As part of a position replacement, we are looking for a Management Assistant - Wealth Management FR/ENAs part of a position replacement, we are looking for a bilingual French/English management assistant, available immediately.Management Assistant - Wealth Management FR/ENOur client is an independent wealth manager based in Geneva, recognized for its personalized approach and support for a private sporting and high-net-worth clientele.Main responsibilities:- Provide daily support to portfolio managers.- Prepare and follow up on client files, including account openings and updates.- Manage correspondence with clients, custodian banks, and counterparties.- Organize appointments, meetings, and travel for managers.- Ensure file follow-up and maintain the quality of client data.- Participate in the preparation of reports and documents intended for clients.- Provide support to the team regarding compliance and internal control processes.- Contribute to the smooth operation of the office and the coordination of administrative tasks.Profile:- Commercial training or previous experience in a similar role within a private bank, multi-family office, or wealth manager.- Knowledge of the wealth management environment and KYC processes.- Excellent command of French and English, both oral and written.- Mastery of Microsoft Office tools.- Sense of discretion, rigor, and excellent ability to manage multiple priorities in a fast-paced environment.- Reliable person who is hardworking and proactive.- This position can be structured at 80% or 100%.Conditions and Benefits- jid62ba846aen jit0730aen jpiy26aen
Wealth Management Administrative Assistant Arbeitgeber: Michael Page Switzerland
Notre client, une banque privée internationale bien établie en Suisse, offre un environnement de travail dynamique et à taille humaine, idéal pour les professionnels cherchant à évoluer dans le secteur financier. Avec des opportunités de collaboration étroite avec le Front Office et une culture proactive du risque, les employés bénéficient d'une atmosphère stimulante qui favorise la croissance personnelle et professionnelle. De plus, la diversité linguistique et l'expertise en crédit permettent de travailler sur des opérations complexes tout en développant des compétences précieuses dans un cadre international.
