Relationship Manager Assistant with fluency in Hebrew 80%-100%

• ensuring the seamless delivery of exceptional service to high-net-worth clients
  
  • for an international wealth manager

About Our Client

For our client, a wealth manager in Geneva, we are currently looking for a

Relationship Manager Assistant - Hebrew Speaking - 80-100%

Job Description

Key Responsibilities:

• Client Support: Assist Relationship Managers (RMs) in daily interactions with clients, ensuring high-quality communication and support.
• Documentation Management: Prepare, review, and process client documentation, including onboarding forms, compliance requirements, and account updates, adhering to Swiss banking regulations.
• Client Portfolio Monitoring: Support the RM in monitoring client accounts, investments, and transactions, ensuring accurate execution and timely reporting.
• Administrative Tasks: Manage correspondence, schedule client meetings, and maintain client records in the CRM system.
• Operational Support: Coordinate with internal departments (e.g., Compliance, Operations, Legal) to address client needs and resolve issues efficiently.
• Market Research: Assist in preparing presentations, reports, and updates on market trends relevant to clients' portfolios.
• Regulatory Compliance: Ensure all activities comply with Swiss banking laws and the firm's internal policies.

The Successful Applicant

• Languages: Fluency in Hebrew and English is mandatory; French or other languages are an asset.
• Experience: At least 2-3 years in a similar role within private banking or wealth management.
• Education: Degree in Finance, Business Administration, or a related field; relevant certifications are a plus.

• Skills:

  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and CRM systems.
  • Knowledge of Swiss financial regulations and compliance processes.

What's on Offer

• Work with a prestigious international clientele.
• Join a collaborative and multicultural team.
• Opportunity to grow within a wealth management firm in Geneva.

Contact

Julie Guittard

Quote job ref

JN-112024-6595550

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Consultant name

Julie Guittard

Job Reference

JN-112024-6595550

Job Nature

Home Office