Assistant(e) Wealth Manager – Clients Services Team

Company Description

Baseline Wealth Management is a Creative Planning Company, Baseline, based in Switzerland with offices in Geneva and Zurich, is a premier independent wealth management firm. The company provides comprehensive financial services, including wealth management and financial planning tailored to clients worldwide. Registered with the SEC as an investment advisor. The organization is founded on trust, transparency, and a client-centric approach to wealth planning.

Role Description

This is a full-time, on-site position located in Geneva, Switzerland, for the role of Assistant Relationship Manager within the Clients Services Team. The role involves supporting client relationship managers in delivering exceptional wealth management services. Tasks and Responsibilities include:

• Provide support to the Relationship Managers (RMs)
• Prepare clients' documentation related to on-boarding process, opening forms, credit cards requests, eban...