellent command of written French: no mistakes, no approximations, irreproachable rigor. • Sense of service, discretion, professionalism. • Flexibility Possible experienceSeveral 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 who has 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. What's on Offer ## Ultra-versatile role, at the intersection of sales and marketing. Work closely with an experienced Wealth Manager, very demanding but an ideal mentor. Exposure to high value-added situations, without the pressure of client facing. An environment where transversality, relational finesse, and the ability to understand needs are essential. Ideal for a person who likes 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. Quote job ref JN-022026-6949970 Job Function Customer Service Specialisation Sales Support Industry Financial Services Where Geneva Contract Type Permanent Job Reference JN-022026-6949970