Account Manager - Family Office - Hebrew speaking in Genève

ulliYou are a Senior Assistant RM / Account Manager or Executive. /liliYou speak Hebrew and you are local. /li /ul h3About Our Client /h3 pAn organisation operating in the Financial Services sector in Genève. /p h3Job Description /h3 pThis is a "farmer" position rather than a business development role. The successful candidate will inherit an established book of clients and will be responsible for delivering exceptional service, deepening relationships, coordinating client needs, and ensuring a seamless client experience across all aspects of the family's financial affairs. /p h3Key Responsibilities /h3 ul liAct as the primary point of contact for a portfolio of UHNW and HNW clients. /li liBuild trusted, long-term relationships through proactive and high-quality client coverage. /li liUnderstand each client's overall financial situation, investment portfolio, objectives, and family requirements. /li liConduct regular client meetings and portfolio reviews, providing clear explanations and guidance on portfolio positioning and performance. /li liCoordinate with internal and external stakeholders to ensure timely and accurate execution of client requests. /li liAnticipate client needs and take ownership of resolving issues before they arise. /li liDeliver an outstanding level of service and responsiveness at all times. /li liEnsure all client matters are followed through to completion with exceptional attention to detail. /li liSupport clients across a broad range of wealth management, investment, and family office-related topics. /li liMaintain the highest standards of professionalism, discretion, and confidentiality. /li /ul h3The Successful Applicant /h3 pThe ideal candidate combines the relationship skills of a seasoned Relationship Manager with the execution excellence, responsiveness, and attention to detail of a senior private banking assistant. /p h3Profile /h3 ul liSignificant experience within private banking, wealth management, external asset management, or a family office environment. /li liProven track record in client coverage and relationship management. /li liMay have started their career as a senior assistant, client advisor assistant, or client service professional before transitioning into direct client-facing responsibilities. /li liStrong understanding of investment portfolios and wealth management concepts. /li liComfortable discussing portfolio performance and investment allocations with sophisticated clients. /li liHighly organized, responsible, and execution-oriented. /li liNaturally service-driven, client-centric, and committed to excellence. /li liStrong follow-through and ability to manage multiple priorities simultaneously. /li liTeam player with a collaborative and humble approach. /li liEntrepreneurial sense of ownership and accountability for client relationships. /li liHebrew speaker strongly preferred. /li liFluent English is mandatory; French is advantageous. /li /ul h3Key Characteristics /h3 pThe successful candidate will be: /p ul liA relationship builder rather than a salesperson. /li liService-oriented rather than sales-driven. /li liProactive, reliable, and highly accountable. /li liTrusted by clients because things get done. /li liAble to combine empathy, professionalism, and technical understanding of wealth management solutions. /li /ul pThis role would suit a senior private banking professional who enjoys nurturing relationships, delivering exceptional client service, and acting as the trusted day-to-day advisor for a portfolio of sophisticated clients. /p h3What's on Offer /h3 p- /p #J-18808-Ljbffr