Description

* 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