Sales Assistant - Wealth Management - 50%

• 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.