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Relationship Manager Assistant - Office Manager

Jobup

Employment type
Full-time
Location
Genève · Remote possible
First posted
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  • 09 septembre 2026
  • 100%
  • Durée indéterminée
  • anglais (Courant), français (Courant)
  • Place de la Fusterie 12, 1204 Genève
  • Se connecter pour voir l-estimation de salaire de jobup.ch

Company Description GSB | B Corp- operates at the forefront of wealth management and personal and institutional financial planning, with a strong commitment to long-term value creation. The organization places equal importance on human growth and financial protection, aiming to co-create prosperity for all stakeholders. As a Certified B Corporation-, GSB adheres to rigorous standards of social and environmental performance, transparency, and accountability. Team members join a purpose-driven environment, where ethical practices, client-centric service, and lasting impact are at the heart of the business model.

Job Description We are looking for a Relationship Manager Assistant who will also perform the function of Office Manager. The position is based in Genève, supporting the Managing Partner in providing exceptional service to ultra-high-net-worth clients. Responsibilities include preparing client documentation, assisting with account opening and management, as well as coordinating investment instructions and transactions in accordance with internal policies and regulatory requirements. The role involves direct interaction with clients and the management of complex account structures and tailored client needs. It also involves ensuring accurate data entry, monitoring deadlines, and maintaining up-to-date records in the systems. The Relationship Manager Assistant works closely with internal teams such as operations, compliance, and investment specialists to ensure smooth execution of client requests and an excellent client experience.

Above all, we are looking for three qualities: motivation, intelligence, and integrity. GSB offers true flexibility in working hours, with the possibility of teleworking by agreement, and the position will suit a completely reliable person who enjoys working autonomously and within a strong, virtual, and multinational team.

Qualifications

  • Excellent communication and customer service skills to interact effectively with demanding clients and internal stakeholders.
  • Solid knowledge of finance, wealth management, and investments to support client requests and understand wealth management solutions.
  • Attention to detail and organizational skills to manage documentation, data entry, and multiple simultaneous tasks with precision.
  • Ability to work collaboratively in a team-oriented environment and maintain professionalism in a dynamic setting.
  • Proficiency in banking tools and office software; knowledge of CRM or portfolio management systems is an asset.
  • Relevant education in finance, economics, business, or a related field; previous experience in private banking, wealth management, MFO, or financial services required.
  • French native language or equivalent (C2) and fluent English.
  • Strong digital skills and comfort in managing financial data.

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Posted 1 week ago

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