Senior Management Assistant / Advisory FR / ENG 100% (m / f)

For one of our clients, we are looking for a Management & Advisory Assistant FR / ENG on a permanent 100% contract based in Geneva. The collaborator will support a Senior Wealth Manager.

Our client is a well-established multi-family office in Switzerland.

Responsibilities

• Integration within the financial structure;
• Daily support to a Senior Wealth Manager on their HNWI / UHNWI client portfolio;
• Responding to all client requests by phone, emails, videoconferences and face-to-face meetings;
• Liaison with partner custodian banks;
• Opening and closing bank accounts;
• Cash management;
• Transfers, wire transfers and payments;
• Execution of stock market orders on all asset classes;
• Preparation of investment proposals;
• Pitching investment ideas to private HNWI / UHNWI clients;
• Consolidation of client accounts;
• KYC and client documentation;
• LBA compliance;
• Client and management reporting;
• Participation in the daily life of the office.

Candidate Profile

• Banking or higher academic training in Finance, Economics or Management;
• Similar and significant experience in management assistance and advisory in Wealth Management;
• Good knowledge of financial markets and financial instruments;
• Good command of MS Office suite and banking software;
• Excellent command of the French language, both spoken and written;
• Good command of the English language, both spoken and written;
• Command of the Turkish language is an asset;
• Rigorous, stable, loyal, analytical & client-oriented;
• Discretion and a sense of confidentiality.

Conditions and Benefits

Our client offers a permanent 100% contract within a quality, stable and human-sized working environment.