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Personal Assistant Multi Family Office – 100%
Genesis Investment Partners AG · Zürich
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Job description
Your Role
Do you enjoy working in a dynamic Wealth Management environment where attention to detail, discretion, and service excellence are key? We are looking for a highly motivated and independent Personal Assistant to support our firm's senior management, provide high-quality assistance to our business partners, and coordinate a variety of administrative activities that ensure the smooth running of the business and directly contribute to its success.
Your key responsibilities will include:
- Maintain the meeting schedule (organize meetings, coordinate agendas, prepare documents/presentation material, write meeting minutes for internal meetings, and follow up on action items)
- Support onsite client meetings (prepare meeting room, welcome clients, serve beverages/coffee, arrange catering and logistics for lunch meetings)
- Manage mailboxes and maintain the business contact database
- Update standard presentation material and documents (MS Office suite)
- Organize and coordinate business travel arrangements (booking flights, hotels, transfers, arranging visas, and preparing travel itineraries)
- Plan and support events, off-site meetings, workshops, client events, and other initiatives
- Provide support for project-related activities and business initiatives (ad-hoc tasks)
- Manage general company administration, including ordering office supplies
Your Profile
- Passionate about your work and dedicated to contributing to the success of our firm
- Commercial apprenticeship with 2-5 years of relevant working experience in a similar role
- Proficient English and German language skills
- Solid IT skills in MS Office (MS Teams, PowerPoint, Excel, Word, Outlook)
- Previous experience in the financial services industry, ideally within asset management, banking, wealth management, insurance, or a related field
- Strong organizational skills and ability to adapt to shifting priorities
- Confidence to work independently, combined with a proactive and goal-oriented way of working
- Swiss work permit
What We Offer
- A unique opportunity to work closely with senior management as a trusted business partner
- A collaborative and entrepreneurial environment that values initiative, discretion, and a proactive mindset
- A varied and impactful role with the opportunity to take ownership of responsibilities, support business operations, and actively contribute to the efficiency and effectiveness of the firm
- The opportunity to develop your skills in a supportive environment where you can advance professionally
About Us
Genesis Investment Partners is a dynamic, independent, and FINMA-licensed multi-family office and asset manager based in the heart of Zürich. We act as a sparring partner to highly sophisticated clients in Switzerland and internationally. Our clients have pioneered breakthrough technologies in the 21st century – we provide them with peace of mind.
We offer a comprehensive range of services to our ultra-high-net-worth clients, including, but not limited to, investment management, support with real estate transactions, providing wealth and tax planning strategies, coordinating estate planning, and managing day-to-day financial affairs to ensure long-term financial security.
We are a young and dynamic team, offering ample opportunity for our colleagues to develop and grow into their roles and contribute to the firm’s ambitions.
How to Apply
Please send your CV, work reference letters, and a brief summary (maximum 100 words) outlining your motivation via the LinkedIn advertisement.
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