Relationship Manager Assistant (Hebrew Speaking, 80-100%)

Relationship Manager Assistant (Hebrew Speaking, 80-100%)

Join a Leading Wealth Management Firm in Geneva!

About the Role

We are seeking a dedicated Relationship Manager Assistant (Hebrew Speaking, 80-100%) to join a prominent wealth management firm in Geneva. This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for excellence in personalized financial services.

Your Responsibilities

• Comprehensive Client Support: Act as a reliable point of contact for Relationship Managers (RMs) and their clients, providing efficient and professional assistance.
• Document Handling: Manage the preparation, verification, and processing of client-related documents, including onboarding, compliance files, and account updates, ensuring full adherence to Swiss banking regulations.
• Portfolio Assistance: Monitor client accounts, manage transactions, and assist in delivering timely, accurate reports.
• Administrative Excellence: Organize schedules, coordinate client meetings, and maintain accurate and up-to-date client records using the firm's CRM system.
• Cross-Functional Coordination: Collaborate with internal departments such as Compliance, Operations, and Legal to ensure seamless service delivery.
• Market Insight Preparation: Create client-facing materials, presentations, and reports, incorporating relevant market trends to support portfolio management decisions.
• Adherence to Compliance Standards: Uphold Swiss financial regulations and internal policies in all aspects of your work.

What You Bring

• Languages: Proficiency in Hebrew and English is must. Knowledge of French or other languages is an advantage.
• Experience: 2-3 years in a similar position within private banking, wealth management, or financial services.
• Education: A degree in Finance, Business Administration, or a related discipline. Professional certifications are a bonus.
• Skills:
• Exceptional organizational and multitasking abilities.
• Outstanding interpersonal and communication skills.
• Expertise in Microsoft Office and CRM platforms.
• Solid understanding of Swiss financial regulations and compliance frameworks.

Key Details

• Location: Geneva office. Remote work is available for one day a week.
• Commitment: 80-100% workload, offering flexibility within a full-time capacity.

Why Join?

• Collaborate with a highly skilled team in a multicultural environment.
• Work with an exclusive international clientele.
• Develop your career in a respected and forward-thinking wealth management firm.

Are you ready to take the next step in your financial services career? Apply today to be part of a team that values excellence, integrity, and client-centric service