Assistant Relationship Manager

vor 2 Wochen


Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit
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.


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