Sales Assistant - Wealth Management - 50%

We are looking for a 50% Sales Assistant to support a Wealth Manager in their development, organisation and commercial follow-up activities. Versatile, meticulous and possessing excellent practical skills, you will work in a demanding and international environment. A key role without direct client contact, contributing to acquisition and retention.

A Wealth Manager.

Responsibilities

Support for business development

• Prepare and maintain prospect lists, track ongoing approaches, organise follow-up steps.
• 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, organisation, information consolidation.
• Support the Wealth Manager in preparing meetings (documents, summaries, argumentation elements).
• Contribute to advancing all open matters – "never drop any ball".

Organisation and coordination

• Manage the diary, schedule appointments, coordinate exchanges and gather necessary documents.
• Facilitate preparation of internal and external meetings.
• Ensure a discreet but essential conductor role operationally.

Marketing and communication

• Update the website, ensure consistency of the company’s image.
• Participate in LinkedIn communication (writing, formatting, monitoring).
• Help design simple marketing materials: presentations, information notes, client documents.
• Embark the subtlety required for a demanding private clientele very attentive to details.

Candidate profile

Human skills

• Curiosity, analytical sense, discernment.
• Highly developed emotional intelligence: quickly understand needs, expectations, sensitivities.
• Ability to manage several tasks simultaneously, to switch smoothly from one subject to another.
• Ease in international environments; ability to switch languages if necessary.
• Excellent written French: no mistakes, no approximations, impeccable rigour.
• Service-mindedness, discretion, professionalism.
• Flexibility

Possible experience

Several types of backgrounds may be suitable:

• Former Relationship Manager/Account Manager seeking a more flexible role.
• Profile from luxury hospitality, accustomed to demanding clientele and high standards.
• Motivated recent university graduate, with strong learning ability and interest in finance.
• Commercial or administrative assistant who has already worked in a structured environment.

Technical skills

• Excellent organisation, ability to structure and follow processes.
• Very good writing skills in French. Good level of English; another language is a plus.
• Proficiency with office tools (Word, Excel, PowerPoint).
• Sensitivity to digital marketing (website, LinkedIn).
• Understanding – or willingness to learn – acquisition methods in wealth management.

Conditions and Benefits

Highly versatile role, at the crossroads of sales and marketing.

Work closely with an experienced Wealth Manager, very demanding but an ideal mentor.

Exposure to high value-added situations, without client-facing pressure.

Environment where cross-functionality, relational finesse and the ability to understand needs are essential.

Ideal for someone who enjoys thinking, structuring, organising, and contributing to the success of an entrepreneurial project.

The role can be arranged over 2.5 days or half-days during the week.