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
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