We are recruiting a Wealth Management Assistant to join a management company in the asset management / banking sector. You will support operations, client servicing and administrative processes within a small, professional team based in Geneva.

Scope & priorities

The role covers four primary responsibilities:

1. Administrative and operational support (file management, mailings, record keeping)

2. Client servicing and onboarding assistance

3. Financial administration (invoices, vendor follow-up, basic reconciliations)

4. Compliance support and document preparation for internal stakeholders

Other important elements

• Orientation: execution & support

• Work split: primarily office-based with occasional meetings on client sites

• Interaction with internal teams (portfolio managers, compliance, operations)

• Preparation and filing of client documentation and regulatory forms

• Support for periodic reporting and simple data extractions

Technical skills required

• Good command of Microsoft Office (Excel, Word, Outlook)

• Experience with banking or fund administration systems is an advantage

• Knowledge of basic accounting and invoice processing

• Familiarity with KYC/AML procedures desirable

• Ability to prepare clear presentations and summaries for stakeholders

Project & team collaboration

• Work in direct support of senior management and operations lead

• Autonomy level: shared within a small team; you will take ownership of routine tasks

• Tasks may include cross-functional support depending on business needs

Your profile

• Tertiary education in administration, finance, banking or equivalent

• Previous experience within asset management, banking or corporate services is preferred

• Strong organisational skills and attention to detail

• Good interpersonal and communication skills; client-oriented

• Discreet and reliable when handling confidential information

• Proactive, team player and able to prioritise effectively

Why join this team?

You will join a structured and collaborative team, contributing to high-quality client service and efficient operational processes in a reputable management company. This position offers varied tasks, exposure to the banking environment and opportunities to develop your skills in administration and finance.