Sales Assistant - Wealth Management - 50%

We are looking for a Sales Assistant 50% to support a Wealth Manager
Sales Assistant - Wealth Management - 50%
We are looking for a Sales Assistant 50% 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. Key position without direct client contact, contributing to acquisition and loyalty.
Sales Assistant - Wealth Management - 50%
One 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 the preparation of meetings (documents, summaries, argumentation elements).
Contribute to advancing all open subjects - "not letting any balls drop in the air".
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's 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.
Comfort in international environments; ability to switch from one language to another if necessary.
Excellent command 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, used to a demanding clientele and high standards.
Motivated recent university graduate, with a strong capacity for learning and an interest in finance.
Commercial or administrative assistant who has 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 crossroads of commercial and marketing.
Working closely with an experienced Wealth Manager, very demanding but an ideal mentor.
Exposure to high value-added situations, without the pressure of being client-facing.
Environment where transversality, relational finesse, and the ability to understand needs are essential.
Ideal for a person who likes to think, structure, organize, and contribute to the success of an entrepreneurial project.
The role can be arranged by days or by half-days during the week. jpid2b05cbejm jpit0832jm jpiy26jm