Relationship Manager Assistant with fluency in Hebrew 80%-100%
For our client, a wealth manager in Geneva, we are currently looking for a
Relationship Manager Assistant - Heew Speaking - 80-100%
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.ensuring the seamless delivery of exceptional service to high-net-worth clients for an international wealth managerLanguages : Fluency in Heew 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.
Work with a prestigious international clientele.Join a collaborative and multicultural team.Opportunity to grow within a wealth management firm in Geneva....
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