Assistant Portfolio Advisor

vor 1 Woche


Genf, Schweiz Wyss Center for Bio and Neuroengineering Vollzeit

On behalf of our client, a prestigious private investment office based in Geneva, we are seeking an:


Responsibilities:
  1. Act as the first point of contact for clients, providing timely support and addressing inquiries.
  2. Manage client transfers, cash management tasks, and ensure the accurate processing of payment requests and transactions.
  3. Maintain, update, and manage CRM systems, ensuring accuracy in client data, correspondence, and account information.
  4. Address client requests and resolve issues on an ad-hoc basis, delivering efficient solutions.
  5. Provide support to portfolio managers by assisting with administrative tasks and offering backup as needed.
  6. Organize and coordinate meetings, appointments, and client interactions.
  7. Prepare reports, presentations, and documents for internal and external stakeholders.
  8. Collaborate with external stakeholders, ensuring smooth communication and workflow.
  9. Assist with general office management, including welcoming visitors and facilitating office coordination.

Minimum Requirements:
  1. Bachelor's degree or relevant diploma in Business Administration or a related field.
  2. 2-3 years of experience in a similar role, preferably within a family office or financial services company in Switzerland.
  3. Fluency in both English and French is mandatory.
  4. Excellent organizational and multitasking abilities.
  5. Strong IT skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint).
  6. High attention to detail and exceptional problem-solving capabilities.
  7. Ability to work independently and collaboratively in a small team environment.
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