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Relationship Manager Assistant - Office Manager
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 guardianship, aiming to co-create prosperity for all stakeholders. As a Certified B Corporation™, GSB meets rigorous standards of social and environmental performance, transparency, and accountability. Team members join a purpose-driven environment where ethical practices, client-centric service, and sustainable impact are central to the business model.
Role Description We are looking for a Relationship Manager Assistant who will also function as the Office Manager. The role is based in Geneva, supporting the Managing Partner in delivering exceptional service to ultra high net worth clients. Responsibilities include preparing client documentation, assisting with account opening and maintenance, and coordinating investment instructions and transactions in accordance with internal policies and regulatory requirements. The role involves direct client interaction and dealing with complex account structures and bespoke client needs. Additionally ensuring accurate data entry, monitoring deadlines, and maintaining up-to-date records in systems. The Relationship Manager Assistant collaborates closely with internal teams such as operations, compliance, and investment specialists to ensure smooth execution of client requests and an excellent client experience.
We look for three qualities above all: drive, intelligence and integrity. GSB offers genuine flexibility over working hours, with home working by arrangement, and the role will suit someone entirely dependable who enjoys working independently and as part of a strong, virtual, multinational team.
Qualifications
Strong Communication and Customer Service skills to interact effectively with demanding clients and internal stakeholders.
Solid knowledge of Finance, Wealth Managerment, and Investments to support client requests and understand wealth management solutions.
Attention to detail and organizational skills to manage documentation, data entry, and multiple concurrent tasks accurately.
Ability to work collaboratively in a team-oriented environment and maintain professionalism in a fast-paced setting.
Proficiency with banking and office software tools; familiarity with CRM or portfolio management systems is an asset.
Relevant educational background in finance, economics, business, or a related field; prior experience in private banking, wealth management, MFO or financial services is required.
French mother tongue or equivalent (C2) and highly fluent English.
Strong numerical skills and comfort with handling financial data. jpid61ba575jm jpit0937jm jpiy26jm