Description

We are looking for a Sales Assistant 50% to support a Wealth ManagerSales Assistant - Wealth Management - 50%We are looking for a Sales Assistant 50% to support a Wealth Manager in their business development and commercial monitoring activities. Versatile, rigorous, and endowed with an excellent sense of service, you will evolve in a demanding environment. A key position without direct client contact, contributing to the acquisition and the development of the Wealth Manager.MissionsSupport for business development- Prepare and maintain prospect lists, track ongoing initiatives, organize the steps of the sales cycle.- Define the most appropriate approach for each target, taking into account cultures, customs, sensitivities, and context.- Ensure complete follow-up of ongoing actions: notes, reminders, updates.- Support the Wealth Manager in the preparation of meetings (documents, summaries, elements to present).- Advance all open subjects - do not drop any balls and ensure follow-up.- Manage the agenda, schedule appointments, coordinate exchanges, and gather necessary documents.- Facilitate the organization of internal and external meetings.- Ensure a discreet but essential role as an orchestrator on the administrative and organizational level.- Keep the website up to date, ensure the consistency of the company's image.- Participate in the management of LinkedIn (writing, formatting, monitoring).- Help design simple marketing materials: notes, presentations, client documents.- Embody the subtlety necessary for a demanding and very high-net-worth private clientele.Human qualities- Curiosity, analytical sense, discernment.- Highly developed emotional intelligence: quickly understand needs, expectations, and sensitivities.- Ability to manage multiple tasks in parallel, to switch from one subject to another with fluidity.- Ease in international environments; ability to switch from one language to another if necessary.- Excellent command of written French: no errors, no approximations.- Rigor, sense of service, discretion, professionalism.- Flexibility.Possible experienceSeveral types of backgrounds may be suitable:- Former Manager/Account Manager wishing for a more operational role.- Person from high-end hospitality, accustomed to a demanding clientele and high standards.- University graduate, motivated, with a strong capacity for learning and an interest in finance.- Commercial assistant or someone who has already worked in a structured environment.Technical skills- Excellent ability to structure and follow up on files.- 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 Benefits- Ultra-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 topics, without the pressure of client facing.- Environment where transversality, 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 a project.- This role can be arranged over 2-3 days or in half-days over the week. jid2b05cbeaen jit0832aen jpiy26aen